Marketing Insights on Contact Entity - Security Role Needed?

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Posted on by Lallemand D365 Support

Good morning D365 Community

May I pick your brain on something? We have the marketing insights for contacts that exists in the marketing module,

on the sales side as well.

Do you perhaps know which security entity or security right you need rights on to be able to view Marketing insights?

Lots of people do not see it and I want to assign the correct user security role or rather update our custom security role to enable viewing of the contact insights.

Do we need to have a Marketing license assigned to users in addition to the Sales Enterprise license for people wanting to see this?

Or is there a specific Entity Security right to be assigned that will give the same read access to "E-mails Interactions", "Web Interactions" etc.

Thank you for your insight on this.

Best Regards

Johan

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Haig Liu Microsoft Employee on at

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Hi Lallemand D365 Support,

We can assign the Marketing Professional - Business security role to a user

or grant the following permissions to a custom security role:

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