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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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Privileges by Message

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[Applies to: Microsoft Dynamics CRM 4.0]

This topic enumerates the maximum set of privileges needed for each message in the SDK. Note that for some messages the exact set of privileges needed depends on the entity types specified in the request. The following table lists each message in the SDK.

Message
AddItemCampaign
AddItemCampaignActivity
AddMemberList
AddMembersTeam
AddPrivilegesRole
AddProductToKit
AddSubstituteProduct
Assign
AssignUserRolesRole
AssociateEntities
AutoMapEntity
BackgroundSendEmail
Book
BulkDelete
BulkDetectDuplicates
CalculateActualValueOpportunity
CalculateTotalTimeIncident
CancelContract
CancelSalesOrder
CheckIncomingEmail
CheckPromoteEmail
CloneContract
CloseIncident
CloseQuote
CompoundCreate
CompoundUpdate
CompoundUpdateDuplicateDetectionRule
ConvertKitToProduct
ConvertProductToKit
ConvertQuoteToSalesOrder
ConvertSalesOrderToInvoice
CopyCampaign
CopyMembersList
Create
CreateActivitiesList
CreateWorkflowFromTemplate
Delete
DeliverIncomingEmail
DeliverPromoteEmail
DetachFromQueueEmail
DisassociateEntities
DistributeCampaignActivity
DownloadReportDefinition
ExecuteByIdSavedQuery
ExecuteByIdUserQuery
ExecuteCampaignActivity
ExecuteFetch
ExecuteWorkflow
ExpandCalendar
ExportAllXml
ExportCompressedAllXml
ExportCompressedTranslationsXml
ExportCompressedXml
ExportTranslationsXml
ExportXml
FetchXmlToQueryExpression
FindParentResourceGroup
FulfillSalesOrder
GenerateInvoiceFromOpportunity
GenerateQuoteFromOpportunity
GenerateSalesOrderFromOpportunity
GetAllTimeZonesWithDisplayName
GetDecryptionKey
GetDistinctValuesImportFile
GetHeaderColumnsImportFile
GetInvoiceProductsFromOpportunity
GetQuantityDecimal
GetQuoteProductsFromOpportunity
GetReportHistoryLimit
GetSalesOrderProductsFromOpportunity
GetTrackingTokenEmail
GrantAccess
Handle
ImportAllXml
ImportCompressedAllXml
ImportCompressedTranslationsXmlWithProgress
ImportCompressedXmlWithProgress
ImportRecordsImport
ImportTranslationsXmlWithProgress
ImportXml
ImportXmlWithProgress
InitializeFrom
InstantiateTemplate
IsBackOfficeInstalled
IsValidStateTransition
LocalTimeFromUtcTime
LockInvoicePricing
LockSalesOrderPricing
LoseOpportunity
MakeAvailableToOrganizationReport
MakeAvailableToOrganizationTemplate
MakeUnavailableToOrganizationReport
MakeUnavailableToOrganizationTemplate
Merge
ModifyAccess
ParseImport
ProcessInboundEmail
PublishAllXml
PublishDuplicateRule
PublishXml
QualifyMemberList
QueryExpressionToFetchXml
QueryMultipleSchedules
QuerySchedule
ReassignObjectsSystemUser
RegisterSolution
RemoveItemCampaign
RemoveItemCampaignActivity
RemoveMemberList
RemoveMembersTeam
RemoveParent
RemovePrivilegeRole
RemoveProductFromKit
RemoveRelated
RemoveSubstituteProduct
RemoveUserRolesRole
RenewContract
ReplacePrivilegesRole
Reschedule
ResetDataFilters
Retrieve
RetrieveAllChildUsersSystemUser
RetrieveAvailableLanguages
RetrieveBusinessHierarchyBusinessUnit
RetrieveByGroupResource
RetrieveByResourceResourceGroup
RetrieveByResourcesService
RetrieveByTopIncidentProductKbArticle
RetrieveByTopIncidentSubjectKbArticle
RetrieveDeploymentLicenseType
RetrieveDeprovisionedLanguages
RetrieveDuplicates
RetrieveExchangeRate
RetrieveInstalledLanguagePacks
RetrieveLicenseInfo
RetrieveLocLabels
RetrieveMembersBulkOperation
RetrieveMembersTeam
RetrieveMultiple
RetrieveOrganizationResources
RetrieveParentGroupsResourceGroup
RetrieveParsedDataImportFile
RetrievePrincipalAccess
RetrievePrivilegeSet
RetrieveProvisionedLanguages
RetrieveRolePrivilegesRole
RetrieveSharedPrincipalsAndAccess
RetrieveSubGroupsResourceGroup
RetrieveSubsidiaryTeamsBusinessUnit
RetrieveSubsidiaryUsersBusinessUnit
RetrieveTeamsSystemUser
RetrieveUserPrivileges
RetrieveUserSettingsSystemUser
RetrieveVersion
ReviseQuote
RevokeAccess
Rollup
Route
Search
SearchByBodyKbArticle
SearchByKeywordsKbArticle
SearchByTitleKbArticle
SendBulkMail
SendEmail
SendEmailFromTemplate
SendFax
SendTemplate
SetBusinessEquipment
SetBusinessSystemUser
SetLocLabels
SetParentBusinessUnit
SetParentSystemUser
SetParentTeam
SetRelated
SetStateAccount
SetStateAppointment
SetStateBusinessUnit
SetStateCampaign
SetStateCampaignActivity
SetStateCampaignResponse
SetStateContact
SetStateContract
SetStateContractDetail
SetStateDiscountType
SetStateDynamicEntity
SetStateEmail
SetStateFax
SetStateImportMap
SetStateIncident
SetStateIncidentResolution
SetStateInvoice
SetStateKbArticle
SetStateLead
SetStateLetter
SetStateList
SetStateMailMergeTemplate
SetStateOpportunity
SetStateOpportunityClose
SetStateOrderClose
SetStatePhoneCall
SetStatePriceLevel
SetStateProduct
SetStateQuote
SetStateQuoteClose
SetStateRelationshipRole
SetStateSalesOrder
SetStateSdkPrivilegesProcessingStep
SetStateServiceAppointment
SetStateSystemUser
SetStateTask
SetStateTransactionCurrency
SetStateUserQuery
SetStateWorkflow
TransformImport
UnlockInvoicePricing
UnlockSalesOrderPricing
UnpublishDuplicateRule
UnregisterSolution
Update
UpdateUserSettingsSystemUser
UtcTimeFromLocalTime
Validate
ValidateSavedQuery
WhoAmI
WinOpportunity
WinQuote


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