General Interest

Why can't I see some of the menus or buttons?

As you are working in Microsoft Dynamics CRM, you may come across buttons that are not clickable or seem to be missing menus that other people can access. What you see and how you interact with Microsoft Dynamics CRM is determined by your security role. A security role is a defined set of privileges or permissions and is assigned to you by your system administrator. Here's a quick list of the different permissions and what they let you do:

Create - Create a new record.
Read - Read a record, but not modify it.
Write - Make edits and changes to a record.
Delete - Completely remove the record from Microsoft Dynamics CRM.
Append - Add an attachment or note to the record.
AppendTo - Relate one record to another.
Assign - Give ownership of the record to someone else.
Share - Grant permissions of the record to others.

How do the security roles and privileges interact in everyday work? If you are a salesperson, you probably have permission to create and view opportunities, quotes, orders, and invoices because you have been assigned the Salesperson security role. Your sales managers will have additional permissions that grant access to areas you cannot change, such as the Product Catalog, because they have been assigned the Sales Manager security role.

You may find, however, that you are unable to perform a task or access a menu you need to do your job. Your system administrator can update your permissions to give you the access you need.

What security role do I need?

Your system administrator can assign more than one security role to you and can modify existing security roles for you by adding or removing privileges and permissions. The following table lists common actions, the security roles that have permission to perform the action, and the security roles that do not have permission to perform the action.

Action	Missing Area	Correct Security Role	Incorrect Security Role
Create a price list in the product catalog	The Product Catalog area in the Settings area does not appear.	Sales Manager, Marketing Manager, CSR Manager	Salesperson, Marketing Professional, Customer Service Representative
Create a quote	The New button on the Actions toolbar in a Quotes list does not appear.	Salesperson, Sales Manager, Customer Service Representative, CE0–Business Manager, CSR Manager, Marketing Manager, Marketing Professional, System Administrator, System Customizer, Vice President of Marketing, Vice President of Sales	Scheduler, Sales Manager
Create an announcement	The Announcements area in the Administration area under Settings area does not appear.	Sales Manager, Marketing Manager, CSR Manager	Salesperson, Customer Service Representative, Marketing Professional
Customize an entity	The Customization area in the Settings area does not appear.	System Customizer, System Administrator	Salesperson, Customer Service Representative, Marketing Professional
View another user's calendar	The Service Calendar area does not appear.	CE0–Business Manager, CSR Manager, Marketing Manager, Sales Manager, Schedule Manager, Scheduler, System Administrator, Vice President of Marketing, Vice President of Sales	Salesperson
Create an article	The Knowledge Base area area in the Service area does not appear.	Customer Service Representative, CSR Manager, Marketing Manager, Sales Manager	Salesperson, Scheduler, Marketing Professional
Bulk import my list of contacts, accounts, leads, or campaign responses	Import does not appear on the Tools menu.	Salesperson, Customer Service Representative, CE0–Business Manager, CSR Manager, Marketing Manager, Sales Manager, System Administrator, System Customizer, Vice President of Marketing, Vice President of Sales	Scheduler, Schedule Manager

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