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Preview: Enable the deal manager workspace

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  • 3 minutes to read

Important

This topic is pre-release documentation and is subject to change.

Important

A preview is a feature that is not complete, but is made available to you before general availability so you can evaluate the preview and provide feedback to Microsoft. Previews may have restricted functionality and may employ reduced or different privacy, security, or compliance commitments than a commercial version. As such, previews are not intended for production use, which means they are not meant for "live" Customer Data, Personal Data, or other data that is subject to heightened compliance requirements. Use of such data is at your sole risk and it's your sole responsibility to notify your end users about not including personal or sensitive information with their use of previews, as appropriate. We don't provide support for previews and Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. This preview, and any one-off support Microsoft may elect to provide, is provided "as-is," "with all faults," "as available," and without warranty.

The new deal manger workspace helps sellers be more productive and efficient. As an administrator, you must enable the preview and grant access to specific security roles that will need to access to the deal manager.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Access deal manager settings

Access the deal manager settings page to enable the deal manager preview, grant access to users, and customize the grid and charts.

  • If you're using the Sales Hub app, use the App Settings page to access the deal manager settings.
  • If you're using a custom app, add the deal manager settings and the deal manager workspace in Power Apps settings.

Access deal manager settings in Sales Hub

  1. In the Sales Hub app, select Change area Icon to change the work area in the lower-left corner, and then select App Settings.

  2. Under General Settings, select Deal manager (preview).

Add deal manager settings and deal manager workspace in custom app

To add the deal manager settings page:

  1. Sign in to Power Apps.

  2. Select the environment and then select Apps. Screenshot of the Power Apps UI with Environment and Apps highlighted.

  3. Select your custom app, and then select Edit.

  4. In the App Designer, edit the Site Map.

  5. Add a subarea for the deal manager settings page.

    Screenshot of the subarea component in the App designer.

  6. Update the following fields:

    • Type: URL
    • URL: /main.aspx?appid=860f4439-9cf8-ea11-a813-000d3a54419d&pagetype=control&controlName=MscrmControls.Sales.DealManagerSettings.DealManagerSettings
    • Title: Deal manager settings
    • Advanced > Privileges > Entity: Deal manager settings

  7. After selecting the entity, select the + icon to update the privilege for the entity.
    By default, all the privileges are selected.

  8. Clear all the checkboxes and select only the Read privilege.
    This step ensures that only the security roles that you've granted access to can see and access the deal manager settings from the site map.

    Important

    If you don't update the privilege, the deal manager related pages will be visible to all the users irrespective of their security role.

  9. Repeat steps 5 through 8 to add the deal manager workspace page to your sitemap with the following values:

    • Type: URL
    • URL: /main.aspx?pagetype=control&controlName=MscrmControls.Sales.DealManager.DealManager&data={"entityType":"opportunity"}
    • Title: Deal manager
    • Advanced > Privileges > Entity: dealmanageraccess

  10. Save and publish the changes.

  11. Open your custom app, and verify that you're able to access the deal manager settings and workspace pages that you just added.

Enable the preview

  1. Open the deal manager settings page.

  2. Select Get started to enable the preview.

  3. Select the roles that you want to give access to, and then select Publish.

The deal manager workspace is now available to administrators and the roles you selected.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.

See also