Microsoft Dynamics CRM Online Help

Permissions required for configuration 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.

Administration Tasks

Default Security Roles and Special Privileges

Can Task Be Done Offline?

Create, edit, or delete announcements

Security roles: System Administrator, System Customizer

No

Add or modify a business unit

Security roles: System Administrator

No

Modify system settings

Security roles: System Administrator, System Customizer

No

Create a user, edit a user record, activate/deactivate user records, or assign security roles to users

Security roles: System Administrator, System Customizer

No

Modify or add a license

Security roles: System Administrator

No

Change privacy preferences for the organization

Security roles: System Administrator, System Customizer

No

Change auto-numbering formats

Security roles: System Administrator, System Customizer

No

Add, copy, modify, or delete a security role

Security roles: System Administrator

No

Assign a security role to a user

Security roles: System Administrator

No

Modify or add a team

Security roles: System Administrator

No

Enable or disable a language

Security roles: System Administrator, System Customizer

Privileges: Language record type: Language Settings

No

Sign up for product updates

Security roles: Any

Privileges: None

No

Business Management Tasks

Security Roles and Privileges

Can Task Be Done Offline?

Set fiscal year settings

Security roles: System Administrator, System Customizer

No

Define facilities, equipment, and resource groups

Security roles: System Administrator, System Customizer

No

 

 

 

Create or edit a territory

Security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, CEO-Business Manager

No

Add a salesperson to a territory

Security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, CEO-Business Manager

No

Delete a territory

Security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, CEO-Business Manager

No

Manage sites

Security roles: System Administrator, System Customizer

No

Add, remove, activate, or deactivate a currency

Security roles: System Administrator

No

 

 

 

Set the currency for a record

Security roles: System Administrator

No

Manage business closures, queues, quotes, services, or subjects

Security roles: System Administrator, System Customizer

No

Manage relationship roles

Security roles: System Administrator, System Customizer, CEO-Business Manager, Vice President of Marketing, Vice President of Sales

No

Organization Template Tasks

Security Roles and Privileges

Can Task Be Done Offline?

Creating and editing organizational article templates

Security roles: Default management security roles

Privileges: Publish E-mail Templates

Publish E-mail Templates

No

Creating and editing organizational e-mail templates

Security roles: Default management security roles

Privileges: Publish E-mail Templates

No

Creating and editing contract templates

Security roles: Default management security roles

Privileges: Publish E-mail Templates

No

Creating and editing organizational templates for Microsoft Office Word Mail Merge

Security roles: Default management security roles

Privileges: Publish Mail Merge Templates To Organization

No

Product Catalog Tasks

Security Roles and Privileges

Can Task Be Done Offline?

Create or edit a discount list

Security roles: System Administrator, System Customizer

No

Create or edit a discount

Security roles: System Administrator, System Customizer

No

Deactivate or activate a discount list

Security roles: System Administrator, System Customizer

No

Create a unit group

Security roles: System Administrator, System Customizer

No

Add or edit a unit in a unit group

Security roles: System Administrator, System Customizer

No

Create or edit a price list

Security roles: System Administrator, System Customizer

No

Add price list items

Security roles: System Administrator, System Customizer

No

Deactivate or activate a price list

Security roles: System Administrator, System Customizer

No

Create or edit a product

Security roles: System Administrator, System Customizer

No

Reclassify a product

Security roles: System Administrator, System Customizer

No

Set the default price list for a product

Security roles: System Administrator, System Customizer

No

Add substitute products

Security roles: System Administrator, System Customizer

No

Convert a product into a kit

Security roles: System Administrator, System Customizer

No

Add kit products

Security roles: System Administrator, System Customizer

No

Deactivate or activate a product

Security roles: System Administrator, System Customizer

No

Data Management Tasks

Security Roles and Privileges

Can Task Be Done Offline?

Enable or disable duplicate detection

Security roles: System Administrator, System Customizer

No

Delete records in bulk

Security roles: System Administrator

Privileges: Bulk Delete

No

Postpone, pause, resume, or change recurrence of a bulk-deletion job

Security roles: Any

No

Delete a bulk-deletion job

Security roles: System Administrator

No

Create or edit a duplicate-detection rule

Security roles: Default management security roles

No

Publish duplicate-detection rules

Security roles: System Administrator, System Customizer

Privileges: Duplicate Detection Rule record type: Publish

No

Create, modify and delete data maps used for data import

Security roles: Any

No

System Job Tasks

Security Roles and Privileges

Can Task Be Done Offline?

View system jobs

Security roles: Any

No

Cancel, pause, postpone, or resume a system job

Security roles: System Administrator, System Customizer

No

Related Topics

Configuration Permissions

Controlling Data Access

Check Your Permissions for a Record

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