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Select security roles to assign records to

  • Article

Before an assignment rule can assign your sellers and sales teams new opportunities, leads, and insights, you need to select the security roles that can be automatically assigned to records. Then, make sure your sellers are given one of those roles.

Segments and assignment rules are part of the work assignment feature. Work assignment is available in sales accelerator version 9.1.23074.10021 and is rolling out in phases in different regions. Learn more about work assignment.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Microsoft Relationship Sales
Security roles System Administrator, Sequence Manager, or Sales Manager

Select security roles

  1. Sign in to your Sales Hub app.

  2. In the lower-left corner of the page, select Change area > Sales Insights settings.

  3. Under Sales accelerator, select Work assignment.

  4. Select Settings.

  5. In the Eligible security roles section, select Manage.

  6. Select one of the following options to grant permissions to your sales team:

    • All security roles: Allows all the security roles in your organization to automatically receive lead, opportunity, and insight assignments.
    • Specific security roles: Allows only the security roles that you select to automatically receive lead, opportunity, and insight assignments.

  7. Select Save.

Permissions required

The following permissions are required to perform tasks on work assignment entities. Make sure security roles are configured to grant the required permissions.

  • Task
    • Entity: Permissions

Seller attributes

  • Create, modify, delete seller attributes
    • Attribute: Read, Create, Write, Delete, Append To
    • Attribute Value: Read, Create, Write, Delete, Append
  • Apply attributes to sellers
    • Attribute: Read
    • Attribute Value, User: Read, Append, Append To
  • View seller attributes
    • Attribute, Attribute Value: Read

Seller capacity

  • Update seller capacity
    • Assignment Map: Read, Write
    • User: Read
  • View seller capacity
    • Assignment Map, User: Read

Records

  • Assign unassigned records in the Monitor record type tab
    • Sales Routing Run, Segment, Team, User: Read
      Note: Before a record can be assigned to a seller, the seller must have privileges on it.

Sequences

  • Create sequences
    • Segment: Read, Write, Append
    • Sequence: Read, Write, Create, Append, Append To
    • Sequence Stat, Sequence Target Step: Read
    • Sequence Template: Append To
  • Connect, disconnect sequences and segments
    • Segment: Read, Write, Append
    • Sequence: Read, Write, Create, Append, Append To
    • Sequence Stat, Sequence Target Step: Read
    • Sequence Template: Append To
  • View sequences connected to segments
    • Segment, Sequence, Sequence Stat, Sequence Target Step, and Sequence Template: Read

Segments

  • Create, modify, delete segments
    • Segment: Read, Write, Create, Delete
  • View segments
    • Segment: Read
  • Copy segment
    • Segment: Read, Write, Create
    • Assignment Rule: Read, write, and Create

      Note

      Assignment rules permissions are required only when assignment rule is selected for migration.

Assignment rules

  • Create, modify, delete assignment rules
    • Assignment Rule: Read, Create, Write, Delete, Append
    • Attribute, Attribute Value, Security Role, Team, User: Read
    • Segment: Read, Append To
  • View assignment rules
    • Assignment Rule, Attribute, Attribute Value, Segment, Team, and User: Read

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • 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.