Wednesday, February 17, 2016

Minimum privileges required to access CRM application

To access CRM application using either Browser or Outlook and perform common tasks all users must be assigned at least one security role with below minimum privileges.

Below is the matrix
Entity Name
Privilege(s)  
Access Level
Security role “Tab” Name
User Entity UI SettingsCreate, Read, WriteUserCore Records
User SettingsReadUserBusiness Management
CustomizationsReadOrganizationCustomization
System FormReadOrganizationCustomization
ViewReadOrganizationCustomization
Web ResourceReadOrganizationCustomization
Below are minimum privileges you need to define for some common tasks
Access CRM using Browser:
  • To render the Home page: prvReadWebResource, prvReadCustomization
  • To render an Entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
  • To view single Entitie in detail: Read privilege on the entity, prvReadSystemForm,  prvCreateUserEntityUISettings, prvReadUserEntityUISettings
Access CRM using Outlook:
  • To render navigation for CRM and all CRM buttons: prvReadEntity, prvReadQuery
  • To render an Entity grid: Read privilege on the entity, prvReadCustomization, prvReadWebResource, prvReadUserQuery
  • To render Entities: Read privilege on the entity, prvReadSystemForm, prvCreateUserEntityUISettings, prvReadUserEntityUISettings, prvWriteUserEntityUISettings
We can get more information in the Helper page from “Security Role” form (Refer Navigation below).

Below is the link from where it's taken-


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