Skip to main content

Notifications

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

Marketing Insights on Contact Entity - Security Role Needed?

(0) ShareShare
ReportReport
Posted on by 5

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

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Marketing Insights on Contact Entity - Security Role Needed?

    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:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,074 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,900 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans