Manage access and record types

Choose who can use the workspace and which record types should appear in the sales accelerator.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium, or Microsoft Relationship Sales More information: Dynamics 365 Sales pricing
Security roles	System Administrator or Sequence Manager More information: Predefined security roles for Sales

Configure security roles, sample data, and record types

After the first-run setup of the sales accelerator, you can manage security roles, sample data, and record types.

1. Sign in to your sales app. In the lower-left corner of the page, go to Change area > Sales Insights settings.

2. Under Sales accelerator, select Workspace.

   

3. In the Manage access and record type section, select Configure.

   

4. Update the information as required, and then select Publish.

   For more information, go to steps 5 through 7 in First-run setup.

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.
• Your administrator hasn't turned on the feature.
• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

What is the sales accelerator?
Configure the sales accelerator
Customize the workspace