How to access a community that was given to me by Manager

A Dynamics 365 or Power Platform administrator should first identify what your manager calls the “community,” because access to a Sales environment or app is separate from permission to view its Leads and Opportunities.

1. Identify the exact Dynamics 365 location

Ask your manager to send you:

• The exact URL open in her browser.
• The environment name and app name shown there.
• Whether “community” means a team, business unit, territory, dashboard, view, custom table, or collection of records.
• One example Lead or Opportunity that you should be able to see.

Open her URL using your work account.

• If you cannot open the same environment or Sales Hub app: use the environment/app checks below.
• If Sales Hub opens but Leads or Opportunities are absent or empty: go directly to the role and record checks.

The “community” is within Dynamics 365 Sales, so changing Microsoft Teams channel or community membership will not by itself grant access to Sales Hub data.

2. If you cannot open the environment or Sales Hub

Have the administrator verify these prerequisites:

1. Your account is enabled for sign-in and has an applicable Dynamics 365 or Power Platform license.
2. You belong to the environment’s Microsoft Entra security group, if the environment uses one.
3. You have at least one Dataverse security role, assigned directly or through a group team.
4. Your account is enabled in the correct environment.

These are separate environment-access requirements; the administrator can also use Run diagnostics in the Power Platform admin center to identify licensing, group-membership, and role problems.^1^

The administrator can assign an environment role through:

1. Power Platform admin center → Manage → Environments.
2. Select the correct environment.
3. Under Access, select See all beneath Security roles.
4. Select the correct business unit and role.
5. Select Add people, add your account, and select Add.^2^

For Sales Hub specifically, the administrator should open the Dynamics 365 Apps page, locate Sales Hub, select … → Manage Roles, and grant your role access. For individual access to the standard Enterprise Sales Hub, Microsoft documents the Sales, Enterprise app access role.^3^

3. If Sales Hub opens but Leads or Opportunities do not appear

The administrator should compare your access with another user who can see the same data:

• Dataverse security roles assigned to each user.
• Read privileges for the Lead and Opportunity tables.
• The privilege access level—such as records owned by the user versus broader business-unit or organization records.
• Business-unit and owner-team membership.
• Ownership or sharing of the specific records.

Sales Hub displays only the entities permitted by the user’s security roles. Therefore, app access alone does not guarantee that Leads and Opportunities will appear.^3^

If your manager added you to a Dynamics 365 team, the team type also matters:

• Owner teams can own records and carry security roles.
• Microsoft Entra group teams can provide team membership and roles through their linked group.
• Access teams provide permissions to specific shared records but cannot have security roles.^4^

Request to send to your administrator

Please verify my access to the Dynamics 365 Sales environment used by my manager. Confirm my license, environment security-group membership, enabled user status, Sales Hub app access, Dataverse security roles, and Read access level for the Lead and Opportunity tables. If those are correct, compare my business-unit/team membership and record access with a user who can see the same Leads and Opportunities.

If your manager cannot perform these checks, the request needs to go to your organization’s Dynamics 365 system administrator or Power Platform administrator.

References

1. Troubleshoot user access problems for different environments
2. Configure user security in an environment
3. Grant or revoke access to the Sales Hub app
4. Secure customer engagement apps