If you encounter an issue where you are unable to access the Sales Hub in Dynamics 365 it is probably a matter of Role Permissions.

As a Dynamics 365 Sales user, you rely on the Sales Hub as your primary interface for managing customer relationships and driving sales. However, if you encounter an issue where you are unable to access the Sales Hub, it is likely related to insufficient role permissions. Security roles within Dynamics 365 play a critical role in controlling user access to specific features, recors, and data. By carefully managing these roles, you can ensure that users have the appropriate level of access while maintaining data security and preventing unauthorized access to sensitive information.

Manage the roles with access to the Sales Hub by following these steps:

1. Click the Sales Hub app or the name of the app that you are currently accessing.

2. Locate the Sales Hub app and click the ellipses icon and click Manage Roles.

3. You will then see a list of security roles that have access to the Sales Hub. Here you may select any role that should have access to the Sales hub and then click Save. Roles that are already selected will appear in the blue highlight like below.

After making these changes, affected users should now be able to access the Sales Hub.

If you have any questions about this process, please reach out to us at Sales@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Dynamics experts. Alternatively, you can always visit our YouTube channel for helpful recorded webinars and product videos.