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Sales Insight Settings Not Showing in Dynamics 365 - Can't Get to Sequences

Posted on by 35

Hello,

My license was just upgraded to Sales Enterprise to be able to access sequences. However, I am not seeing the section for sales insight settings at the bottom left hand corner of the CRM. We had a 3rd-party company customize our dynamics 365 integration and leads me to belive something they did is preventing the option from showing up. Maybe its only accessible if a admin allows it to show up even though my license was upgrades. Can someone let me know what needs to be done to get to sequences?

How do I get the sales insight settings to show to begin creating sequences?

cap_2D00_1.JPG

The area that has the sales accelerator under sales is for task creation only when you click into the section. It doesn't provide anything related to sequences.

pastedimage1662665485964v1.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Insight Settings Not Showing in Dynamics 365 - Can't Get to Sequences

    Hi FlyingChris,

    Do you have the System Administrator role in your environment? If no, please contact the System Administrator to configure it. 

  • FlyingChris Profile Picture
    FlyingChris 35 on at
    RE: Sales Insight Settings Not Showing in Dynamics 365 - Can't Get to Sequences

    That's my issue. I can't get to the sales insight settings section to be able to begin to configure it. I'm thinking I don't have the right permission to see this area.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Insight Settings Not Showing in Dynamics 365 - Can't Get to Sequences

    Hi FlyingChris,

    Have you configured it? If no, please follow the doc:

    Configure the sales accelerator | Microsoft Docs

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