A company uses Dynamics 365 Sales Professional.
A new salesperson is unable to access the system with the current custom security roles for the Sales Hub.
You need to assign the appropriate default security role.
Which security role should you assign to the user?
Click on the arrows to vote for the correct answer
A. B. C. D.A.
https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-usersAs the new salesperson is unable to access the system with the current custom security roles for the Sales Hub, we need to assign the appropriate default security role to the user.
Among the given options, the most suitable security role for a new salesperson in Dynamics 365 Sales Professional is the "Sales Team Member" role.
Here's a brief explanation of the given options: A. Sales Professional app access: This security role provides users access to the Dynamics 365 Sales Professional app. However, it doesn't give any specific permissions to the Sales Hub, which is required for salespeople. B. Sales Team Member: This security role is designed for salespeople who need to create, read, update, and delete their own records, such as accounts, contacts, and leads. It also allows users to view and interact with the Sales Hub. C. Sales Professional: This security role is intended for sales managers who need to manage their team's sales activities and perform administrative tasks in the Sales Hub. D. Sales Professional Manager: This security role provides sales managers with full access to the Sales Hub, allowing them to manage and oversee all aspects of the sales process, including managing their team's activities, reviewing performance metrics, and modifying security settings.
Therefore, the "Sales Team Member" role would be the most appropriate default security role for a new salesperson in Dynamics 365 Sales Professional, as it provides access to the Sales Hub and necessary permissions to manage their own sales activities.