[Applies to: Microsoft Dynamics CRM 4.0]
Permissions required for configuration 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. Because some tasks require special privileges, the table may also show these privileges.
Administration Tasks |
Default Security Roles and Special Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create, edit, or delete announcements |
Security roles: System Administrator, System Customizer |
No |
Add or modify a business unit |
Security roles: System Administrator |
No |
Modify system settings |
Security roles: System Administrator, System Customizer |
No |
Create a user, edit a user record, activate/deactivate user records, or assign security roles to users |
Security roles: System Administrator, System Customizer |
No |
Modify or add a license |
Security roles: System Administrator |
No |
Change auto-numbering formats |
Security roles: System Administrator, System Customizer |
No |
Add, copy, modify, or delete a security role |
Security roles: System Administrator |
No |
Assign a security role to a user |
Security roles: System Administrator |
No |
Modify or add a team |
Security roles: System Administrator |
No |
Enable or disable a language |
Security roles: System Administrator, System Customizer Privileges: Language record type: Language Settings |
No |
Sign up for product updates |
Security roles: Any Privileges: None |
No |
Business Management Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
|---|---|---|
Set fiscal year settings |
Security roles: System Administrator, System Customizer |
No |
Define facilities and equipment |
Security roles: System Administrator, System Customizer |
No |
Define resource groups |
Security roles: System Administrator, System Customizer |
No |
Create or edit a territory |
Security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, CEO-Business Manager |
No |
Add a salesperson to a territory |
Security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, CEO-Business Manager |
No |
Delete a territory |
Security roles: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, CEO-Business Manager |
No |
Manage sites |
Security roles: System Administrator, System Customizer |
No |
Add or remove a currency |
Security roles: System Administrator |
No |
Activate or deactivate a currency |
Security roles: System Administrator |
No |
Set the currency for a record |
Security roles: System Administrator |
No |
Manage business closures |
Security roles: System Administrator, System Customizer |
No |
Manage queues |
Security roles: System Administrator, System Customizer |
No |
Manage quotas |
Security roles: System Administrator, System Customizer |
No |
Manage services |
Security roles: System Administrator, System Customizer |
No |
Manage subjects |
Security roles: System Administrator, System Customizer |
No |
Manage relationship roles |
Security roles: System Administrator, System Customizer, CEO-Business Manager, Vice President of Marketing, Vice President of Sales |
No |
Organization Template Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
|---|---|---|
Creating and editing organizational article templates |
Security roles: Default management security roles Privileges: Publish E-mail Templates |
No |
Creating and editing organizational e-mail templates |
Security roles: Default management security roles Privileges: Publish E-mail Templates |
No |
Creating and editing contract templates |
Security roles: Default management security roles Privileges: Publish E-mail Templates |
No |
Creating and editing organizational templates for Microsoft Office Word Mail Merge |
Security roles: Default management security roles Privileges: Publish Mail Merge Templates To Organization |
No |
Product Catalog Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create or edit a discount list |
Security roles: System Administrator, System Customizer |
No |
Create or edit a discount |
Security roles: System Administrator, System Customizer |
No |
Deactivate or activate a discount list |
Security roles: System Administrator, System Customizer |
No |
Create a unit group |
Security roles: System Administrator, System Customizer |
No |
Add or edit a unit in a unit group |
Security roles: System Administrator, System Customizer |
No |
Create or edit a price list |
Security roles: System Administrator, System Customizer |
No |
Add price list items |
Security roles: System Administrator, System Customizer |
No |
Deactivate or activate a price list |
Security roles: System Administrator, System Customizer |
No |
Create or edit a product |
Security roles: System Administrator, System Customizer |
No |
Reclassify a product |
Security roles: System Administrator, System Customizer |
No |
Set the default price list for a product |
Security roles: System Administrator, System Customizer |
No |
Add substitute products |
Security roles: System Administrator, System Customizer |
No |
Convert a product into a kit |
Security roles: System Administrator, System Customizer |
No |
Add kit products |
Security roles: System Administrator, System Customizer |
No |
Deactivate or activate a product |
Security roles: System Administrator, System Customizer |
No |
Data Management Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
|---|---|---|
Enable or disable duplicate detection |
Security roles: System Administrator, System Customizer |
No |
Delete records in bulk |
Security roles: System Administrator Privileges: Bulk Delete |
No |
Postpone, pause, or resume a bulk-deletion job |
Security roles: Any |
No |
Delete a bulk-deletion job |
Security roles: System Administrator |
No |
Change the recurrence of a bulk-deletion job |
Security roles: Any |
No |
Create or edit a duplicate-detection rule |
Security roles: Default management security roles |
No |
Publish duplicate-detection rules |
Security roles: System Administrator, System Customizer Privileges: Duplicate Detection Rule record type: Publish |
No |
Create, modify and delete data maps used for data import |
Security roles: Any |
No |
Install and run the Data Migration Manager |
Security roles: System Administrator Must also be a member of the local Administrators group on the computer on which Data Migration Manager is installed. Privileges: Not grantable to others |
No |
System Job Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
|---|---|---|
View system jobs |
Security roles: Any |
No |
Cancel a system job |
Security roles: System Administrator, System Customizer |
No |
Pause a system job |
Security roles: System Administrator, System Customizer |
No |
Postpone a system job |
Security roles: System Administrator, System Customizer |
No |
Resume a paused system job |
Security roles: System Administrator, System Customizer |
No |
