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We currently need to assign non-marketing resources the Marketing Professional - Business role to see detailed analytics (for email) on the Insights tab for Real-time. This gives them access to Marketing which we do not want. We'd like a read-only security role, out of the box, to assign non-Marketing resources so they can access Marketing assets and analytics.
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Administrator on 5/13/2024 11:10:44 PM
There is a way to do this today without any feature enhancements.
You can create a copy of a role (ref: https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/admin-users-licenses-roles#create-a-copy-of-a-role) then edit it / remove all non-read privileges. Alternatively, you can create a blank role and only populate the “read” privileges. All privileges are documented here - https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/role-permissions#role-marketing-manager---business