Permissions required for e-mail-related tasks

Create messages

Security roles: Any

Yes

Create personal e-mail templates

Security roles: Any

Privileges: Publish E-mail Templates A privilege required to make e-mail templates available to all Microsoft Dynamics CRM users. This privilege is on the Core Records tab in Security Roles.

Yes

Create and edit organizational e-mail templates

Security roles: Default management security roles CEO-Business Manager, System Administrator, System Customizer, Vice President of Marketing, Vice President of Sales.

Yes

Microsoft Office Word mail merge tasks

Default security roles and required privileges

Can task be done offline?

Create a mail merge document

Security roles: Any

Privileges: Web Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge from the Web application. This privilege is on the Business Management tab in Security Roles. or Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge. This privilege is on the Business Management tab in Security Roles.

Yes. Activities will not be created, and you cannot create a quick campaign.

Print a quote with a mail merge document

Security roles: Any

Privileges: Web Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge from the Web application. This privilege is on the Business Management tab in Security Roles. or Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge. This privilege is on the Business Management tab in Security Roles.

Mail Merge Template A privilege required to create a template for use with mail merge. This privilege is on the Core Records tab in Security Roles.: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.,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.

Yes. Activities will not be created.

Create and edit organizational templates for Microsoft Office Word Mail Merge

Security roles: Default management security roles CEO-Business Manager, System Administrator, System Customizer, Vice President of Marketing, Vice President of Sales.

Privileges: Publish Mail Merge Templates To Organization A privilege required to make mail merge templates available to all Microsoft Dynamics CRM users. This privilege is on the Core Records tab in Security Roles.

Yes