Microsoft Dynamics CRM Online Help

Permissions required for common tasks

The following table shows the default security roles required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline. Some tasks require special privileges.

Tasks for Working with Records

Default Security Roles and Special Privileges

Can Task Be Done Offline?

Print things

Security roles: Any

Privileges: Any record type: Read

Yes

Edit records in bulk

Security roles: Any

Privileges: Bulk Edit

Yes

Work with local data offline

Security roles: Any

Privileges: Go Offline

Yes

Create a contact, lead, account, activity, opportunity, note, or personal e-mail template

Security roles: Any

Yes

Create or edit an appointment

Security roles: Any

Yes

Add a note or attach a file

Security roles: Any

Yes

Create other types of records

Security roles: Depends on the type of security role

Yes

Delete a contact, lead, account, activity, opportunity, note, or personal e-mail template

Security roles: Any

Privileges: See Delete Things.

Yes

Delete other types of records

Security roles: Depends on the type of security role

Privileges: See Delete Things.

Yes

Close an activity

Security roles: Depends on the type of security role

Yes

Assign a record

Security roles: Any

No

Share a record

Security roles: Any

Privileges: The person doing the sharing must have User Read and Share for the record type. The person to whom the record is being shared does not need Read access.

No

Check for duplicates from a list of records

Security roles: Any

No

Merge two records

Security roles: Any

Privileges: Merge.

Yes. Only records that are saved as local data can be merged.

Apply a workflow rule to a record

Security roles: Any

Privileges: Execute Workflow Job

No

Convert an activity to a case

Security roles: Any

Yes

Convert an activity to an opportunity

Security roles: Any

Yes

Convert an e-mail to a lead

Security roles: Any

Yes

Find things

Security roles: Any

Privileges: None

Yes

Work with saved searches

Security roles: Any

No

Work with integrated instant messaging

Security roles: Any

No

Exporting and Importing Data Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Export a list to Excel

Security roles: Any

Privileges: Export to Excel

Yes

Import data

Security roles: For accounts, contacts, activities, e-mail templates: any

Other record types are only available for specific security roles.

Privileges:

User Read, Create, Delete, Write, and Append To on the Data Import record type.

User Read, Create, Write, and Append To on the Data Map record type.

For importing data, User Create on the record type being imported.

No

Create, modify and delete data maps

Security roles: Any

No

Publishing customizations during import

Security roles:

System Administrator

System Customizer

Privileges:

See Permissions required for customization tasks.

No

Microsoft Dynamics CRM Online for Outlook Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Go Offline

Security roles: Any

Privileges: Go Offline

Yes

Set synchronization options Microsoft Dynamics CRM Online to Outlook

Security roles: Any

Privileges: Sync to Outlook

Yes

Set local data synchronization options

Security roles: Any

Privileges: Go Offline

Yes

Synchronize Microsoft Dynamics CRM Online to Outlook

Security roles: Any

Privileges: Sync to Outlook

Yes

Save and link Outlook tasks and appointments in Microsoft Dynamics CRM Online

Security roles: Any

Privileges: For the record type: Write, Append To

Yes

Save and link Outlook contacts in Microsoft Dynamics CRM Online

Security roles: Any

Privileges: Contact record type: Write, Append To

Yes

Remove tracking in Microsoft Dynamics CRM Online from a record

Security roles: Any

Privileges: Contact record type: Write, Append To

For the record type: Write, Append To

Yes

Other Common Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Change the organization you are logged in to

Security roles: Any

Privileges: None

Yes

Set personal options

Security roles: Any

Privileges: None

Yes

Related Topics

Common Task Permissions

Controlling Data Access

Check Your Permissions for a Record

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