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Privileges by entity

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online ship with a set of predefined roles that reflect common user roles with access levels defined to match the security best-practice goal of providing access to the minimum amount of business data required for the job. You can also create custom roles. Each role is associated with a set of privileges that determines the user's access to information within the company. These privileges determine what actions a user with that security role can perform on entities. For more information, see the How role-based security can be used to control access to entities in Microsoft Dynamics CRM and How record-based security can be used to control access to records in Microsoft Dynamics CRM.

The following table lists the types of privileges that are referred to from the following entity/privilege reference.

 

Privilege

Description

Create

Create a record.

Read

View a record.

Write

Make changes to a record.

Delete

Delete a record.

Append

Associate a record to another record.

Append To

Associate entity record to this record.

Assign

Transfer record ownership to another user.

Share

Give access to a record to another user while keeping your own access.

Reparent

Assign a different parent to entity record.

These topics list the privileges available for each entity. For a list of privileges that are not entity based, see Privileges not associated with an entity.

In This Section

Account entity privileges

ActivityMimeAttachment (email attachment) entity privileges

ActivityParty entity privileges

ActivityPointer (activity) entity privileges

Annotation (note) entity privileges

AnnualFiscalCalendar entity privileges

ApplicationFile entity privileges

Appointment entity privileges

AsyncOperation (system job) entity privileges

AttributeMap entity privileges

Audit (auditing) entity privileges

BulkDeleteFailure entity privileges

BulkDeleteOperation entity privileges

BulkOperation (quick campaign) entity privileges

BulkOperationLog entity privileges

BusinessUnit entity privileges

BusinessUnitNewsArticle (announcement) entity privileges

Calendar entity privileges

Campaign entity privileges

CampaignActivity entity privileges

CampaignResponse entity privileges

ColumnMapping entity privileges

Competitor entity privileges

ComplexControl entity privileges

Connection entity privileges

ConnectionRole entity privileges

ConnectionRoleObjectTypeCode entity privileges

ConstraintBasedGroup (resource group) entity privileges

Contact entity privileges

Contract entity privileges

ContractDetail (contract line) entity privileges

ContractTemplate entity privileges

CustomerAddress (address) entity privileges

CustomerOpportunityRole (opportunity relationship) entity privileges

CustomerRelationship entity privileges

Dependency entity privileges

Discount entity privileges

DiscountType entity (discount list) privileges

DisplayString entity privileges

DuplicateRecord entity privileges

DuplicateRule (duplicate detection rule) entity privileges

DuplicateRuleCondition entity privileges

Email entity privileges

EmailServerProfile entity privileges

Entitlement entity privileges

EntitlementTemplate entity privileges

EntityMap Entity Privileges

Equipment (facility/equipment) entity privileges

ExchangeSyncIdMapping entity privileges

Fax entity privileges

FieldPermission entity privileges

FieldSecurityProfile entity privileges

FixedMonthlyFiscalCalendar entity privileges

Goal entity privileges

GoalRollupQuery (rollup query) entity privileges

Import (data import) entity privileges

ImportFile (import source file) entity privileges

ImportJob entity privileges

ImportLog entity privileges

ImportMap (data map) entity privileges

Incident (Case) entity privileges

IncidentResolution (case resolution) entity privileges

InvalidDependency entity privileges

Invoice entity privileges

InvoiceDetail entity privileges

IsvConfig entity privileges

KbArticle (article) entity privileges

KbArticleComment (article comment) entity privileges

KbArticleTemplate (article template) entity privileges

Lead entity privileges

Letter entity privileges

License entity privileges

List (marketing list) entity privileges

LookUpMapping entity privileges

Mailbox entity privileges

MailMergeTemplate entity privileges

Metric (goal metric) entity privileges

MonthlyFiscalCalendar entity privileges

msdyn_PostAlbum (profile album) entity privileges

msdyn_PostConfig (post configuration) entity privileges

msdyn_PostRuleConfig (post rule configuration) entity privileges

Opportunity entity privileges

OpportunityClose entity privileges

OpportunityProduct entity privileges

OrderClose entity privileges

Organization entity privileges

OwnerMapping entity privileges

PhoneCall entity privileges

PickListMapping (list value mapping) entity privileges

PluginAssembly entity privileges

PluginType entity privileges

PluginTypeStatistic entity privileges

Post entity privileges

PostComment (comment) entity privileges

PostFollow (follow) entity privileges

PriceLevel (price list) entity privileges

PrincipalObjectAttributeAccess (field sharing) entity privileges

Privilege entity privileges

ProcessSession entity privileges

ProcessTrigger entity privileges

Product entity privileges

ProductPriceLevel (price list item) entity privileges

Publisher entity privileges

PublisherAddress entity privileges

QuarterlyFiscalCalendar entity privileges

Queue entity privileges

QueueItem entity privileges

Quote entity privileges

QuoteClose entity privileges

QuoteDetail (quote product) entity privileges

RecurrenceRule entity privileges

RecurringAppointmentMaster entity privileges

RelationshipRole entity privileges

RelationshipRoleMap entity privileges

Report entity privileges

ReportCategory (report related category) entity privileges

ReportEntity (report related entity) entity privileges

ReportLink entity privileges

ReportVisibility entity privileges

Resource entity privileges

ResourceGroup (scheduling group) entity privileges

ResourceSpec (resource specification) entity privileges

Role (security role) entity privileges

RollupField entity privileges

SalesLiterature entity privileges

SalesLiteratureItem (sales attachment) entity privileges

SalesOrder (order) entity privileges

SalesOrderDetail (order product) entity privileges

SavedQuery (view) entity privileges

SavedQueryVisualization (system chart) entity privileges

SdkMessage entity privileges

SdkMessageFilter entity privileges

SdkMessageProcessingStep entity privileges

SdkMessageProcessingStepSecureConfig entity privileges

SdkMessageProcessingStepImage entity privileges

SemiAnnualFiscalCalendar entity privileges

Service entity privileges

ServiceAppointment (service activity) entity privileges

ServiceEndpoint entity privileges

SharePointDocumentLocation (document location) entity privileges

SharePointSite entity privileges

Site entity privileges

SocialProfile entity privileges

Solution entity privileges

SolutionComponent entity privileges

Subject entity privileges

SystemForm entity privileges

SystemUser (user) entity privileges

Task entity privileges

Team entity privileges

TeamTemplate entity privileges

Template (email template) entity privileges

Territory entity privileges

TimeZoneDefinition entity privileges

TimeZoneLocalizedName entity privileges

TimeZoneRule entity privileges

TraceLog entity privileges

TransactionCurrency (currency) entity privileges

TransformationMapping entity privileges

TransformationParameterMapping entity privileges

UoM (unit) entity privileges

UoMSchedule (unit group) entity privileges

UserEntityInstanceData entity privileges

UserEntityUISettings entity privileges

UserForm (user dashboard) entity privileges

UserQuery (saved view) entity privileges

UserQueryVisualization (user chart) entity privileges

UserSettings entity privileges

WebResource entity privileges

WebWizard entity privileges

WizardAccessPrivilege (web wizard access privilege) entity privileges

WizardPage entity privileges

Workflow (process) entity privileges

WorkflowLog (process log) entity privileges

Related Sections

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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