

We’re thrilled to introduce three key updates to you, in this next phase of multi-account management experiences: manager accounts, hierarchies and manager account shared libraries. Thank you for being on this journey with us! Your feedback continues to shape our product. Over the past few years, your feedback has led to us not only delivering experiences and capabilities that are familiar to you from other advertising platforms, but also to differentiated capabilities that you clearly have a need for. From how you set up and organize your accounts, to how you efficiently and effectively stay on top of maintaining them, our mission is to make this easy for you, so that you’re empowered to meet your marketing goals.

When merging without this permission, user gets an error that doesn’t give any clue for the required permissions.If you’re managing multiple accounts in Microsoft Advertising, whether as part of your own business or as an agency helping your clients with their business, we understand that you have unique needs.

Most bizarre permission to be given to the user is Read permission on Opportunity Relationship entity at Organization level. Apart from the Read/Write permissions, “Share” permission should also be granted on the Organization level as well.ģ.

Now, if that user who will be merging these 2 records belongs to a Business unit A and he has Read permission on Account entity at Organization Level but at the same time, he should have the Write permission only at Business Unit level, the user won’t be able to merge. To understand this, consider there are 2 Business Units (A and B) in D365 and both account records belong to different business units. If required permissions are not on any of the records, he won’t be able to merge. Whenever a user merges the records, the application also checks, that the user has Read and Write permissions on both the records those he is merging. We need make sure the following permissions are considered: Insufficient permissions to merge Accounts Still, just by granting the Merge permission, the user won’t be able to merge the records as there would be little other permission missing which are quite unrelated to merge operation.
