Microsoft Dynamics CRM Online Help

Permissions required for marketing 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 campaigns

Default security roles and required privileges

Can task be done offline?

Create or edit a campaign

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Create a campaign template

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add a marketing list to a campaign

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add sales literature to a campaign

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add a product to a campaign

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add a planning task to a campaign

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add a campaign activity to a campaign

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Distribute a campaign activity

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes, unless you are sending e-mail through Microsoft Dynamics CRM Online. However, Microsoft Dynamics CRM Online will send messages when you go online.

Mail-merge activities created for a campaign cannot be distributed from the Web application, but can be saved as a draft and sent later from Microsoft Dynamics CRM Online for Outlook.

Tasks related to quick campaigns

Default security roles and required privileges

Can task be done offline?

Create a quick campaign

Security roles: Any default marketing or sales security role.

Privileges: Create Quick Campaign

Yes

Tasks related to campaign responses

Default security roles and required privileges

Can task be done offline?

Create a campaign response

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Copy a campaign response

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Convert a campaign response to a lead or opportunity

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Close a campaign response

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Reactivate a campaign response

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Tasks related to marketing lists

Default security roles and required privileges

Can task be done offline?

Create or edit a marketing list

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Activate a marketing list

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add members to a marketing list

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Add members from one marketing list to another marketing list

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Merge marketing lists

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Remove members from a marketing list

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Qualify or convert multiple records at once

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Change the columns displayed for marketing list members

Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional

Yes

Related Topics

Marketing Permissions

Controlling Data Access

Check Your Permissions for a Record

Troubleshooting

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