When you read the Help, 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.
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 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 privilege on account records you own.
If you are curious about what privileges 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
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
The privileges selected under Security indicate which permissions you have for this record.