Why is an area, field, button, or action dimmed or missing?

When you read the Help The documentation that is provided to assist users with learning how to use Microsoft Dynamics CRM Online. Help available from the Help menu. You can get help for the specific page you are on, or click Contents or Troubleshooting to find more information., you may find that a task is described, but that the item is dimmed or not visible to you in Microsoft Dynamics CRM Online. The areas, fields, buttons, and actions that you have access to are controlled by your security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system..

For example, if the Schedule Manager or Scheduler security role is the only security role assigned to your account, you have permission to do tasks related to service scheduling, but not to other areas of the application, so the Sales area would not be visible.

It is also possible that your system administrator customized your security role. For example, some organizations control how new accounts are added by removing the Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. privilege from many security roles. If your security role was missing the Account Create privilege, the accounts list you see would not include New.

Here's another example: you have a Salesperson security role and assign an account record to another user. When you open the record, Assign is no longer on the Actions menu. It's not there because you no longer own the record, and you only have the Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role. privilege on account records you own.

If you are curious about what privileges A user's rights to perform specific actions on specific record types or to perform tasks. Privileges are assigned by system administrators to security roles. Users are then assigned security roles. Examples of privileges include Update Account and Publish Customizations. are assigned to your security role, all default security roles allow you to browse the Users and Security Roles areas.

View the security roles you are assigned

1. In the Navigation Pane, click Settings, click Administration, and then click Users.
2. Find yourself in the list, and double-click your name.
3. Click Roles, and then see which roles you are assigned.
4. Double-click each security role you are assigned, and then click each tab to see the privileges that are associated with this role.

If you don't have permission to do a required task, contact your manager or system administrator.

For any record, you can also check what permissions you have. To see your permissions on a record

1. With the record open, click the File menu button , and then click Properties.

   The privileges selected under Security indicate which permissions you have for this record.