Microsoft Dynamics CRM Online Help

Permissions required for sales 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.

Account and Contact Tasks

Default Security Roles and Special Privileges

Can Task Be Done Offline?

Create or edit an account

Security roles: Any.

Yes

Create or edit a contact

Security roles: Any.

Yes

Create an opportunity, quote, order, or invoice from within an account or contact

Security roles: Any default sales, marketing, or customer service security role.

Yes

Create a case from within an account or contact

Security roles: Any default sales, marketing, or customer service security role.

Privileges: Customer Service Manager, Customer Service Representative

Yes

Create a contract from within an account or contact

Security roles: Any default sales, marketing, or customer service security role.

Yes

Add a customer relationship to an account or contact

Security roles: Any default sales, marketing, or customer service security role.

Yes

Deactivate or activate an account or contact

Security roles: Any default sales, marketing, or customer service security role.

Yes

Lead Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create, edit, qualify, convert, disqualify, close, or reactive a lead

Security roles: Any default marketing or sales security role.

Yes

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

Opportunity Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create, edit, close, reopen, or recalculate the revenue for an opportunity

Add or remove a product for an opportunity

Add a customer relationship, quote, order, invoice, or competitor to an opportunity

Security roles: Any default marketing or sales security role.

Yes

Competitor Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create or edit a competitor

Security roles: Any default marketing management or any sales security role.

Yes

Add or remove products, opportunities, or sales literature for a competitor

Security roles: Any default marketing management or any sales security role.

Yes

Sales Literature Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Add or edit sales literature

Security roles: Any default marketing management or any sales security role.

Cannot be edited offline.

Add or remove sales literature documents

Security roles: Any default marketing management or any sales security role.

Yes

Add or remove competitors for sales literature

Security roles: Any default marketing management or any sales security role.

No

Quote, Order, and Invoice Tasks

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Create or edit a quote, order, or invoice

Security roles: Any default sales, marketing, or customer service security role.

Yes

Add or remove a contact for a quote, order, or invoice

Security roles: Any default sales, marketing, or customer service security role.

Yes

Activate a quote

Security roles: Any default sales, marketing, or customer service security role.

Yes

Edit an active quote

Security roles: Any default sales, marketing, or customer service security role.

Yes

Create an order from a quote

Security roles: Any default sales, marketing, or customer service security role.

No

Create an invoice from an order

Security roles: Any default sales, marketing, or customer service security role.

No

Close an active quote, order, or invoice

Security roles: Any default sales, marketing, or customer service security role.

Yes

Related Topics

Sales Permissions

Controlling Data Access

Check Your Permissions for a Record

Troubleshooting

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