Monday, May 2, 2016

Minimum privileges for common tasks in MS CRM

1. When logging in to Microsoft Dynamics CRM:


  • To render the home page, assign the following privileges on the Customization tab: Read Web Resource, Read Customizations
  • To render an entity grid (that is, to view lists of records and other data): Read privilege on the entity, Read User Settings on the Business Management tab, and Read View on the Customization tab
  • To view single entities in detail: Read privilege on the entity, Read System Form on the Customization tab, Create and Read User Entity UI Settings on the Core Records tab

2. When logging in to Dynamics CRM for Outlook:

  • To render navigation for Microsoft Dynamics CRM and all Microsoft Dynamics CRM buttons: Read Entity and Read View on the Customizations tab
  • To render an entity grid: Read privilege on the entity, Read Customizations and Read Web Resource on the Customization tab, and Read Saved View on the Core Records tab
  • To render entities: Read privilege on the entity, Read System Form on the Customization tab, and Create, Read, and Write User Entity UI Settings on the Core Records tab

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