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 for Outlook offline. Some tasks require special 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 privacy preferences for the organization	Security roles: System Administrator, System Customizer	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, equipment, and 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, remove, activate, or deactivate a currency	Security roles: System Administrator	No

Set the currency for a record	Security roles: System Administrator	No
Manage business closures, queues, quotes, services, or 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 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, resume, or change recurrence of a bulk-deletion job	Security roles: Any	No
Delete a bulk-deletion job	Security roles: System Administrator	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

System Job Tasks	Security Roles and Privileges	Can Task Be Done Offline?
View system jobs	Security roles: Any	No
Cancel, pause, postpone, or resume a system job	Security roles: System Administrator, System Customizer	No

Related Topics

Configuration Permissions

Controlling Data Access

Check Your Permissions for a Record

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