Tasks for working with records
|
Default security roles and required privileges
|
Can task be done offline?
|
Print
|
Security roles: Any
Privileges: Any record type: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role.
|
Yes
|
Edit records in bulk
|
Security roles: Any
Privileges: Bulk Edit A privilege required to select multiple records and edit them at the same time. This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Work with local data offline
|
Security roles: Any
Privileges: Go Offline A privilege required to use in offline mode (disconnected from the Microsoft Dynamics CRM server). This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Create a contact, lead, account, activity, opportunity, note, or personal e-mail template
|
Security roles: Any
|
Yes
|
Create or edit an appointment
|
Security roles: Any
|
Yes
|
Add a note or attach a file
|
Security roles: Any
|
Yes
|
Create other types of records
|
Security roles: Varies
|
Yes
|
Delete a contact, lead, account, activity, opportunity, note, or personal e-mail template
|
Security roles: Any
Privileges: See Delete Things.
|
Yes
|
Delete other types of records
|
Security roles: Varies
Privileges: See Delete Things.
|
Yes
|
Close an activity
|
Security roles: Varies
|
Yes
|
Assign a record
|
Security roles: Any
|
No
|
Share a record
|
Security roles: Any
Privileges: The person sharing the record must have User User  An access level that lets the user work with record types they own, record types that are shared with the user, and record types that are shared with the team of which the user is a member. For example, if a user is assigned the User access level on the Read privilege for Account records, the only accounts that can be read are those that are owned by or shared to the user. Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role. and Share A privilege required to give access to a record to another user while keeping your own access. Which records can be shared depends on the access level of the permission defined in your security role. for the record type. The person to whom the record is being shared does not need Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role. access.
|
No
|
Check for duplicates from a list of records
|
Security roles: Any
|
No
|
Merge two records
|
Security roles: Any
Privileges: Merge A privilege required to merge two records. This privilege is on the Business Management tab in Security Roles.
|
Yes. Only records that are saved as local data can be merged.
|
Apply a workflow rule to a record
|
Security roles: Any
Privileges: Execute Workflow Job A privilege required to apply a workflow rule to selected records. This privilege is on the Customization tab in Security Roles.
|
No
|
Convert an activity to a case
|
Security roles: Any
|
Yes
|
Convert an activity to an opportunity
|
Security roles: Any
|
Yes
|
Convert an e-mail to a lead
|
Security roles: Any
|
Yes
|
Find things
|
Security roles: Any
Privileges: None
|
Yes
|
Work with saved searches
|
Security roles: Any
|
No
|
Work with integrated instant messaging
|
Security roles: Any
|
No
|
Indicate how records are related with connections
|
Security roles: Any
|
No
|
Exporting and importing data tasks
|
Default security roles and required privileges
|
Can task be done offline?
|
Export a list to Excel
|
Security roles: Any
Privileges: Export to Excel A privilege required to export data from a list to Microsoft Office Excel. This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Import data
|
Security roles: For accounts, contacts, activities, e-mail templates: any
Other record types are only available for specific security roles.
Privileges:
User User An access level that lets the user work with record types they own, record types that are shared with the user, and record types that are shared with the team of which the user is a member. For example, if a user is assigned the User access level on the Read privilege for Account records, the only accounts that can be read are those that are owned by or shared to the user. Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., 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., and Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role. on the Data Import record type A record type whose privileges control permission to import data. This record type is on the Core Records tab in Security Roles.
For importing data, User User An access level that lets the user work with record types they own, record types that are shared with the user, and record types that are shared with the team of which the user is a member. For example, if a user is assigned the User access level on the Read privilege for Account records, the only accounts that can be read are those that are owned by or shared to the user. 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. on the record type being imported
|
No
|
Create, modify, and delete data maps
|
Security roles: Any
|
No
|
Microsoft Dynamics CRM for Outlook tasks
|
Default security roles and required privileges
|
Can task be done offline?
|
Go offline
|
Security roles: Any
Privileges: Go Offline A privilege required to use in offline mode (disconnected from the Microsoft Dynamics CRM server). This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Set synchronization options for Microsoft Dynamics CRM to Outlook
|
Security roles: Any
Privileges: Sync to Outlook A privilege required to synchronize Microsoft Office Outlook information to Microsoft Dynamics CRM information. This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Set synchronization options for local data
|
Security roles: Any
Privileges: Go Offline A privilege required to use in offline mode (disconnected from the Microsoft Dynamics CRM server). This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Synchronize Microsoft Dynamics CRM to Outlook
|
Security roles: Any
Privileges: Sync to Outlook A privilege required to synchronize Microsoft Office Outlook information to Microsoft Dynamics CRM information. This privilege is on the Business Management tab in Security Roles.
|
Yes
|
Save and link Outlook tasks and appointments in Microsoft Dynamics CRM
|
Security roles: Any
Privileges: For the record type: Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
|
Yes
|
Save and link Outlook contacts in Microsoft Dynamics CRM
|
Security roles: Any
Privileges: Contact record type A record type whose privileges control permission to access and modify contacts. This record type is on the Core Records tab in Security Roles.: Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
|
Yes
|
Remove tracking from a record in Microsoft Dynamics CRM
|
Security roles: Any
Privileges: Contact record type A record type whose privileges control permission to access and modify contacts. This record type is on the Core Records tab in Security Roles.: Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
For the record type: Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
|
Yes
|