Security role UI to privilege mapping
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Security role UI to privilege mapping

 

Applies To: CRM 2016 on-prem, CRM Online

This topic provides a mapping of the security role user interface to the privilege names. Each section in this topic corresponds to a tab in the user interface (UI). A blank cell means that there is no privilege for that combination of entity and action.

The following table lists the privileges shown in the security role editor core records tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Account

prvCreateAccount

prvReadAccount

prvWriteAccount

prvDeleteAccount

prvAppendAccount

prvAppendToAccount

prvAssignAccount

prvShareAccount

Activity

prvCreateActivity

prvReadActivity

prvWriteActivity

prvDeleteActivity

prvAppendActivity

prvAppendToActivity

prvAssignActivity

prvShareActivity

Announcement

prvCreateNewsArticle

prvReadNewsArticle

prvWriteNewsArticle

prvDeleteNewsArticle

prvAppendToNewsArticle

Application File

prvCreateApplicationFile

prvReadApplicationFile

prvWriteApplicationFile

prvDeleteApplicationFile

Category

prvCreateCategory

prvReadCategory

prvWriteCategory

prvDeleteCategory

prvAppendCategory

prvAppendToCategory

prvAssignCategory

prvShareCategory

Connection

prvCreateConnection

prvReadConnection

prvWriteConnection

prvDeleteConnection

prvAppendConnection

prvAppendToConnection

prvAssignConnection

prvShareConnection

Connection Role

prvCreateConnectionRole

prvReadConnectionRole

prvWriteConnectionRole

prvDeleteConnectionRole

prvAppendConnectionRole

prvAppendToConnectionRole

Contact

prvCreateContact

prvReadContact

prvWriteContact

prvDeleteContact

prvAppendContact

prvAppendToContact

prvAssignContact

prvShareContact

Customer Relationship

prvCreateCustomerRelationship

prvReadCustomerRelationship

prvWriteCustomerRelationship

prvDeleteCustomerRelationship

prvAppendCustomerRelationship

prvAppendToCustomerRelationship

prvAssignCustomerRelationship

prvShareCustomerRelationship

Data Import

prvCreateImport

prvReadImport

prvWriteImport

prvDeleteImport

prvAppendImport

prvAppendToImport

prvAssignImport

prvShareImport

Data Map

prvCreateImportMap

prvReadImportMap

prvWriteImportMap

prvDeleteImportMap

prvAppendImportMap

prvAppendToImportMap

prvAssignImportMap

prvShareImportMap

Data Performance Dashboard

prvCreateDataPerformance

prvReadDataPerformance

prvWriteDataPerformance

prvDeleteDataPerformance

prvAppendDataPerformance

prvAppendToDataPerformance

Document Location

prvCreateSharePointDocumentLocation

prvReadSharePointDocumentLocation

prvWriteSharePointDocumentLocation

prvDeleteSharePointDocumentLocation

prvAppendSharePointDocumentLocation

prvAppendToSharePointDocumentLocation

prvAssignSharePointDocumentLocation

prvShareSharePointDocumentLocation

Document Recommendation

prvConfigureDocumentRecommendation

prvReadRecommendedDocument

Duplicate Detection Rule

prvCreateDuplicateRule

prvReadDuplicateRule

prvWriteDuplicateRule

prvDeleteDuplicateRule

prvAppendDuplicateRule

prvAppendToDuplicateRule

prvAssignDuplicateRule

prvShareDuplicateRule

Email Template

prvCreateEmailTemplate

prvReadEmailTemplate

prvWriteEmailTemplate

prvDeleteEmailTemplate

prvAppendEmailTemplate

prvAppendToEmailTemplate

prvAssignEmailTemplate

prvShareEmailTemplate

Feedback

prvCreateFeedback

prvReadFeedback

prvWriteFeedback

prvDeleteFeedback

prvAppendFeedback

prvAppendToFeedback

prvAssignFeedback

prvShareFeedback

Follow

prvCreatePostFollow

prvReadPostFollow

prvDeletePostFollow

prvAppendPostFollow

Import Source File

prvCreateImportFile

prvReadImportFile

prvWriteImportFile

prvDeleteImportFile

prvAppendImportFile

prvAppendToImportFile

prvAssignImportFile

prvShareImportFile

Language

prvCreateLanguageLocale

prvReadLanguageLocale

prvWriteLanguageLocale

prvDeleteLanguageLocale

prvAppendLanguageLocale

prvAppendToLanguageLocale

Lead

prvCreateLead

prvReadLead

prvWriteLead

prvDeleteLead

prvAppendLead

prvAppendToLead

prvAssignLead

prvShareLead

Mail Merge Template

prvCreateMailMergeTemplate

prvReadMailMergeTemplate

prvWriteMailMergeTemplate

prvDeleteMailMergeTemplate

prvAppendMailMergeTemplate

prvAppendToMailMergeTemplate

prvAssignMailMergeTemplate

prvShareMailMergeTemplate

Mobile Offline Profile

prvCreateMobileOfflineProfile

prvReadMobileOfflineProfile

prvWriteMobileOfflineProfile

prvDeleteMobileOfflineProfile

prvAppendMobileOfflineProfile

prvAppendToMobileOfflineProfile

prvAssignMobileOfflineProfile

prvShareMobileOfflineProfile

Note

prvCreateNote

prvReadNote

prvWriteNote

prvDeleteNote

prvAppendNote

prvAppendToNote

prvAssignNote

prvShareNote

Opportunity

prvCreateOpportunity

prvReadOpportunity

prvWriteOpportunity

prvDeleteOpportunity

prvAppendOpportunity

prvAppendToOpportunity

prvAssignOpportunity

prvShareOpportunity

Opportunity Relationship

prvCreateCustomerOpportunityRole

prvReadCustomerOpportunityRole

prvWriteCustomerOpportunityRole

prvDeleteCustomerOpportunityRole

prvAppendCustomerOpportunityRole

prvAppendToCustomerOpportunityRole

prvAssignCustomerOpportunityRole

prvShareCustomerOpportunityRole

Post

prvCreatePost

prvReadPost

prvDeleteAnyPost

prvAppendPost

prvAppendToPost

Queue

prvCreateQueue

prvReadQueue

prvWriteQueue

prvDeleteQueue

prvAppendQueue

prvAppendToQueue

prvAssignQueue

prvShareQueue

Relationship Role

prvCreateRelationshipRole

prvReadRelationshipRole

prvWriteRelationshipRole

prvDeleteRelationshipRole

prvAppendRelationshipRole

prvAppendToRelationshipRole

Report

prvCreateReport

prvReadReport

prvWriteReport

prvDeleteReport

prvAppendReport

prvAppendToReport

prvAssignReport

prvShareReport

Saved Organization Insights Configuration

prvReadSavedOrgInsightsConfiguration

Saved View

prvCreateUserQuery

prvReadUserQuery

prvWriteUserQuery

prvDeleteUserQuery

prvAssignUserQuery

prvShareUserQuery

SharePoint Site

prvCreateSharePointSite

prvReadSharePointSite

prvWriteSharePointSite

prvDeleteSharePointSite

prvAppendSharePointSite

prvAppendToSharePointSite

prvAssignSharePointSite

prvShareSharePointSite

Social Profile

prvCreateSocialProfile

prvReadSocialProfile

prvWriteSocialProfile

prvDeleteSocialProfile

prvAppendSocialProfile

prvAppendToSocialProfile

prvAssignSocialProfile

prvShareSocialProfile

Subject

prvCreateSubject

prvReadSubject

prvWriteSubject

prvDeleteSubject

prvAppendSubject

prvAppendToSubject

Sync Error

prvCreateSyncError

prvReadSyncError

prvWriteSyncError

prvDeleteSyncError

prvAppendSyncError

prvAppendToSyncError

prvAssignSyncError

prvShareSyncError

Trace

prvCreateTraceLog

prvReadTraceLog

prvDeleteTraceLog

prvAppendTraceLog

prvAppendToTraceLog

User Chart

prvCreateUserQueryVisualizations

prvReadUserQueryVisualizations

prvWriteUserQueryVisualizations

prvDeleteUserQueryVisualizations

prvAssignUserQueryVisualizations

prvShareUserQueryVisualizations

User Dashboard

prvCreateUserForm

prvReadUserForm

prvWriteUserForm

prvDeleteUserForm

prvAssignUserForm

prvShareUserForm

User Entity Instance Data

prvCreateUserEntityInstanceData

prvReadUserEntityInstanceData

prvWriteUserEntityInstanceData

prvDeleteUserEntityInstanceData

prvAssignUserEntityInstanceData

prvShareUserEntityInstanceData

User Entity UI Settings

prvCreateUserEntityUISettings

prvReadUserEntityUISettings

prvWriteUserEntityUISettings

prvDeleteUserEntityUISettings

prvShareUserEntityUISettings

User Mapping

prvCreateUserMapping

prvReadUserMapping

prvWriteUserMapping

prvDeleteUserMapping

Web Wizard

prvCreateWebWizard

prvReadWebWizard

prvWriteWebWizard

prvDeleteWebWizard

Web Wizard Access Privileges

prvCreateWizardAccessPrivilege

prvReadWizardAccessPrivilege

prvWriteWizardAccessPrivilege

prvDeleteWizardAccessPrivilege

Wizard Page

prvCreateWizardPage

prvReadWizardPage

prvWriteWizardPage

prvDeleteWizardPage

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the core records tab.

Miscellaneous Privileges

Privilege name

More information

Add Reporting Services Reports

prvPublishRSReport

Publish reports

Bulk Delete

prvBulkDelete

BulkDelete message privileges

Delete Audit Partitions

prvDeleteAuditPartitions

DeleteAuditData message privileges

Manage Data Encryption key - Activate

prvRestoreSqlEncryptionKey

Field-level data encryption

Manage Data Encryption key - Change

prvChangeSqlEncryptionKey

Field-level data encryption

Manage Data Encryption key - Read

prvReadSqlEncryptionKey

Field-level data encryption

Manage User Synchronization Filters

prvAdminFilter

Offline and Outlook filters and templates

Publish Duplicate Detection Rules

prvPublishDuplicateRule

PublishDuplicateRule message privileges

Publish Email Templates

prvCreateOrgEmailTemplates

MakeAvailableToOrganizationTemplate message privileges

MakeUnavailableToOrganizationTemplate message privileges

Publish Mail Merge Templates to Organization

prvPublishOrgMailMergeTemplate

Publish Reports

prvPublishOrgReport

MakeAvailableToOrganizationReport message privileges

MakeUnavailableToOrganizationReport message privileges

Run SharePoint Integration Wizard

prvConfigureSharePoint

View Audit History

prvReadRecordAuditHistory

RetrieveAttributeChangeHistory message privileges

RetrieveRecordChangeHistory message privileges

View Audit Partitions

prvReadAuditPartitions

RetrieveAttributeChangeHistory message privileges

RetrieveAuditDetails message privileges

RetrieveAuditPartitionList message privileges

View Audit Summary

prvReadAuditSummary

RetrieveAttributeChangeHistory message privileges

RetrieveAuditDetails message privileges

The following table lists the privileges shown in the security role editor marketing tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Campaign

prvCreateCampaign

prvReadCampaign

prvWriteCampaign

prvDeleteCampaign

prvAppendCampaign

prvAppendToCampaign

prvAssignCampaign

prvShareCampaign

Marketing List

prvCreateList

prvReadList

prvWriteList

prvDeleteList

prvAppendList

prvAppendToList

prvAssignList

prvShareList

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the marketing tab.

Miscellaneous Privileges

Privilege Name

More information

Configure Internet Marketing module

prvConfigureInternetMarketing

Create Quick Campaign

prvAllowQuickCampaign

PropagateByExpression message privileges

Use internet marketing module

prvUseInternetMarketing

The following table lists the privileges shown in the security role editor sales tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Competitor

prvCreateCompetitor

prvReadCompetitor

prvWriteCompetitor

prvDeleteCompetitor

prvAppendCompetitor

prvAppendToCompetitor

Invoice

prvCreateInvoice

prvReadInvoice

prvWriteInvoice

prvDeleteInvoice

prvAppendInvoice

prvAppendToInvoice

prvAssignInvoice

prvShareInvoice

Order

prvCreateOrder

prvReadOrder

prvWriteOrder

prvDeleteOrder

prvAppendOrder

prvAppendToOrder

prvAssignOrder

prvShareOrder

Product

prvCreateProduct

prvReadProduct

prvWriteProduct

prvDeleteProduct

prvAppendProduct

prvAppendToProduct

Property

prvCreateDynamicProperty

prvReadDynamicProperty

prvWriteDynamicProperty

prvDeleteDynamicProperty

prvAppendDynamicProperty

prvAppendToDynamicProperty

Property Association

prvCreateDynamicPropertyAssociation

prvReadDynamicPropertyAssociation

prvWriteDynamicPropertyAssociation

prvDeleteDynamicPropertyAssociation

prvAppendDynamicPropertyAssociation

prvAppendToDynamicPropertyAssociation

Property Instance

prvCreateDynamicPropertyInstance

prvReadDynamicPropertyInstance

prvWriteDynamicPropertyInstance

prvDeleteDynamicPropertyInstance

prvAppendDynamicPropertyInstance

prvAppendToDynamicPropertyInstance

prvAssignDynamicPropertyInstance

prvShareDynamicPropertyInstance

Property Option Set Item

prvCreateDynamicPropertyOptionSetItem

prvReadDynamicPropertyOptionSetItem

prvWriteDynamicPropertyOptionSetItem

prvDeleteDynamicPropertyOptionSetItem

prvAppendDynamicPropertyOptionSetItem

prvAppendToDynamicPropertyOptionSetItem

Quote

prvCreateQuote

prvReadQuote

prvWriteQuote

prvDeleteQuote

prvAppendQuote

prvAppendToQuote

prvAssignQuote

prvShareQuote

Sales Literature

prvCreateSalesLiterature

prvReadSalesLiterature

prvWriteSalesLiterature

prvDeleteSalesLiterature

prvAppendSalesLiterature

prvAppendToSalesLiterature

Territory

prvCreateTerritory

prvReadTerritory

prvWriteTerritory

prvDeleteTerritory

prvAppendTerritory

prvAppendToTerritory

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the sales tab.

Miscellaneous Privileges

Privilege Name

More information

Override Invoice Pricing

prvOverridePriceEngineInvoice

Override Opportunity Pricing

prvOverridePriceEngineOpportunity

Override Order Pricing

prvOverridePriceEngineOrder

Override Quote Order Invoice Delete

prvQOIOverrideDelete

Override Quote Pricing

prvOverridePriceEngineQuote

The following table lists the privileges shown in the security role editor service tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Article

prvCreateArticle

prvReadArticle

prvWriteArticle

prvDeleteArticle

prvAppendArticle

prvAppendToArticle

Article Template

prvCreateArticleTemplate

prvReadArticleTemplate

prvWriteArticleTemplate

prvDeleteArticleTemplate

prvAppendToArticleTemplate

Bookable Resource

prvCreateBookableResource

prvReadBookableResource

prvWriteBookableResource

prvDeleteBookableResource

prvAppendBookableResource

prvAppendToBookableResource

prvAssignBookableResource

prvShareBookableResource

Bookable Resource Booking

prvCreateBookableResourceBooking

prvReadBookableResourceBooking

prvWriteBookableResourceBooking

prvDeleteBookableResourceBooking

prvAppendBookableResourceBooking

prvAppendToBookableResourceBooking

prvAssignBookableResourceBooking

prvShareBookableResourceBooking

Bookable Resource Booking Header

prvCreateBookableResourceBookingHeader

prvReadBookableResourceBookingHeader

prvWriteBookableResourceBookingHeader

prvDeleteBookableResourceBookingHeader

prvAppendBookableResourceBookingHeader

prvAppendToBookableResourceBookingHeader

prvAssignBookableResourceBookingHeader

prvShareBookableResourceBookingHeader

Bookable Resource Category

prvCreateBookableResourceCategory

prvReadBookableResourceCategory

prvWriteBookableResourceCategory

prvDeleteBookableResourceCategory

prvAppendBookableResourceCategory

prvAppendToBookableResourceCategory

prvAssignBookableResourceCategory

prvShareBookableResourceCategory

Bookable Resource Category Assn

prvCreateBookableResourceCategoryAssn

prvReadBookableResourceCategoryAssn

prvWriteBookableResourceCategoryAssn

prvDeleteBookableResourceCategoryAssn

prvAppendBookableResourceCategoryAssn

prvAppendToBookableResourceCategoryAssn

prvAssignBookableResourceCategoryAssn

prvShareBookableResourceCategoryAssn

Bookable Resource Characteristic

prvCreateBookableResourceCharacteristic

prvReadBookableResourceCharacteristic

prvWriteBookableResourceCharacteristic

prvDeleteBookableResourceCharacteristic

prvAppendBookableResourceCharacteristic

prvAppendToBookableResourceCharacteristic

prvAssignBookableResourceCharacteristic

prvShareBookableResourceCharacteristic

Bookable Resource Group

prvCreateBookableResourceGroup

prvReadBookableResourceGroup

prvWriteBookableResourceGroup

prvDeleteBookableResourceGroup

prvAppendBookableResourceGroup

prvAppendToBookableResourceGroup

prvAssignBookableResourceGroup

prvShareBookableResourceGroup

Booking Status

prvCreateBookingStatus

prvReadBookingStatus

prvWriteBookingStatus

prvDeleteBookingStatus

prvAppendBookingStatus

prvAppendToBookingStatus

prvAssignBookingStatus

prvShareBookingStatus

Case

prvCreateIncident

prvReadIncident

prvWriteIncident

prvDeleteIncident

prvAppendIncident

prvAppendToIncident

prvAssignIncident

prvShareIncident

Characteristic

prvCreateCharacteristic

prvReadCharacteristic

prvWriteCharacteristic

prvDeleteCharacteristic

prvAppendCharacteristic

prvAppendToCharacteristic

prvAssignCharacteristic

prvShareCharacteristic

Contract

prvCreateContract

prvReadContract

prvWriteContract

prvDeleteContract

prvAppendContract

prvAppendToContract

prvAssignContract

prvShareContract

Contract Template

prvCreateContractTemplate

prvReadContractTemplate

prvWriteContractTemplate

prvDeleteContractTemplate

prvAppendToContractTemplate

Knowledge Article

prvCreateKnowledgeArticle

prvReadKnowledgeArticle

prvWriteKnowledgeArticle

prvDeleteKnowledgeArticle

prvAppendKnowledgeArticle

prvAppendToKnowledgeArticle

prvAssignKnowledgeArticle

prvShareKnowledgeArticle

Knowledge Article Views

prvCreateKnowledgeArticleViews

prvReadKnowledgeArticleViews

prvWriteKnowledgeArticleViews

prvDeleteKnowledgeArticleViews

prvAppendKnowledgeArticleViews

prvAppendToKnowledgeArticleViews

prvAssignKnowledgeArticleViews

prvShareKnowledgeArticleViews

Rating Model

prvCreateRatingModel

prvReadRatingModel

prvWriteRatingModel

prvDeleteRatingModel

prvAppendRatingModel

prvAppendToRatingModel

prvAssignRatingModel

prvShareRatingModel

Rating Value

prvCreateRatingValue

prvReadRatingValue

prvWriteRatingValue

prvDeleteRatingValue

prvAppendRatingValue

prvAppendToRatingValue

prvAssignRatingValue

prvShareRatingValue

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the service tab.

Miscellaneous Privileges

Privilege Name

More information

Approve Knowledge Articles

prvApproveKnowledgeArticle

Work with knowledge articles in Dynamics CRM

Publish Articles

prvPublishArticle

Work with knowledge articles in Dynamics CRM

Publish Knowledge Articles

prvPublishKnowledgeArticle

Work with knowledge articles in Dynamics CRM

The following table lists the privileges shown in the security role editor business management tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Business Unit

prvCreateBusinessUnit

prvReadBusinessUnit

prvWriteBusinessUnit

prvDeleteBusinessUnit

prvAppendBusinessUnit

prvAppendToBusinessUnit

Channel Property Group

prvCreateChannelPropertyGroup

prvReadChannelPropertyGroup

prvWriteChannelPropertyGroup

prvDeleteChannelPropertyGroup

prvAppendChannelPropertyGroup

prvAppendToChannelPropertyGroup

Currency

prvCreateTransactionCurrency

prvReadTransactionCurrency

prvWriteTransactionCurrency

prvDeleteTransactionCurrency

prvAppendTransactionCurrency

prvAppendToTransactionCurrency

Document Template

prvCreateDocumentTemplate

prvReadDocumentTemplate

prvWriteDocumentTemplate

prvDeleteDocumentTemplate

prvAppendDocumentTemplate

prvAppendToDocumentTemplate

Email Server Profile

prvCreateEmailServerProfile

prvReadEmailServerProfile

prvWriteEmailServerProfile

prvDeleteEmailServerProfile

prvAppendEmailServerProfile

prvAppendToEmailServerProfile

prvAssignEmailServerProfile

prvShareEmailServerProfile

Field Security Profile

prvCreateFieldSecurityProfile

prvReadFieldSecurityProfile

prvWriteFieldSecurityProfile

prvDeleteFieldSecurityProfile

prvAppendFieldSecurityProfile

prvAppendToFieldSecurityProfile

Field Sharing

prvCreatePrincipalObjectAttributeAccess

prvReadPrincipalObjectAttributeAccess

prvWritePrincipalObjectAttributeAccess

prvDeletePrincipalObjectAttributeAccess

prvAppendPrincipalObjectAttributeAccess

prvAppendToPrincipalObjectAttributeAccess

Goal

prvCreateGoal

prvReadGoal

prvWriteGoal

prvDeleteGoal

prvAppendGoal

prvAppendToGoal

prvAssignGoal

prvShareGoal

Goal Metric

prvCreateMetric

prvReadMetric

prvWriteMetric

prvDeleteMetric

prvAppendMetric

prvAppendToMetric

Mailbox

prvCreateMailbox

prvReadMailbox

prvWriteMailbox

prvDeleteMailbox

prvAppendMailbox

prvAppendToMailbox

prvAssignMailbox

prvShareMailbox

Mailbox Auto Tracking Folder

prvCreateMailboxTrackingFolder

prvTeadMailboxTrackingFolder

prvWriteMailboxTrackingFolder

prvDeleteMailboxTrackingFolder

prvAppendMailboxTrackingFolder

prvAppendToMailboxTrackingFolder

prvAssignMailboxTrackingFolder

prvShareMailboxTrackingFolder

Organization

prvReadOrganization

prvWriteOrganization

prvAppendToOrganization

Personal Document Template

prvCreatePersonalDocumentTemplate

prvReadPersonalDocumentTemplate

prvWritePersonalDocumentTemplate

prvDeletePersonalDocumentTemplate

prvAppendPersonalDocumentTemplate

prvAppendToPersonalDocumentTemplate

prvAssignPersonalDocumentTemplate

prvSharePersonalDocumentTemplate

Position

prvCreatePosition

prvReadPosition

prvWritePosition

prvDeletePosition

prvAppendPosition

prvAppendToPosition

Principal Sync Attribute Map

prvWritePrincipalSynAttributeMap

Rollup Query

prvCreateGoalRollupQuery

prvReadGoalRollupQuery

prvWriteGoalRollupQuery

prvDeleteGoalRollupQuery

prvAppendGoalRollupQuery

prvAppendToGoalRollupQuery

prvAssignGoalRollupQuery

prvShareGoalRollupQuery

Security Role

prvCreateRole

prvReadRole

prvWriteRole

prvDeleteRole

prvAppendRole

prvAppendToRole

prvAssignRole

Sync Attribute Mapping Profile

prvWritePrincipalSynAttributeMapProfile

prvAppendToPrincipalSynAttributeMapProfile

Team

prvCreateTeam

prvReadTeam

prvWriteTeam

prvDeleteTeam

prvAppendTeam

prvAppendToTeam

User

prvCreateUser

prvReadUser

prvWriteUser

prvAppendUser

prvAppendToUser

User Settings

prvCreateUserSettings

prvReadUserSettings

prvWriteUserSettings

prvDeleteUserSettings

prvAppendToUserSettings

The following table lists the privileges shown in the security role editor privacy related privileges section on the business management tab.

Privacy Related Privileges

Privilege Name

CRM for mobile

prvUseTableApp

CRM for phones express

prvGoMobile

Document Generation

prvDocumentGeneration

Export to Excel

prvExportToExcel

Go Offline in Outlook

prvGoOffline

Mail Merge

prvMailMerge

Print

prvPrint

Sync to Outlook

prvSyncToOutlook

Use CRM for Outlook

prvUseOfficeApps

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the business management tab.

Miscellaneous Privileges

Privilege Name

More information

Act on Behalf of Another User

prvActOnBehalfOfAnotherUser

Impersonate another user

Approve Email Addresses for Users or Queues

prvApproveRejectEmailAddress

Configure email for incoming messages

Assign manager for a user

prvAssignManager

Assign position for a user

prvAssignPosition

Assign Territory to User

prvAssignTerritory

Bulk Edit

prvBulkEdit

Change Hierarchy Security Settings

prvWriteHierarchicalSecurityConfiguration

Hierarchical security (position) entity

CRM Address Book

prvAddressBook

Enable or Disable a Business Unit

prvDisableBusinessUnit

Enable or Disable User

prvDisableUser

Language Settings

prvLanguageSettings

Merge

prvMerge

Merge message privileges

Override Created on or Created by for Records during Data Import

prvOverrideCreatedOnCreatedBy

Run data import

Perform in sync rollups on goals

prvRollupGoal

Recalculate message privileges

Read License info

prvReadLicense

RetrieveLicenseInfo message privileges

Reparent Business unit

prvReparentBusinessUnit

SetParentBusinessUnit message privileges

Reparent team

prvReparentTeam

Reparent user

prvReparentUser

Send Email as Another User

prvSendAsUser

Send Invitation

prvSendInviteForLive

Update Business Closures

prvWriteBusinessClosureCalendar

Web Mail Merge

prvWebMailMerge

The following table lists the privileges shown in the security role editor service management tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Calendar

prvCreateCalendar

prvReadCalendar

prvWriteCalendar

prvDeleteCalendar

prvAppendCalendar

prvAppendToCalendar

Entitlement

prvCreateEntitlement

prvReadEntitlement

prvWriteEntitlement

prvDeleteEntitlement

prvAppendEntitlement

prvCreateEntitlement

prvAssignEntitlement

prvShareEntitlement

Entitlement Template

prvCreateEntitlementTemplate

prvReadEntitlementTemplate

prvWriteEntitlementTemplate

prvDeleteEntitlementTemplate

prvAppendEntitlementTemplate

prvAppendToEntitlementTemplate

Facility/Equipment

prvCreateEquipment

prvReadEquipment

prvWriteEquipment

prvDeleteEquipment

prvAppendEquipment

prvAppendToEquipment

Knowledge Base Record

prvCreateKnowledgeBaseRecord

prvReadKnowledgeBaseRecord

prvWriteKnowledgeBaseRecord

prvDeleteKnowledgeBaseRecord

prvAppendKnowledgeBaseRecord

prvAppendToKnowledgeBaseRecord

Record Creation and Update Rule

prvCreateConvertRule

prvReadConvertRule

prvWriteConvertRule

prvDeleteConvertRule

prvAppendConvertRule

prvAppendToConvertRule

prvAssignConvertRule

prvShareConvertRule

Routing Rule Set

prvCreateRoutingRule

prvReadRoutingRule

prvWriteRoutingRule

prvDeleteRoutingRule

prvAppendRoutingRule

prvAppendToRoutingRule

prvAssignRoutingRule

prvShareRoutingRule

Service

prvCreateService

prvReadService

prvWriteService

prvDeleteService

prvAppendService

prvAppendToService

Site

prvCreateSite

prvReadSite

prvWriteSite

prvDeleteSite

prvAppendToSite

SLA

prvCreateSLA

prvReadSLA

prvWriteSLA

prvDeleteSLA

prvAppendSLA

prvAppendToSLA

prvAssignSLA

prvShareSLA

SLA KPI Instance

prvCreateSLAKPAInstance

prvReadSLAKPAInstance

prvWriteSLAKPAInstance

prvDeleteSLAKPAInstance

prvAppendSLAKPAInstance

prvAppendToSLAKPAInstance

prvAssignSLAKPAInstance

prvShareSLAKPAInstance

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the service management tab.

Miscellaneous Privileges

Privilege Name

More information

Browse Availability

prvBrowseAvailability

QueryMultipleSchedules message privileges

QuerySchedule message privileges

Control Decrement Terms

prvControlDecrementTerm

Entitlement entities

Create own calendar

prvCreateOwnCalendar

Delete own calendar

prvDeleteOwnCalendar

Read own calendar

prvReadOwnCalendar

Search Availability

prvSearchAvailability

Book message privileges

Reschedule message privileges

Search message privileges

Validate message privileges

Update Holiday Schedules

prvWriteHolidayScheduleCalendar

Write own calendar

prvWriteOwnCalendar

The following table lists the privileges shown in the security role editor customization tab.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

AttributeMap

prvCreateAttributeMap

prvReadAttributeMap

prvWriteAttributeMap

prvDeleteAttributeMap

prvAppendAttributeMap

prvAppendToAttributeMap

Custom Control

prvCreateCustomControl

prvReadCustomControl

prvWriteCustomControl

prvDeleteCustomControl

Custom Control Default Config

prvCreateCustomControlDefaultConfig

prvReadCustomControlDefaultConfig

prvWriteCustomControlDefaultConfig

prvDeleteCustomControlDefaultConfig

Custom Control Resource

prvCreateCustomControlResource

prvReadCustomControlResource

prvWriteCustomControlResource

prvDeleteCustomControlResource

Customizations

prvCreateCustomization

prvReadCustomization

prvWriteCustomization

prvDeleteCustomization

Entity

prvCreateEntity

prvReadEntity

prvWriteEntity

prvDeleteEntity

Entity Key

prvCreateEntityKey

prvReadEntityKey

prvDeleteEntityKey

Entity Map

prvCreateEntityMap

prvReadEntityMap

prvWriteEntityMap

prvDeleteEntityMap

prvAppendToEntityMap

Field

prvCreateAttribute

prvReadAttribute

prvWriteAttribute

prvDeleteAttribute

Hierarchy Rule

prvCreateHierarchyRule

prvReadHierarchyRule

prvWriteHierarchyRule

prvDeleteHierarchyRule

Import Job

prvReadImportJob

prvWriteImportJob

prvDeleteImportJob

Option Set

prvCreateOptionSet

prvReadOptionSet

prvWriteOptionSet

prvDeleteOptionSet

Plug-in Assembly

prvCreatePluginAssembly

prvReadPluginAssembly

prvWritePluginAssembly

prvDeletePluginAssembly

Plug-in Trace Log

prvCreatePluginTraceLog

prvReadPluginTraceLog

prvDeletePluginTraceLog

Plug-in Type

prvCreatePluginType

prvReadPluginType

prvWritePluginType

prvDeletePluginType

Process

prvCreateWorkflow

prvReadWorkflow

prvWriteWorkflow

prvDeleteWorkflow

prvAppendWorkflow

prvAppendToWorkflow

prvAssignWorkflow

prvShareWorkflow

Process Configuration

prvCreateComplexControl

prvReadComplexControl

prvWriteComplexControl

Process Session

prvCreateWorkflowSession

prvReadWorkflowSession

prvWriteWorkflowSession

prvDeleteWorkflowSession

prvAppendWorkflowSession

prvAppendToWorkflowSession

prvAssignWorkflowSession

prvShareWorkflowSession

Publisher

prvCreatePublisher

prvReadPublisher

prvWritePublisher

prvDeletePublisher

prvAppendPublisher

prvAppendToPublisher

Relationship

prvCreateRelationship

prvReadRelationship

prvWriteRelationship

prvDeleteRelationship

Sdk Message

prvCreateSdkMessage

prvReadSdkMessage

prvWriteSdkMessage

prvDeleteSdkMessage

Sdk Message Processing Step

prvCreateSdkMessageProcessingStep

prvReadSdkMessageProcessingStep

prvWriteSdkMessageProcessingStep

prvDeleteSdkMessageProcessingStep

Sdk Message Processing Step Image

prvCreateSdkMessageProcessingStepImage

prvReadSdkMessageProcessingStepImage

prvWriteSdkMessageProcessingStepImage

prvDeleteSdkMessageProcessingStepImage

Sdk Message Processing Step Secure Configuration

prvCreateSdkMessageProcessingStepSecureConfig

prvReadSdkMessageProcessingStepSecureConfig

prvWriteSdkMessageProcessingStepSecureConfig

prvDeleteSdkMessageProcessingStepSecureConfig

Service Endpoint

prvCreateServiceEndpoint

prvReadServiceEndpoint

prvWriteServiceEndpoint

prvDeleteServiceEndpoint

Solution

prvCreateSolution

prvReadSolution

prvWriteSolution

prvDeleteSolution

prvAppendSolution

prvAppendToSolution

System Application Metadata

prvCreateSystemApplicationMetadata

prvReadSystemApplicationMetadata

prvWriteSystemApplicationMetadata

prvDeleteSystemApplicationMetadata

System Chart

prvCreateSavedQueryVisualizations

prvReadSavedQueryVisualizations

prvWriteSavedQueryVisualizations

prvDeleteSavedQueryVisualizations

System Form

prvCreateSystemForm

prvReadSystemForm

prvWriteSystemForm

prvDeleteSystemForm

System Job

prvCreateAsyncOperation

prvReadAsyncOperation

prvWriteAsyncOperation

prvDeleteAsyncOperation

prvAppendAsyncOperation

prvAppendToAsyncOperation

prvAssignAsyncOperation

prvShareAsyncOperation

Theme

PrvCreateTheme

PrvReadTheme

PrvWriteTheme

PrvDeleteTheme

PrvAppendTheme

PrvAppendToTheme

User Application Metadata

prvCreateUserApplicationMetadata

prvReadUserApplicationMetadata

prvWriteUserApplicationMetadata

prvDeleteUserApplicationMetadata

View

prvCreateQuery

prvReadQuery

prvWriteQuery

prvDeleteQuery

Web Resource

prvCreateWebResource

prvReadWebResource

prvWriteWebResource

prvDeleteWebResource

The following table lists the privileges shown in the security role editor miscellaneous privileges section on the customization tab.

Miscellaneous Privileges

Privilege Name

More information

Activate Business Process Flows

prvActivateBusinessProcessFlow

Model business process flows

Activate Business Rules

prvActivateBusinessRule

Model business process flows

Activate Real-time Processes

prvActivateSynchronousWorkflow

Model business process flows

Configure Yammer

prvConfigureYammer

Model business process flows

Execute Workflow Job

prvWorkflowExecution

ExecuteWorkflow message privileges

Export Customizations

prvExportCustomization

ExportSolution message privileges

Import Customizations

prvImportCustomization

ImportSolution message privileges

ISV Extensions

prvISVExtensions

Not currently in use.

Modify Customization constraints

prvAppendConstraint

Not currently in use.

Publish Customizations

prvPublishCustomization

PublishXml message privileges

PublishAllXml message privileges

Retrieve Multiple Social Insights

prvRetrieveMultipleSocialInsights

The following table lists the privileges shown in the security role editor custom entities tab. Note that there will be one row added for each custom entity.

Entity

Create

Read

Write

Delete

Append

Append To

Assign

Share

Filter

prvCreatemsdyn_wallsavedqueryusersettings

prvReadmsdyn_wallsavedqueryusersettings

prvWritemsdyn_wallsavedqueryusersettings

prvDeletemsdyn_wallsavedqueryusersettings

prvAppendmsdyn_wallsavedqueryusersettings

prvAppendTomsdyn_wallsavedqueryusersettings

prvAssignmsdyn_wallsavedqueryusersettings

prvSharemsdyn_wallsavedqueryusersettings

Post Configuration

prvCreatemsdyn_PostConfig

prvReadmsdyn_PostConfig

prvWritemsdyn_PostConfig

prvDeletemsdyn_PostConfig

prvAppendmsdyn_PostConfig

prvAppendTomsdyn_PostConfig

Post Rule Configuration

prvCreatemsdyn_PostRuleConfig

prvReadmsdyn_PostRuleConfig

prvWritemsdyn_PostRuleConfig

prvDeletemsdyn_PostRuleConfig

prvAppendmsdyn_PostRuleConfig

prvAppendTomsdyn_PostRuleConfig

Profile Album

prvCreatemsdyn_PostAlbum

prvReadmsdyn_PostAlbum

prvWritemsdyn_PostAlbum

prvDeletemsdyn_PostAlbum

prvAppendmsdyn_PostAlbum

prvAppendTomsdyn_PostAlbum

prvAssignmsdyn_PostAlbum

prvSharemsdyn_PostAlbum

Wall View

prvCreatemsdyn_wallsavedquery

prvReadmsdyn_wallsavedquery

prvWritemsdyn_wallsavedquery

prvDeletemsdyn_wallsavedquery

prvAppendmsdyn_wallsavedquery

prvAppendTomsdyn_wallsavedquery

Microsoft Dynamics CRM 2016 and CRM Online

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