Enable Sales Insights Settings (Area) for a custom role

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Posted on by CU28081704-2

As of now the "Sales Insights Settings" area in Sales Hub application is shown only for System Administrator role. How can we enable this for a custom role. i dont see any documentation across this. I tried the following settings based on copilot suggestion but its not helping out.

Please help out to find the required details

Entity	Read	Write	Append	Append To
msdyn_salesinsightssettings	Organization	Organization	Organization
msdyn_predictivescoring	Organization	Organization
msdyn_salesaccelerator	Organization	Organization
msdyn_sequence	Organization	Organization	Organization	Organization
msdyn_assignmentrule	Organization	Organization
msdyn_conversationinsights	Organization

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Dynamics 365 Sales

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Tom_Gioielli 2,192 Super User 2025 Season 2 on at

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Enable Sales Insights Settings (Area) for a custom role

The Sales Insight area contains a ton of settings and configuration information, across a lot of different tables (both obvious and some that are behind-the-scenes). I think you'll have trouble trying to piece-meal together a role that can work it. I would basically look at this in two possible ways:

Preference 1: I would push back on the requirement. Why would you want someone to have permissions to modify and update all of those settings and choices but not trust them with System Administrator? Either they need to run everything through the Admin to change, or they can be admins themselves. If they just want to play around with things, spin up a Sandbox environment and give them System Admin priveleges there.

Preference 2: Try out the System Customizer role for the user. This often gives permissions to settings areas without granting full read/write/delete permissions across all tables.

Preference 3: Create a copy of the System Administrator role, and then remove permissions that you don't want the user to have. Removing those permissions seems like it would be easier than trying to build a new role.

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