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Microsoft Dynamics CRM
Microsoft Dynamics CRM 4.0
Software Development Kit
Appendix A: Security Roles and Privileges
Privileges by Message
AddItemCampaign Privileges
AddItemCampaignActivity Privileges
AddMemberList Privileges
AddMembersTeam Privileges
AddPrivilegesRole Privileges
AddProductToKit Privileges
AddSubstituteProduct Privileges
Assign Privileges
AssignUserRolesRole Privileges
AssociateEntities Privileges
AutoMapEntity Privileges
BackgroundSendEmail Privileges
Book Privileges
BulkDelete Privileges
BulkDetectDuplicates Privileges
CalculateActualValueOpportunity Privileges
CalculateTotalTimeIncident Privileges
CancelContract Privileges
CancelSalesOrder Privileges
CheckIncomingEmail Privileges
CheckPromoteEmail Privileges
CloneContract Privileges
CloseIncident Privileges
CloseQuote Privileges
CompoundCreate Privileges
CompoundUpdate Privileges
CompoundUpdateDuplicateDetectionRule
ConvertKitToProduct Privileges
ConvertProductToKit Privileges
ConvertQuoteToSalesOrder Privileges
ConvertSalesOrderToInvoice Privileges
CopyCampaign Privileges
CopyMembersList Privileges
Create Privileges
CreateActivitiesList Privileges
CreateWorkflowFromTemplate Privileges
Delete Privileges
DeliverIncomingEmail Privileges
DeliverPromoteEmail Privileges
DetachFromQueueEmail Privileges
DisassociateEntities Privileges
DistributeCampaignActivity Privileges
DownloadReportDefinition Privileges
ExecuteByIdSavedQuery Privileges
ExecuteByIdUserQuery Privileges
ExecuteCampaignActivity Privileges
ExecuteFetch Privileges
ExecuteWorkflow Privileges
ExpandCalendar Privileges
ExportAllXML Privileges
ExportCompressedAllXml Privileges
ExportCompressedTranslationsXml Privileges
ExportCompressedXml Privileges
ExportTranslationsXml Privileges
ExportXML Privileges
FetchXmlToQueryExpression Privileges
FindParentResourceGroup Privileges
FulfillSalesOrder Privileges
GenerateInvoiceFromOpportunity Privileges
GenerateQuoteFromOpportunity Privileges
GenerateSalesOrderFromOpportunity Privileges
GetAllTimeZonesWithDisplayName Privileges
GetDecryptionKey Privileges
GetDistinctValuesImportFile Privileges
GetHeaderColumnsImportFile Privileges
GetInvoiceProductsFromOpportunity Privileges
GetQuantityDecimal Privileges
GetQuoteProductsFromOpportunity Privileges
GetReportHistoryLimit Privileges
GetSalesOrderProductsFromOpportunity Privileges
GetTimeZoneCodeByLocalizedName Privileges
GetTrackingTokenEmail Privileges
GrantAccess Privileges
Handle Privileges
ImportAllXML Privileges
ImportCompressedAllXml Privileges
ImportCompressedTranslationsXmlWithProgress Privileges
ImportCompressedXmlWithProgress Privileges
ImportRecordsImport Privileges
ImportTranslationsXmlWithProgress Privileges
ImportXML Privileges
ImportXmlWithProgress Privileges
InitializeFrom Privileges
InstantiateTemplate Privileges
IsBackOfficeInstalled Privileges
IsValidStateTransition Privileges
LocalTimeFromUtcTime Privileges
LockInvoicePricing Privileges
LockSalesOrderPricing Privileges
LoseOpportunity Privileges
MakeAvailableToOrganizationReport Privileges
MakeAvailableToOrganizationTemplate Privileges
MakeUnavailableToOrganizationReport Privileges
MakeUnavailableToOrganizationTemplate Privileges
Merge Privileges
ModifyAccess Privileges
ParseImport Privileges
ProcessInboundEmail Privileges
PublishAllXML Privileges
PublishDuplicateRule Privileges
PublishXML Privileges
QualifyMemberList Privileges
QueryExpressionToFetchXml Privileges
QueryMultipleSchedules Privileges
QuerySchedule Privileges
ReassignObjectsSystemUser Privileges
RegisterSolution Privileges
RemoveItemCampaign Privileges
RemoveItemCampaignActivity Privileges
RemoveMemberList Privileges
RemoveMembersTeam Privileges
RemoveParent Privileges
RemovePrivilegeRole Privileges
RemoveProductFromKit Privileges
RemoveRelated Privileges
RemoveSubstituteProduct Privileges
RemoveUserRolesRole Privileges
RenewContract Privileges
ReplacePrivilegesRole Privileges
Reschedule Privileges
ResetDataFilters Privileges
Retrieve Privileges
RetrieveAllChildUsersSystemUser Privileges
RetrieveAvailableLanguages Privileges
RetrieveBusinessHierarchyBusinessUnit Privileges
RetrieveByGroupResource Privileges
RetrieveByResourceResourceGroup Privileges
RetrieveByResourcesService Privileges
RetrieveByTopIncidentProductKbArticle Privileges
RetrieveByTopIncidentSubjectKbArticle Privileges
RetrieveDeploymentLicenseType Privileges
RetrieveDeprovisionedLanguages Privileges
RetrieveDuplicates Privileges
RetrieveExchangeRate Privileges
RetrieveInstalledLanguagePacks Privileges
RetrieveLicenseInfo Privileges
RetrieveLocLabels Privileges
RetrieveMembersBulkOperation Privileges
RetrieveMembersTeam Privileges
RetrieveMultiple Privileges
RetrieveOrganizationResources Privileges
RetrieveParentGroupsResourceGroup Privileges
RetrieveParsedDataImportFile Privileges
RetrievePrincipalAccess Privileges
RetrievePrivilegeSet Privileges
RetrieveProvisionedLanguages Privileges
RetrieveRolePrivilegesRole Privileges
RetrieveSharedPrincipalsAndAccess Privileges
RetrieveSubGroupsResourceGroup Privileges
RetrieveSubsidiaryTeamsBusinessUnit Privileges
RetrieveSubsidiaryUsersBusinessUnit Privileges
RetrieveTeamsSystemUser Privileges
RetrieveUserPrivileges Privileges
RetrieveUserSettingsSystemUser Privileges
RetrieveVersion Privileges
ReviseQuote Privileges
RevokeAccess Privileges
Rollup Privileges
Route Privileges
Search Privileges
SearchByBodyKbArticle Privileges
SearchByKeywordsKbArticle Privileges
SearchByTitleKbArticle Privileges
SendBulkMail Privileges
SendEmail Privileges
SendEmailFromTemplate Privileges
SendFax Privileges
SendTemplate Privileges
SetBusinessEquipment Privileges
SetBusinessSystemUser Privileges
SetLocLabels Privileges
SetParentBusinessUnit Privileges
SetParentSystemUser Privileges
SetParentTeam Privileges
SetRelated Privileges
SetReportRelated Privileges
SetState Privileges
TransformImport Privileges
UnlockInvoicePricing Privileges
UnlockSalesOrderPricing Privileges
UnpublishDuplicateRule Privileges
UnregisterSolution Privileges
Update Privileges
UpdateUserSettingsSystemUser Privileges
UtcTimeFromLocalTime Privileges
Validate Privileges
ValidateSavedQuery Privileges
WhoAmI Privileges
WinOpportunity Privileges
WinQuote Privileges
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InstantiateTemplate Privileges

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[Applies to: Microsoft Dynamics CRM 4.0]

The following table lists the maximum set of privileges needed for the InstantiateTemplate message. The exact set of privileges needed depends on the entity types specified in the request.

EntityTargetPrivileges
templateNoneprvReadAsyncOperation

prvReadEmailTemplate

prvReadUser


See Also

Reference


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