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A bad experience with Dynamics 365 Sale

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Posted on by Juan Lizarazo

The disappointment has been very big, I don't know if I'm missing some configuration or it's a license problem. They do not work: The sales accelerator. the follow-up to the opening of mails, the sements, shared templates, the use of the organization to share resources such as sequences, mail templates and forms.

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Bassi 10 on at

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Hi Juan,

My name is Bassi and I am a senior developer and owner of I4D, a brazilian Microsoft Gold Partner and winner of the Latam Partner of the Year, If you want we can schedule a 30 minute call to see were can I help you to ease your jorney with D365 Sale

Let's learn share and repeat

Warm regards,

Marcelo

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RudyZhang Microsoft Employee on at

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Hi,

Based on the information you provided, we were unable to pinpoint the source of the problem, here are the guesses we made.

If the Sales Accelerator is not working, it may be possible because of the lack of the necessary license or because the administrator has not turned on the feature. You can configure Sales Accelerator according to the official documentation below (this requires you to have sufficient permissions).
https://learn.microsoft.com/en-us/dynamics365/sales/enable-configure-sales-accelerator

If you can't use most of the features of Dynamics 365 sales, besides the license issue, you should first make sure that the security role of your account has enough permissions to use these features.

Also can you provide more information about the issue, such as screenshots of the error, etc. This will allow us to pinpoint the issue faster. This will allow us to pinpoint the source of the problem faster and suggest a more effective solution.

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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