Focused view lets you see and work with all important details — like your accounts, contacts, leads, opportunities , and their activities — all in one place. You don’t have to keep jumping between different pages, which helps you stay on track, save time, and work more easily. Now, focused view works for everything, even for custom records. But you’ll need your admin to turn it on for you. Example: Imagine you’re working on a sales lead. With focused view , you can see the lead’s contact info, related emails, calls, and tasks — all on one screen. No more clicking around to find things! Why Focused View is Important: All-in-One Interface View record details and activities on a single screen No need to switch between tabs or pages Boosts Productivity Helps you stay focused on current tasks Reduces distractions caused by navigating multiple windows Smart Task Management Easily track, sort, and prioritize activities Add notes or create follow-ups quickly Improved User Experience Cle...

What is "Sales Enterprise app access"? " Sales Enterprise app access " is a predefined security role in Dynamics 365 CRM. It's specifically used to grant access to the Sales Enterprise application (Sales Hub) — but it does not provide CRUD access (Create, Read, Update, Delete) to actual data like accounts, opportunities, or leads. Logical Meaning It's like a "pass" to enter the Sales Enterprise app interface. It’s not enough to do work — users still need additional roles (like Salesperson, Sales Manager, or a custom role) to interact with records. Think of it as a door key to the building , not keys to the individual offices inside.   Technical Meaning The role provides Model-Driven App access permissions. It includes privileges to use the app shell, navigation, dashboards, and access to the Sales Hub UI . No read/write permissions to any entity (like Account, Lead, Opportunity, etc.). Without additional roles, users wil...