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.
Tasks related to campaigns |
Default security roles and required privileges |
Can task be done offline? |
|---|---|---|
Create or edit a campaign |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Create a campaign template |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add a marketing list to a campaign |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add sales literature to a campaign |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add a product to a campaign |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add a planning task to a campaign |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add a campaign activity to a campaign |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Distribute a campaign activity |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes, unless you are sending e-mail through Microsoft Dynamics CRM. However, Microsoft Dynamics CRM will send messages when you go online. Mail-merge activities created for a campaign cannot be distributed from the Web application, but can be saved as a draft and sent later from Microsoft Dynamics CRM for Outlook. |
Tasks related to quick campaigns |
Default security roles and required privileges |
Can task be done offline? |
|---|---|---|
Create a quick campaign |
Security roles: Any default marketing or sales security role. Privileges: Create Quick Campaign |
Yes |
Tasks related to campaign responses |
Default security roles and required privileges |
Can task be done offline? |
|---|---|---|
Create a campaign response |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Copy a campaign response |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Convert a campaign response to a lead or opportunity |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Close a campaign response |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Reactivate a campaign response |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Tasks related to marketing lists |
Default security roles and required privileges |
Can task be done offline? |
|---|---|---|
Create or edit a marketing list |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Activate a marketing list |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add members to a marketing list |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Add members from one marketing list to another marketing list |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Merge marketing lists |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Remove members from a marketing list |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Qualify or convert multiple records at once |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |
Change the columns displayed for marketing list members |
Security roles: Vice President of Marketing, Marketing Manager, Marketing Professional |
Yes |