title | description | ms.date | ms.reviewer | author | ms.author |
---|---|---|---|---|---|
Teams dialer isn't visible in Dynamics 365 Sales |
Provides a resolution for an issue where a seller can't see the Microsoft Teams dialer in Dynamics 365 Sales due to cached browsing data or the Read privilege. |
08/22/2023 |
asaftzuk, ilanak |
t-ronioded |
ronihemed |
This article provides resolutions for an issue where the Microsoft Teams dialer isn't visible in Microsoft Dynamics 365 Sales.
A seller can't see the Microsoft Teams dialer in Dynamics 365 Sales.
To resolve this issue, follow the Microsoft Teams dialer basic troubleshooting steps.
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.
To solve the issue with the Read privilege, follow the mitigation steps:
-
Sign in to the Sales Hub app with an administrator account.
-
Navigate to Settings > Advanced Settings.
:::image type="content" source="media/dialer-not-visible-in-crm/sales-hub-advanced-settings.png" alt-text="Screenshot that shows the Advanced Settings option in the Sales Hub app." lightbox="media/dialer-not-visible-in-crm/sales-hub-advanced-settings.png":::
-
Navigate to Security > Security Roles.
:::image type="content" source="media/dialer-not-visible-in-crm/sales-hub-security.png" alt-text="Screenshot that shows the Security Roles option in the Sales Hub app." lightbox="media/dialer-not-visible-in-crm/sales-hub-security.png":::
-
Select the "Sales Manager" and "Salesperson" security roles, and then enable the Read permission for the Teams Dialer Admin settings entity.
:::image type="content" source="media/dialer-not-visible-in-crm/sales-hub-security-roles.png" alt-text="Screenshot that shows the Sales Manager and Salesperson security roles." lightbox="media/dialer-not-visible-in-crm/sales-hub-security-roles.png":::
:::image type="content" source="media/dialer-not-visible-in-crm/teams-dialer-admin-settings-priviliges.png" alt-text="Screenshot that shows how to enable the read permission for the Teams Dialer Admin settings entity." lightbox="media/dialer-not-visible-in-crm/teams-dialer-admin-settings-priviliges.png":::