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Teams dialer isn't visible in Dynamics 365 Sales

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This article provides resolutions for an issue where the Microsoft Teams dialer isn't visible in Microsoft Dynamics 365 Sales.

Symptoms

A seller can't see the Microsoft Teams dialer in Dynamics 365 Sales.

Cause 1: Cached browsing data

Resolution

To resolve this issue, follow the Microsoft Teams dialer basic troubleshooting steps.

Cause 2: Missing the Read privilege assigned to the security roles

To see the Teams dialer, the security roles that are assigned to the user should have the Read privilege for the Teams Dialer Admin settings entity.

The Read privilege should be granted automatically to the "Sales Manager" and "Salesperson" security roles.

Resolution

To solve the issue with the Read privilege, follow the mitigation steps:

  1. Sign in to the Sales Hub app with an administrator account.

  2. Navigate to Settings > Advanced Settings.

    Screenshot that shows the Advanced Settings option in the Sales Hub app.

  3. Navigate to Security > Security Roles.

    Screenshot that shows the Security Roles option in the Sales Hub app.

  4. Select the "Sales Manager" and "Salesperson" security roles, and then enable the Read permission for the Teams Dialer Admin settings entity.

    Screenshot that shows the Sales Manager and Salesperson security roles.

    Screenshot that shows how to enable the read permission for the Teams Dialer Admin settings entity.