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We have Dynamics 365 online (crm) for sales.
Our MS partner disabled the leads entity when he did the setup for us years ago, because we only stored real customer accounts in crm, and had leads in a seperate system.
Now we want to start storing leads in CRM. How do you activate the leads entity again?
Thanks in advance
Hi,
Agree with Ben. There isn't a way to disable the leads. It will still be in the system, it just that either your old partner have changed the security role and remove users permission to read/ see it or he may have deleted the links to show leads entity itself.
With that said, check what security role is assigned to user i.e. Setting >> Security >> {Select User} >> click on Manage Role. Note the security role assigned to user. Now again Setting >> Security Role >>{Open the security role} >> Check if the lead entity has read permissions under Core Records tab. iF not, provide the access for read/ write/ delete etc.
crmbook.powerobjects.com/.../security-roles
For sitemap, you can check the below link to midify and add lead entity (if removed)
www.catapulterp.com/edit-site-map-using-new-microsoft-dynamics-sitemap-designer
Hope this helps.
I suspect this will require a number of steps:-
Firstly you will need to check the security roles of all your users and see if they have Read / Write permissions for the Leads Entity - if they don't you will need to add them
Secondly I suspect that the partner also edited the site map to hide the Lead entity from all users so you may need to edit the site map and add a link to the Lead entity.
If you are uncomfortable doing the above tasks most partners / posters on here will be able to do the above for you at minimal cost..
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