Assistant FAQs

This article answers frequently asked questions about the assistant in Dynamics 365 Sales and Sales premium.

Why am I getting an "insufficient permissions" alert while using an insight card?

If you see an alert about having insufficient permissions to use an Insight card, take these steps:

  1. Go to Settings > Security > Security Roles.

  2. Choose the user role viewing the insight cards.

  3. Select the Core Records tab.

  4. Set the privileges to Read and Write access for Action card and Action card User Settings.

    Screenshot of the insight card security role privilege.

Why am I getting a "contact administrator" error while authenticating credentials in assistant studio?

Your organization's policies are restricting third-party tools to access user information. To resolve the issue, use the Azure portal to provide consent for yourself for third-party tools to access your data. To provide consent for the entire organization, contact your tenant administrator. Select the enterprise application as Dynamics 365 Sales Insights in Azure portal while providing the consent. Learn how to grant admin consent in Enterprise apps.