web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales Person/Sales Man...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Sales Person/Sales Manager cannot see Sales Literature even with Marketing Professional role

(0) ShareShare
ReportReport
Posted on by TCraig 20

I have a sales manager who has "sales professional", "sales manager" and "marketing professional" as roles.

He can see "sales literature" under collateral in the Dynamics Mobile App but not on his desktop.

Any guidance on what I need to change to allow him to see and email collateral from his desktop?

It also appears that he can see but cannot email the sales literature from the mobile app.

I have the same question (0)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

    Is he using Desktop App or Browser? Is it happening with just one user?

    I assume, Sales Manager role is not customized, anyhow you can review the Sales Manager Role (look for Sales tab -> Sales Literature).

    Also, make sure the Sales Literature entity is enabled for Unified Interface (Go to Advanced Settings -> Customization -> Customize this System -> Entities -> Sales Literature).

    pastedimage1625036762510v1.png

  • TCraig Profile Picture
    TCraig 20 on at

    Thank you so much for your response.  I will investigate.  May be a couple of days.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 168 Super User 2026 Season 1

#2
NeerajPawar Profile Picture

NeerajPawar 65

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 51 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans