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.
Scheduling Tasks |
Default Security Roles and Privileges |
Can Task Be Done Offline? |
|---|---|---|
View the schedule |
Security roles: Any security role except System Customizer |
Yes, but calendar may not be up-to-date. |
Find an available time in the schedule |
Security roles: Scheduler |
Yes, but calendar may not be up-to-date. |
Create a service activity |
Security roles: Scheduler |
Yes, but calendar may not be up-to-date. New appointments and service activities may display conflicts after synchronization. |
Work Schedule Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
Change my work hours |
Security roles: Any |
Yes, but calendar may not be up-to-date. |
Change another resource's work hours |
Security roles: Schedule Manager |
Yes, but calendar may not be up-to-date. |
Block your entire organization from a schedule |
Security roles: Schedule Manager Privileges: Update Business Closures |
Yes |
Service Tasks |
Security Roles and Privileges |
Can Task Be Done Offline? |
Create or edit services |
Security roles: Schedule Manager |
Yes |
Activate or deactivate services |
Security roles: Schedule Manager |
Yes |
Restrict when resources can be scheduled |
Security roles: Schedule Manager |
Yes |
Create and edit selection rules for services |
Security roles: Schedule Manager |
Yes |