Microsoft Dynamics CRM Online Help

Permissions required for e-mail-related 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.

E-mail Tasks

Default Security Roles and Special Privileges

Can Task Be Done Offline?

Create messages

Security roles: Any

Yes

Send invitation to a new user

Security roles: System Administrator

Privileges: Send Invitation

No

Create personal e-mail templates

Security roles: Any

Privileges: Publish E-mail Templates

Yes

Create and edit organizational e-mail templates

Security roles: Default management security roles

Yes

Microsoft Office Word Mail Merge Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create a mail merge document

Security roles: Any

Privileges: Web Mail Merge or Mail Merge

Yes. Activities will not be created, and you cannot create a quick campaign.

Print a quote with a mail merge document

Security roles: Any

Privileges: Web Mail Merge or Mail Merge

Mail Merge Template:Create,Write

Yes. Activities will not be created.

Create and edit organizational templates for Microsoft Office Word Mail Merge

Security roles: Default management security roles

Privileges: Publish Mail Merge Templates To Organization

Yes

Related Topics

E-mail Permissions

Work with E-mail Templates

Controlling Data Access

Check Your Permissions for a Record

Managing E-mail Activities

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