Microsoft Dynamics CRM Online Help

Permissions required for charting 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 Related to User Charts

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create or edit a user chart

Security roles: Any

Privileges: Create, Read, Write on User Chart

No

Save an existing chart as a user chart

Security roles: Any

Privileges: Create on User Chart

No

Export a chart

Security roles: Any

Privileges: Read

No

Import a chart

Security roles:

Privileges: Create, Read

No

Delete a user chart

Security roles: Any

Privileges: Delete on User Chart

No

Share or assign a chart

Security roles: Any

Privileges: Share/Assign on User Chart

No

View charts in context of list of records and analyze data

Security roles: Any

Privileges: Read on User Chart

Yes

Tasks Related to System Charts

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create or edit a system chart

Security roles: System Administrator or System Customizer

Privileges: Create, Write on System Chart 

No

Make a copy of an existing system chart

Security roles: System Administrator or System Customizer

Privileges: Create on System Chart

No

Delete a system chart

Security roles: System Administrator or System Customizer

Privileges: Delete on System Chart

No

Insert a chart as a sub-grid in a record form

Security roles: System Administrator or System Customizer

No

Related Topics

Work with User Charts

Work with System Charts

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