Microsoft Dynamics CRM Online Help

Permissions required for service scheduling 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.

Scheduling Tasks

Default Security Roles and Privileges

Can Task Be Done Offline?

View the schedule

Security roles: Any security role except System Customizer

Yes, but calendar may not be up-to-date.

Find an available time in the schedule

Security roles: Scheduler

Yes, but calendar may not be up-to-date.

Create a service activity

Security roles: Scheduler

Yes, but calendar may not be up-to-date. New appointments and service activities may display conflicts after synchronization.

Work Schedule Tasks

Security Roles and Privileges

Can Task Be Done Offline?

Change my work hours

Security roles: Any

Yes, but calendar may not be up-to-date.

Change another resource's work hours

Security roles: Schedule Manager

Yes, but calendar may not be up-to-date.

Block your entire organization from a schedule

Security roles: Schedule Manager

Privileges: Update Business Closures

Yes

Service Tasks

Security Roles and Privileges

Can Task Be Done Offline?

Create or edit services

Security roles: Schedule Manager

Yes

Activate or deactivate services

Security roles: Schedule Manager

Yes

Restrict when resources can be scheduled

Security roles: Schedule Manager

Yes

Create and edit selection rules for services

Security roles: Schedule Manager

Yes

Related Topics

Service Scheduling Permissions

Controlling Data Access

Check Your Permissions for a Record

Configuring Service Scheduling

Scheduling Users and Other Resources

Defining Rules and Resources for Services

Publishing Articles in the Knowledge Base

Troubleshooting

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