Security roles | Who needs it? | Access granted |
---|---|---|
Sales Manager | Users who manage a team of sellers and are responsible for the team's performance. They are also responsible for creating and managing product SKUs, setting sales targets, and projecting sales forecasts. | Access to product management, sales management, sales forecasting, and goal management. |
Salesperson | Sellers who work on opportunities, quotes, orders, and invoices. | Access to everything from lead to order – Lead, Opportunities, Quote, Order, Invoice. Create accounts and contacts, and track goals |
Sales team member | Users who don't need the full capabilities of an enterprise application. These users will have a dedicated license, use a dedicated app, and get the Sales Team member security role to support their scenario. More information: Sales Team Member app for users with Team Member license. | Access to the Sales Team Member App. Read access to contacts, accounts, leads, and opportunities. Add notes and activities, such as tasks. |
Vice President of Sales | Users who typically manage the sales organization for several business units or the entire organization. | Same permissions as the Sales Manager, except that their scope of access is broader. |
Forecast Manager | Sales manager or an equivalent role who is responsible for configuring forecasts in the organization. | Configure, clone, deactivate, adjust, or delete a forecast. |
Forecast user | Any user in the organization who needs access to the forecast data for tracking and analysis | View forecast and drill-down forecast data |
Forecast Appuser | System security role. Do not assign this role to any users. | Internal role used by Dynamics 365 to perform certain forecasting opertions. |
Playbook Manager | Sales manager or an equivalent role that creates playbooks for the organization. | Create playbook categories and playbook templates, and add documents to the playbook template. |
Playbook User | Sales representatives who use playbooks while working on a record | Launch playbooks in the context of an entity, mark a playbook as completed, and track playbook activities. |
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