Customer experience | Sales, Customer Insights,...

Sales Accelerator privileges for no-admin user

(1) Share

Report

Posted on by Samantha73

3,255

Hi All

I have no luck with getting no-admin users to see sales accelerator. They all have the Sales Manager , and in app settings for Sales Accelerator I have included this role. Has anyone got this working for sales person or manager roles and what entities did you add?
note: Sales Enterprise License

Categories:

Dynamics 365 Sales

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Holly Huffman 6,536 Super User 2025 Season 2 on at

Like (1)

Report
Good morning, afternoon, or evening—depending on where you are in the world!
Hope you're doing well.

Required Roles and Setup
Even if users have the Sales Manager role and are included in the Sales Accelerator app settings, they must also be assigned the Sales Insights User security role. This role is essential for accessing Sales Accelerator features like the work list, sequences, and insights.

Steps to Fix It

Assign the Sales Insights User Role:

Go to Settings > Security > Users

Select the affected users

Click Manage Roles

Add the Sales Insights User role alongside their existing Sales Manager or Salesperson role

Verify Sales Accelerator Setup:

In App Settings > Sales Accelerator, confirm that:

The correct security roles are added

The relevant record types (e.g., Lead, Opportunity) are selected for the work list

Use Quick Setup if needed to reinitialize the workspace

Check Sequence Configuration:

Ensure that sequences are properly connected to records

Confirm that the records meet the criteria defined in the sequence

If tasks aren’t showing in “My Work,” it may be due to missing connections or misconfigured triggers

Summary
The missing piece is likely the Sales Insights User role. Without it, even users with Sales Manager access won’t see the Sales Accelerator workspace. Once that’s assigned, and the workspace is properly configured, they should be able to access and use it as expected.
For full capabilities (like predictive scoring and advanced sequences), a Sales Premium license is required, but basic functionality works with Sales Enterprise.

Note: I collaborated with AI to help craft this response and ensure it’s as accurate and helpful as possible.
Hope this helps!

Was this reply helpful? Yes No
Samantha73 3,255 on at

Like (1)

Report

I don't think this Sales Insights User security role security role exists ..can someone post a screenshot and specify version of CE/sales

Was this reply helpful? Yes No

Join the conversation

Community site session details

Sales Accelerator privileges for no-admin user

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Sales Accelerator privileges for no-admin user

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates