SetRelated message privileges

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

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

Primary Entity

Secondary Entity

Privilege

invoice

contact

prvAppendInvoice

prvAppendToContact

lead

account

prvAppendLead

prvAppendToAccount

lead

contact

prvAppendToContact

opportunity

account

prvAppendCustomerOpportunityRole

prvAppendToAccount

prvAppendToOpportunity

prvCreateCustomerOpportunityRole

prvReadCustomerOpportunityRole

opportunity

competitor

prvAppendToCompetitor

opportunity

contact

prvAppendCustomerOpportunityRole

prvAppendToContact

prvAppendToOpportunity

prvCreateCustomerOpportunityRole

prvReadCustomerOpportunityRole

product

competitor

prvAppendProduct

prvAppendToCompetitor

product

lead

prvAppendProduct

prvAppendToLead

quote

contact

prvAppendQuote

prvAppendToContact

salesliterature

competitor

prvAppendSalesLiterature

prvAppendToCompetitor

salesliterature

product

prvAppendSalesLiterature

prvAppendToProduct

salesorder

contact

prvAppendOrder

prvAppendToContact

Microsoft Dynamics 365

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