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Send Invitation Permits a user to send an email invitation to an employee to join the organization. This privilege applies only to Microsoft Dynamics CRM Online deployments. Update Business Closures Permits the user to modify business working hours and closure information. Users access the Business Closures information in the Settings area. Approve E-mail Addresses for Users or Queues Permits the user to approve valid email addresses for users and queues. This additional security step prevents a user from fraudulently gaining access to a mailbox he or she should not be able to access. Assign Territory to User Permits the user to add or remove users from a sales territory. Users access the Sales Territories information in the Business Administration section of the Settings area. CRM Address Book Permits a user of the Microsoft Dynamics CRM clients for Outlook to select CRM records from his or her address book in Outlook.
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Managing Security and Information Access
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Permits the user to enable or disable users.
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Go Mobile Permits the user to access the Microsoft Dynamics CRM Mobile Express user interface. Language Settings Permits the user to access the language settings for the organization, including installing new language packs. Merge Permits the user to merge two records into a single record. Users with this privilege can access the Merge feature from the grid toolbar. Perform In-sync Rollups on Goals Permits the user to roll up goal data on demand, instead of waiting for the next scheduled update period. Read License Info Permits the user to access information about the Microsoft Dynamics CRM license information via the Application Programming Interface. No user interface is associated with this privilege. Reparent Team Permits the user to reparent a team. Send E-mail as Another User Permits the user to select a different user or queue for the From address of an email message sent with the Microsoft Dynamics CRM Send Direct E-mail feature. The Send Direct E-mail button appears on grids only if the user has the following security privileges:
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Read and Append privileges on the Activity entity Append To privileges for the entity to which the user is sending direct email (such as Contact or Account) Read privileges on the E-mail Template entity
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Part I Overview and Configuration
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Sync to Outlook Permits a user of Microsoft Dynamics CRM for Outlook to synchronize Microsoft Dynamics CRM data such as Contacts, Tasks, and Appointments to his or her Outlook file. Web Mail Merge Same as the Mail Merge privilege, but permits the user to access the mail merge functionality in the web interface without using Microsoft Dynamics CRM for Outlook. Browse Availability Service area. Delete Own Calendar work hours. Search Availability a Service activity. Read Own Calendar Write Own Calendar calendar. Permits the user to view the Service Calendar located in the Permits users to delete the service calendar related to their
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Permits the user to search for available times when scheduling Permits users to create new work hours for themselves. Allows users to see their own work hours and calendar. Allows users to modify their work hours and the associated
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Managing Security and Information Access
Execute Workflow Job In addition to proper permissions to the System Job entity, users need this privilege to execute manual workflow rules or automatic workflow rules. Import Customizations Dynamics CRM. Permits the user to import a configuration file into Microsoft
Modify Customization Constraints This privilege does not impact the system; Microsoft refactored this feature but did not remove the privilege. Export Customizations Permits the user to export system customizations from Microsoft Dynamics CRM to a configuration file. Publish Customizations Permits the user to publish customizations applied to an entity. ISV Extensions This privilege exists for backward compatibility with Microsoft Dynamics CRM 4.0. During the upgrade process, Microsoft Dynamics CRM converts custom 4.0 controls to ribbon buttons in Microsoft Dynamics CRM 2011 and then uses this privilege to determine which ribbon buttons users should see in the upgraded environment.
If you re still not sure what a specific privilege does or whether it will do what you want, you can easily test a privilege by simply selecting the access level for a security role, saving the role, and then logging on to Microsoft Dynamics CRM as a user with only that security role. Remember that if your personal account has a System Administrator role, you have Organization access level rights for all privileges, so don t log on as a System Administrator to test security privileges. Testing security privileges is a good example of when you may want to impersonate a different user when you log on to Microsoft Dynamics CRM. We explained earlier in the chapter how you can modify your Internet Explorer security settings so that Microsoft Dynamics CRM prompts you to enter a user name and password instead of using Integrated Windows authentication. Note Miscellaneous privileges don t apply to custom entities that you create.
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