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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Missing Collotratal

Customer experience | Sales, Customer Insights,...

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Missing Collotratal

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Posted on by Community member

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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Dengliang Li Microsoft Employee on at

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Missing Collotratal

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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