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Customer experience | Sales, Customer Insights,...
Suggested Answer

Missing Collotratal

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Posted on by
Dear All,
 
I have a demo for my client as he is in need of Microsoft Dynamics 365 Sales , And I had subscribed to Trail version of Microsoft Dynamics Sales.
And I had added some products , And I see below Collateral missing in my navigation. 
 
 
I had also navigated to Personal Settings - > Insights and Conversation Intelligence . Unfortunetly I don't find any option in it. Can any one help me how can I get it.
 
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  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    I am also using the Sales trial version.
    I can see the Collateral area in the Sales Hub app. On the contrary, the Collateral area is not visible in the Sales trial app. I am the global administrator.
     
    You can also open the App Designer in Power Apps to see if Collateral exists. If it does not exist, you can manually add the Collateral.
     
     
    Best Regards,
    Dengliang Li
     

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