The following table shows the default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline. Some tasks require special privileges A user's rights to perform specific actions on specific record types or to perform tasks. Privileges are assigned by system administrators to security roles. Users are then assigned security roles. Examples of privileges include Update Account and Publish Customizations..
E-mail Tasks
Default Security Roles and Special Privileges
Can Task Be Done Offline?
Create messages
Security roles: Any
Yes
Send invitation to a new user
Security roles: System Administrator
Privileges: Send Invitation A privilege required to send an invitation to another user to sign up for Microsoft Dynamics CRM Online. This privilege is on the Business Management tab in Security Roles.
No
Create personal e-mail templates
Security roles: Any
Privileges: Publish E-mail Templates A privilege required to make e-mail templates available to all Microsoft Dynamics CRM Online users. This privilege is on the Core Records tab in Security Roles.
Yes
Create and edit organizational e-mail templates
Security roles: Default management security roles CEO-Business Manager, System Administrator, System Customizer, Vice President of Marketing, Vice President of Sales.
Yes
Microsoft Office Word Mail Merge Tasks
Default Security Roles and Required Privileges
Can Task Be Done Offline?
Create a mail merge document
Security roles: Any
Privileges: Web Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge from the Web application. This privilege is on the Business Management tab in Security Roles. or Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge. This privilege is on the Business Management tab in Security Roles.
Yes. Activities will not be created, and you cannot create a quick campaign.
Print a quote with a mail merge document
Security roles: Any
Privileges: Web Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge from the Web application. This privilege is on the Business Management tab in Security Roles. or Mail Merge A privilege required to send e-mail to accounts or contacts using mail merge. This privilege is on the Business Management tab in Security Roles.
Mail Merge Template A privilege required to create a template for use with mail merge. This privilege is on the Core Records tab in Security Roles.:Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role.,Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
Yes. Activities will not be created.
Create and edit organizational templates for Microsoft Office Word Mail Merge
Security roles: Default management security roles CEO-Business Manager, System Administrator, System Customizer, Vice President of Marketing, Vice President of Sales.
Privileges: Publish Mail Merge Templates To Organization A privilege required to make mail merge templates available to all Microsoft Dynamics CRM Online users. This privilege is on the Core Records tab in Security Roles.
