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Customer experience | Sales, Customer Insights,...
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Go Live button (only for managers)

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Posted on by

Hello,

Is it possible that some users are only able to create & update emails, customer journeys, social media posts, .... 

and that another user (e.g. manager) can then revise the content and 'go live'/approve it?

In short: can the button 'Go Live' or 'Post'/'Schedule' be made available on for certain security roles?

if not, what is the alternative?

Many thanks for your support upfront.

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    It is recommended to refer to the replies of the following issue:

    (+) Dynamics 365 Marketing " Go live" Security Role permission - Dynamics 365 Marketing Forum Community Forum

    You can achieve your request with Ribbon Workbench, which can be downloaded and imported as a solution or simply accessed in XrmToolBox.

    Or you can use Power Automate to approve or reject the Go live requests.

    Support approvals using Power Automate - Dynamics 365 Release Plan | Microsoft Docs

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