Permissions required for CRM for Outlook tasks
Applies To: Dynamics CRM 2015
The following table shows the default security roles required to perform Dynamics CRM for Outlook tasks, and whether the task can be performed while using Dynamics CRM for Outlook offline.
Dynamics CRM for Outlook Tasks |
Default Security Roles and Required Privileges |
Can Task Be Done Offline? |
|---|---|---|
Go Offline |
Security roles: Any Privileges: Go Offline |
Yes |
Set synchronization options Microsoft Dynamics CRM to Outlook |
Security roles: Any Privileges: Sync to Outlook |
Yes |
Set local data synchronization options |
Security roles: Any Privileges: Go Offline |
Yes |
Synchronize Microsoft Dynamics CRM to Outlook |
Security roles: Any Privileges: Sync to Outlook |
Yes |
Save and link Outlook tasks and appointments in Microsoft Dynamics CRM |
Security roles: Any Privileges: For the record type: Write, Append To |
Yes |
Save and link Outlook contacts in Microsoft Dynamics CRM |
Security roles: Any Privileges: Contact record type: Write, Append To |
Yes |
Remove tracking in Microsoft Dynamics CRM from a record |
Security roles: Any Privileges: Contact record type: Write, Append To For the record type: Write, Append To |
Yes |
See Also
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