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.
Account and Contact Tasks |
Default Security Roles and Special Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create or edit an account |
Security roles: Any. |
Yes |
Create or edit a contact |
Security roles: Any. |
Yes |
Create an opportunity, quote, order, or invoice from within an account or contact |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Create a case from within an account or contact |
Security roles: Any default sales, marketing, or customer service security role. Privileges: Customer Service Manager, Customer Service Representative |
Yes |
Create a contract from within an account or contact |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Add a customer relationship to an account or contact |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Deactivate or activate an account or contact |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Lead Tasks |
Default Security Roles and Required Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create, edit, qualify, convert, disqualify, close, or reactive a lead |
Security roles: Any default marketing or sales security role. |
Yes |
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 |
Opportunity Tasks |
Default Security Roles and Required Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create, edit, close, reopen, or recalculate the revenue for an opportunity Add or remove a product for an opportunity Add a customer relationship, quote, order, invoice, or competitor to an opportunity |
Security roles: Any default marketing or sales security role. |
Yes |
Competitor Tasks |
Default Security Roles and Required Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create or edit a competitor |
Security roles: Any default marketing management or any sales security role. |
Yes |
Add or remove products, opportunities, or sales literature for a competitor |
Security roles: Any default marketing management or any sales security role. |
Yes |
Sales Literature Tasks |
Default Security Roles and Required Privileges |
Can Task Be Done Offline? |
|---|---|---|
Add or edit sales literature |
Security roles: Any default marketing management or any sales security role. |
Cannot be edited offline. |
Add or remove sales literature documents |
Security roles: Any default marketing management or any sales security role. |
Yes |
Add or remove competitors for sales literature |
Security roles: Any default marketing management or any sales security role. |
No |
Quote, Order, and Invoice Tasks |
Default Security Roles and Required Privileges |
Can Task Be Done Offline? |
|---|---|---|
Create or edit a quote, order, or invoice |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Add or remove a contact for a quote, order, or invoice |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Activate a quote |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Edit an active quote |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |
Create an order from a quote |
Security roles: Any default sales, marketing, or customer service security role. |
No |
Create an invoice from an order |
Security roles: Any default sales, marketing, or customer service security role. |
No |
Close an active quote, order, or invoice |
Security roles: Any default sales, marketing, or customer service security role. |
Yes |