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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

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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.

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  • 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.

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