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Security role UI to privilege mapping

 

Applies To: Dynamics CRM 2015

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.

In This Topic

Core Records tab

Marketing tab

Sales tab

Service tab

Business Management tab

Service Management tab

Customization tab

Custom Entities Tab

Core Records tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

Account

Account entity privileges

prvCreateAccount

prvReadAccount

prvWriteAccount

prvDeleteAccount

prvAppendAccount

prvAppendToAccount

prvAssignAccount

prvShareAccount

Activity

ActivityPointer (activity) entity privileges

prvCreateActivity

prvReadActivity

prvWriteActivity

prvDeleteActivity

prvAppendActivity

prvAppendToActivity

prvAssignActivity

prvShareActivity

Announcement

BusinessUnitNewsArticle (announcement) entity privileges

prvCreateNewsArticle

prvReadNewsArticle

prvWriteNewsArticle

prvDeleteNewsArticle

prvAppendToNewsArticle

Application File

ApplicationFile entity privileges

prvCreateApplicationFile

prvReadApplicationFile

prvWriteApplicationFile

prvDeleteApplicationFile

Connection

Connection entity privileges

prvCreateConnection

prvReadConnection

prvWriteConnection

prvDeleteConnection

prvAppendConnection

prvAppendToConnection

prvAssignConnection

prvShareConnection

Connection Role

ConnectionRole entity privileges

prvCreateConnectionRole

prvReadConnectionRole

prvWriteConnectionRole

prvDeleteConnectionRole

prvAppendConnectionRole

prvAppendToConnectionRole

Contact

Contact entity privileges

prvCreateContact

prvReadContact

prvWriteContact

prvDeleteContact

prvAppendContact

prvAppendToContact

prvAssignContact

prvShareContact

Customer Relationship

CustomerRelationship entity privileges

prvCreateCustomerRelationship

prvReadCustomerRelationship

prvWriteCustomerRelationship

prvDeleteCustomerRelationship

prvAppendCustomerRelationship

prvAppendToCustomerRelationship

prvAssignCustomerRelationship

prvShareCustomerRelationship

Data Import

Import (data import) entity privileges

prvCreateImport

prvReadImport

prvWriteImport

prvDeleteImport

prvAppendImport

prvAppendToImport

prvAssignImport

prvShareImport

Data Map

ImportMap (data map) entity privileges

prvCreateImportMap

prvReadImportMap

prvWriteImportMap

prvDeleteImportMap

prvAppendImportMap

prvAppendToImportMap

prvAssignImportMap

prvShareImportMap

Document Location

SharePointDocumentLocation (document location) entity privileges

prvCreateSharePointDocumentLocation

prvReadSharePointDocumentLocation

prvWriteSharePointDocumentLocation

prvDeleteSharePointDocumentLocation

prvAppendSharePointDocumentLocation

prvAppendToSharePointDocumentLocation

prvAssignSharePointDocumentLocation

prvShareSharePointDocumentLocation

Duplicated Detection Rule

DuplicateRule (duplicate detection rule) entity privileges

prvCreateDuplicateRule

prvReadDuplicateRule

prvWriteDuplicateRule

prvDeleteDuplicateRule

prvAppendDuplicateRule

prvAppendToDuplicateRule

prvAssignDuplicateRule

prvShareDuplicateRule

Email Template

Template (email template) entity privileges

prvCreateEmailTemplate

prvReadEmailTemplate

prvWriteEmailTemplate

prvDeleteEmailTemplate

prvAppendEmailTemplate

prvAppendToEmailTemplate

prvAssignEmailTemplate

prvShareEmailTemplate

Follow

PostFollow (follow) entity privileges

prvCreatePostFollow

prvReadPostFollow

prvDeletePostFollow

prvAppendPostFollow

Import Source File

ImportFile (import source file) entity privileges

prvCreateImportFile

prvReadImportFile

prvWriteImportFile

prvDeleteImportFile

prvAppendImportFile

prvAppendToImportFile

prvAssignImportFile

prvShareImportFile

Lead

Lead entity privileges

prvCreateLead

prvReadLead

prvWriteLead

prvDeleteLead

prvAppendLead

prvAppendToLead

prvAssignLead

prvShareLead

Mail Merge Template

MailMergeTemplate entity privileges

prvCreateMailMergeTemplate

prvReadMailMergeTemplate

prvWriteMailMergeTemplate

prvDeleteMailMergeTemplate

prvAppendMailMergeTemplate

prvAppendToMailMergeTemplate

prvAssignMailMergeTemplate

prvShareMailMergeTemplate

Note

Annotation (note) entity privileges

prvCreateNote

prvReadNote

prvWriteNote

prvDeleteNote

prvAppendNote

prvAppendToNote

prvAssignNote

prvShareNote

Opportunity

Opportunity entity privileges

prvCreateOpportunity

prvReadOpportunity

prvWriteOpportunity

prvDeleteOpportunity

prvAppendOpportunity

prvAppendToOpportunity

prvAssignOpportunity

prvShareOpportunity

Opportunity Relationship

CustomerOpportunityRole (opportunity relationship) entity privileges

prvCreateCustomerOpportunityRole

prvReadCustomerOpportunityRole

prvWriteCustomerOpportunityRole

prvDeleteCustomerOpportunityRole

prvAppendCustomerOpportunityRole

prvAppendToCustomerOpportunityRole

prvAssignCustomerOpportunityRole

prvShareCustomerOpportunityRole

Post

Post entity privileges

prvCreatePost

prvReadPost

prvDeleteAnyPost

prvAppendPost

prvAppendToPost

Queue

Queue entity privileges

prvCreateQueue

prvReadQueue

prvWriteQueue

prvDeleteQueue

prvAppendQueue

prvAppendToQueue

prvAssignQueue

prvShareQueue

Relationship Role

RelationshipRole entity privileges

prvCreateRelationshipRole

prvReadRelationshipRole

prvWriteRelationshipRole

prvDeleteRelationshipRole

prvAppendRelationshipRole

prvAppendToRelationshipRole

Report

Report entity privileges

prvCreateReport

prvReadReport

prvWriteReport

prvDeleteReport

prvAppendReport

prvAppendToReport

prvAssignReport

prvShareReport

Saved View

UserQuery (saved view) entity privileges

prvCreateUserQuery

prvReadUserQuery

prvWriteUserQuery

prvDeleteUserQuery

prvAssignUserQuery

prvShareUserQuery

SharePoint Site

SharePointSite entity privileges

prvCreateSharePointSite

prvReadSharePointSite

prvWriteSharePointSite

prvDeleteSharePointSite

prvAppendSharePointSite

prvAppendToSharePointSite

prvAssignSharePointSite

prvShareSharePointSite

Social Profile

SocialProfile entity privileges

prvCreateSocialProfile

prvReadSocialProfile

prvWriteSocialProfile

prvDeleteSocialProfile

prvAppendSocialProfile

prvAppendToSocialProfile

prvAssignSocialProfile

prvShareSocialProfile

Subject

Subject entity privileges

prvCreateSubject

prvReadSubject

prvWriteSubject

prvDeleteSubject

prvAppendSubject

prvAppendToSubject

Trace

TraceLog entity privileges

prvCreateTraceLog

prvReadTraceLog

prvDeleteTraceLog

prvAppendTraceLog

prvAppendToTraceLog

User Chart

UserQueryVisualization (user chart) entity privileges

prvCreateUserQueryVisualizations

prvReadUserQueryVisualizations

prvWriteUserQueryVisualizations

prvDeleteUserQueryVisualizations

prvAssignUserQueryVisualizations

prvShareUserQueryVisualizations

User Dashboard

UserForm (user dashboard) entity privileges

prvCreateUserForm

prvReadUserForm

prvWriteUserForm

prvDeleteUserForm

prvAssignUserForm

prvShareUserForm

User Entity UI Settings

UserEntityUISettings entity privileges

prvCreateUserEntityUISettings

prvReadUserEntityUISettings

prvWriteUserEntityUISettings

prvDeleteUserEntityUISettings

prvAssignUserEntityUISettings

prvShareUserEntityUISettings

User Entity Instance Data

UserEntityInstanceData entity privileges

prvCreateUserEntityInstanceData

prvReadUserEntityInstanceData

prvWriteUserEntityInstanceData

prvDeleteUserEntityInstanceData

prvAssignUserEntityInstanceData

prvShareUserEntityInstanceData

User Mapping

FIX

prvCreateUserMapping

prvReadUserMapping

prvWriteUserMapping

prvDeleteUserMapping

Web Wizard

WebWizard entity privileges

prvCreateWebWizard

prvReadWebWizard

prvWriteWebWizard

prvDeleteWebWizard

Web Wizard Access Privileges

WizardAccessPrivilege (web wizard access privilege) entity privileges

prvCreateWizardAccessPrivilege

prvReadWizardAccessPrivilege

prvWriteWizardAccessPrivilege

prvDeleteWizardAccessPrivilege

Wizard Page

WizardPage entity privileges

prvCreateWizardPage

prvReadWizardPage

prvWriteWizardPage

prvDeleteWizardPage

Miscellaneous privileges

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

Promote User to Microsoft Dynamics CRM Administrator Role

prvPromoteToAdmin

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

MailMergeTemplate entity privileges

Publish Reports

prvPublishOrgReport

MakeAvailableToOrganizationReport message privileges

MakeUnavailableToOrganizationReport message privileges

Publish SharePoint Integration Wizard

prvConfigureSharePoint

Turn on Tracing

prvTurnDevErrorsOnOff

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

Marketing tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

Campaign

Campaign entity privileges

prvCreateCampaign

prvReadCampaign

prvWriteCampaign

prvDeleteCampaign

prvAppendCampaign

prvAppendToCampaign

prvAssignCampaign

prvShareCampaign

Marketing List

List (marketing list) entity privileges

prvCreateList

prvReadList

prvWriteList

prvDeleteList

prvAppendList

prvAppendToList

prvAssignList

prvShareList

Miscellaneous privileges

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

Campaign entity privileges

Create Quick Campaign

prvAllowQuickCampaign

PropagateByExpression message privileges

Use internet marketing module

prvUseInternetMarketing

Campaign entity privileges

Sales tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

Competitor

Competitor entity privileges

prvCreateCompetitor

prvReadCompetitor

prvWriteCompetitor

prvDeleteCompetitor

prvAppendCompetitor

prvAppendToCompetitor

Invoice

Invoice entity privileges

prvCreateInvoice

prvReadInvoice

prvWriteInvoice

prvDeleteInvoice

prvAppendInvoice

prvAppendToInvoice

prvAssignInvoice

prvShareInvoice

Order

SalesOrder (order) entity privileges

prvCreateOrder

prvReadOrder

prvWriteOrder

prvDeleteOrder

prvAppendOrder

prvAppendToOrder

prvAssignOrder

prvShareOrder

Product

Product entity privileges

prvCreateProduct

prvReadProduct

prvWriteProduct

prvDeleteProduct

prvAppendProduct

prvAppendToProduct

Property

For internal use only.

prvCreateDynamicProperty

prvReadDynamicProperty

prvWriteDynamicProperty

prvDeleteDynamicProperty

prvAppendDynamicProperty

prvAppendToDynamicProperty

Property Association

For internal use only.

prvCreateDynamicPropertyAssociation

prvReadDynamicPropertyAssociation

prvWriteDynamicPropertyAssociation

prvDeleteDynamicPropertyAssociation

prvAppendDynamicPropertyAssociation

prvAppendToDynamicPropertyAssociation

Property Instance

DynamicPropertyInstance entity privileges

prvCreateDynamicPropertyInstance

prvReadDynamicPropertyInstance

prvWriteDynamicPropertyInstance

prvDeleteDynamicPropertyInstance

prvAppendDynamicPropertyInstance

prvAppendToDynamicPropertyInstance

prvAssignDynamicPropertyInstance

prvShareDynamicPropertyInstance

Property OptionSetItem

For internal use only.

prvCreateDynamicPropertyOptionSetItem

prvReadDynamicPropertyOptionSetItem

prvWriteDynamicPropertyOptionSetItem

prvDeleteDynamicPropertyOptionSetItem

prvAppendDynamicPropertyOptionSetItem

prvAppendToDynamicPropertyOptionSetItem

Quote

Quote entity privileges

prvCreateQuote

prvReadQuote

prvWriteQuote

prvDeleteQuote

prvAppendQuote

prvAppendToQuote

prvAssignQuote

prvShareQuote

Sales Literature

SalesLiterature entity privileges

prvCreateSalesLiterature

prvReadSalesLiterature

prvWriteSalesLiterature

prvDeleteSalesLiterature

prvAppendSalesLiterature

prvAppendToSalesLiterature

Territory

Territory entity privileges

prvCreateTerritory

prvReadTerritory

prvWriteTerritory

prvDeleteTerritory

prvAppendTerritory

prvAppendToTerritory

Miscellaneous privileges

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

Invoice entity privileges

Override Opportunity Pricing

prvOverridePriceEngineOpportunity

Opportunity entity privileges

Override Order Pricing

prvOverridePriceEngineOrder

SalesOrder (order) entity privileges

Override Quote Order Invoice Delete

prvQOIOverrideDelete

Override Quote Pricing

prvOverridePriceEngineQuote

Quote entity privileges

Service tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

Article

KbArticle (article) entity privileges

prvCreateArticle

prvReadArticle

prvWriteArticle

prvDeleteArticle

prvAppendArticle

prvAppendToArticle

Article Template

KbArticleTemplate (article template) entity privileges

prvCreateArticleTemplate

prvReadArticleTemplate

prvWriteArticleTemplate

prvDeleteArticleTemplate

prvAppendToArticleTemplate

Case

Incident (Case) entity privileges

prvCreateIncident

prvReadIncident

prvWriteIncident

prvDeleteIncident

prvAppendIncident

prvAppendToIncident

prvAssignIncident

prvShareIncident

Contract

Contract entity privileges

prvCreateContract

prvReadContract

prvWriteContract

prvDeleteContract

prvAppendContract

prvAppendToContract

prvAssignContract

prvShareContract

Contract Template

ContractTemplate entity privileges

prvCreateContractTemplate

prvReadContractTemplate

prvWriteContractTemplate

prvDeleteContractTemplate

prvAppendToContractTemplate

Miscellaneous privileges

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

Publish Articles

prvPublishArticle

KbArticle (article) entity privileges

Business Management tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

Business Unit

BusinessUnit entity privileges

prvCreateBusinessUnit

prvReadBusinessUnit

prvWriteBusinessUnit

prvDeleteBusinessUnit

prvAppendBusinessUnit

prvAppendToBusinessUnit

Channel Property Group

For internal use only.

prvCreateChannelPropertyGroup

prvReadChannelPropertyGroup

prvWriteChannelPropertyGroup

prvDeleteChannelPropertyGroup

prvAppendChannelPropertyGroup

prvAppendToChannelPropertyGroup

Currency

TransactionCurrency (currency) entity privileges

prvCreateTransactionCurrency

prvReadTransactionCurrency

prvWriteTransactionCurrency

prvDeleteTransactionCurrency

prvAppendTransactionCurrency

prvAppendToTransactionCurrency

Email Server Profile

EmailServerProfile entity privileges

prvCreateEmailServerProfile

prvReadEmailServerProfile

prvWriteEmailServerProfile

prvDeleteEmailServerProfile

prvAppendEmailServerProfile

prvAppendToEmailServerProfile

prvAssignEmailServerProfile

prvShareEmailServerProfile

Field Security Profile

FieldSecurityProfile entity privileges

prvCreateFieldSecurityProfile

prvReadFieldSecurityProfile

prvWriteFieldSecurityProfile

prvDeleteFieldSecurityProfile

prvAppendFieldSecurityProfile

prvAppendToFieldSecurityProfile

Field Sharing

PrincipalObjectAttributeAccess (field sharing) entity privileges

prvCreatePrincipalObjectAttributeAccess

prvReadPrincipalObjectAttributeAccess

prvWritePrincipalObjectAttributeAccess

prvDeletePrincipalObjectAttributeAccess

prvAppendPrincipalObjectAttributeAccess

prvAppendToPrincipalObjectAttributeAccess

Goal

Goal entity privileges

prvCreateGoal

prvReadGoal

prvWriteGoal

prvDeleteGoal

prvAppendGoal

prvAppendToGoal

prvAssignGoal

prvShareGoal

Goal Metric

Metric (goal metric) entity privileges

prvCreateMetric

prvReadMetric

prvWriteMetric

prvDeleteMetric

prvAppendMetric

prvAppendToMetric

Mailbox

Mailbox entity privileges

prvCreateMailbox

prvReadMailbox

prvWriteMailbox

prvDeleteMailbox

prvAppendMailbox

prvAppendToMailbox

prvAssignMailbox

prvShareMailbox

Mailbox Auto Tracking Folder

MailboxTrackingFolder (mailbox auto tracking folder) entity privileges

prvCreateMailboxTrackingFolder

prvTeadMailboxTrackingFolder

prvWriteMailboxTrackingFolder

prvDeleteMailboxTrackingFolder

prvAppendMailboxTrackingFolder

prvAppendToMailboxTrackingFolder

prvAssignMailboxTrackingFolder

prvShareMailboxTrackingFolder

Organization

Organization entity privileges

prvReadOrganization

prvWriteOrganization

prvAppendToOrganization

Position

Position entity privileges

prvCreatePosition

prvReadPosition

prvWritePosition

prvDeletePosition

prvAppendPosition

prvAppendToPosition

Principal Sync Attribute Map

PrincipalSyncAttributeMap entity privileges

prvWritePrincipalSynAttributeMap

Rollup Query

GoalRollupQuery (rollup query) entity privileges

prvCreateGoalRollupQuery

prvReadGoalRollupQuery

prvWriteGoalRollupQuery

prvDeleteGoalRollupQuery

prvAppendGoalRollupQuery

prvAppendToGoalRollupQuery

prvAssignGoalRollupQuery

prvShareGoalRollupQuery

Security Role

Role (security role) entity privileges

prvCreateRole

prvReadRole

prvWriteRole

prvDeleteRole

prvAppendRole

prvAppendToRole

prvAssignRole

Sync Attribute Mapping Profile

SyncAttributeMapping entity privileges

prvWritePrincipalSynAttributeMapProfile

prvAppendToPrincipalSynAttributeMapProfile

Team

Team entity privileges

prvCreateTeam

prvReadTeam

prvWriteTeam

prvDeleteTeam

prvAppendTeam

prvAppendToTeam

User

SystemUser (user) entity privileges

prvCreateUser

prvReadUser

prvWriteUser

prvAppendUser

prvAppendToUser

User Settings

UserSettings entity privileges

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

Export to Excel

prvExportToExcel

Go Offline in Outlook

prvGoOffline

Mail Merge

prvMailMerge

Print

prvPrint

Sync to Outlook

prvSyncToOutlook

Use CRM for Office Apps

prvUseOfficeApps

Note that this privilege will not appear unless you have enabled the CRM App for Office preview. More information: Add and enable CRM App for Outlook

Miscellaneous privileges

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

SystemUser (user) entity privileges

Assign position for a user

prvAssignPosition

Position entity privileges

Assign Territory to User

prvAssignTerritory

SystemUser (user) entity privileges

Bulk Edit

prvBulkEdit

Change Hierarchy Security Settings

prvWriteHierarchicalSecurityConfiguration

Hierarchical security (position) entity

CRM Address Book

prvAddressBook

Enable or Disable a Business Unit

prvDisableBusinessUnit

BusinessUnit entity privileges

Enable or Disable User

prvDisableUser

SystemUser (user) entity privileges

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

Team entity privileges

Reparent user

prvReparentUser

SystemUser (user) entity privileges

Send Email as Another User

prvSendAsUser

Email entity privileges

Send Invitation

prvSendInviteForLive

Update Business Closures

prvWriteBusinessClosureCalendar

Web Mail Merge

prvWebMailMerge

MailMergeTemplate entity privileges

Service Management tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

Calendar

Calendar entity privileges

prvCreateCalendar

prvReadCalendar

prvWriteCalendar

prvDeleteCalendar

prvAppendCalendar

prvAppendToCalendar

Entitlement

Entitlement entity privileges

prvCreateEntitlement

prvReadEntitlement

prvWriteEntitlement

prvDeleteEntitlement

prvAppendEntitlement

prvCreateEntitlement

prvAssignEntitlement

prvShareEntitlement

Entitlement Template

EntitlementTemplate entity privileges

prvCreateEntitlementTemplate

prvReadEntitlementTemplate

prvWriteEntitlementTemplate

prvDeleteEntitlementTemplate

prvAppendEntitlementTemplate

prvAppendToEntitlementTemplate

Facility/Equipment

Equipment (facility/equipment) entity privileges

prvCreateEquipment

prvReadEquipment

prvWriteEquipment

prvDeleteEquipment

prvAppendEquipment

prvAppendToEquipment

Knowledge Base Record

KnowledgeBaseRecord (knowledge base record) entity privileges

prvCreateKnowledgeBaseRecord

prvReadKnowledgeBaseRecord

prvWriteKnowledgeBaseRecord

prvDeleteKnowledgeBaseRecord

prvAppendKnowledgeBaseRecord

prvAppendToKnowledgeBaseRecord

Record Creation and Update Rule

For internal use only.

prvCreateConvertRule

prvReadConvertRule

prvWriteConvertRule

prvDeleteConvertRule

prvAppendConvertRule

prvAppendToConvertRule

prvAssignConvertRule

prvShareConvertRule

Routing Rule Set

RoutingRuleSet entity privileges

prvCreateRoutingRule

prvReadRoutingRule

prvWriteRoutingRule

prvDeleteRoutingRule

prvAppendRoutingRule

prvAppendToRoutingRule

prvAssignRoutingRule

prvShareRoutingRule

Service

Service entity privileges

prvCreateService

prvReadService

prvWriteService

prvDeleteService

prvAppendService

prvAppendToService

Site

Site entity privileges

prvCreateSite

prvReadSite

prvWriteSite

prvDeleteSite

prvAppendToSite

SLA

SLA (service level agreement) entity privileges

prvCreateSLA

prvReadSLA

prvWriteSLA

prvDeleteSLA

prvAppendSLA

prvAppendToSLA

prvAssignSLA

prvShareSLA

SLA KPI Instance

SLAKPIInstance (SLA KPI instance) entity privileges

prvCreateSLAKPAInstance

prvReadSLAKPAInstance

prvWriteSLAKPAInstance

prvDeleteSLAKPAInstance

prvAppendSLAKPAInstance

prvAppendToSLAKPAInstance

prvAssignSLAKPAInstance

prvShareSLAKPAInstance

Miscellaneous Privileges

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 Schedule

prvWriteHolidayScheduleCalendar

Write own calendar

prvWriteOwnCalendar

Customization tab

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

Entity

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

AttributeMap

AttributeMap entity privileges

prvCreateAttributeMap

prvReadAttributeMap

prvWriteAttributeMap

prvDeleteAttributeMap

prvAppendAttributeMap

prvAppendToAttributeMap

Customizations

prvCreateCustomization

prvReadCustomization

prvWriteCustomization

prvDeleteCustomization

Entity

prvCreateEntity

prvReadEntity

prvWriteEntity

prvDeleteEntity

Entity Key

Define alternate keys for an entity

prvCreateEntityKey

prvReadEntityKey

prvDeleteEntityKey

Entity Map

EntityMap Entity Privileges

prvCreateEntityMap

prvReadEntityMap

prvWriteEntityMap

prvDeleteEntityMap

prvAppendToEntityMap

Field

prvCreateAttribute

prvReadAttribute

prvWriteAttribute

prvDeleteAttribute

Hierarchy Rule

Import Job

ImportJob entity privileges

prvReadImportJob

prvWriteImportJob

prvDeleteImportJob

Option Set

prvCreateOptionSet

prvReadOptionSet

prvWriteOptionSet

prvDeleteOptionSet

Plug-in Assembly

PluginAssembly entity privileges

prvCreatePluginAssembly

prvReadPluginAssembly

prvWritePluginAssembly

prvDeletePluginAssembly

Plug-in Trace Log

PluginTraceLog (plug-in trace log) entity privileges

prvCreatePluginTraceLog

prvReadPluginTraceLog

prvDeletePluginTraceLog

Plug-in Type

PluginType entity privileges

prvCreatePluginType

prvReadPluginType

prvWritePluginType

prvDeletePluginType

Process

Workflow (process) entity privileges

prvCreateWorkflow

prvReadWorkflow

prvWriteWorkflow

prvDeleteWorkflow

prvAppendWorkflow

prvAppendToWorkflow

prvAssignWorkflow

prvShareWorkflow

Process Configuration

ComplexControl entity privileges

prvCreateComplexControl

prvReadComplexControl

prvWriteComplexControl

Process Session

ProcessSession entity privileges

prvCreateWorkflowSession

prvReadWorkflowSession

prvWriteWorkflowSession

prvDeleteWorkflowSession

prvAppendWorkflowSession

prvAppendToWorkflowSession

prvAssignWorkflowSession

prvShareWorkflowSession

Publisher

Publisher entity privileges

prvCreatePublisher

prvReadPublisher

prvWritePublisher

prvDeletePublisher

prvAppendPublisher

prvAppendToPublisher

Relationship

prvCreateRelationship

prvReadRelationship

prvWriteRelationship

prvDeleteRelationship

Sdk Message

SdkMessage entity privileges

prvCreateSdkMessage

prvReadSdkMessage

prvWriteSdkMessage

prvDeleteSdkMessage

Sdk Message Processing Step

SdkMessageProcessingStep entity privileges

prvCreateSdkMessageProcessingStep

prvReadSdkMessageProcessingStep

prvWriteSdkMessageProcessingStep

prvDeleteSdkMessageProcessingStep

Sdk Message Processing Step Image

SdkMessageProcessingStepImage entity privileges

prvCreateSdkMessageProcessingStepImage

prvReadSdkMessageProcessingStepImage

prvWriteSdkMessageProcessingStepImage

prvDeleteSdkMessageProcessingStepImage

Sdk Message Processing Step Secure Configuration

SdkMessageProcessingStepSecureConfig entity privileges

prvCreateSdkMessageProcessingStepSecureConfig

prvReadSdkMessageProcessingStepSecureConfig

prvWriteSdkMessageProcessingStepSecureConfig

prvDeleteSdkMessageProcessingStepSecureConfig

Service Endpoint

Service entity privileges

prvCreateServiceEndpoint

prvReadServiceEndpoint

prvWriteServiceEndpoint

prvDeleteServiceEndpoint

Solution

Solution entity privileges

prvCreateSolution

prvReadSolution

prvWriteSolution

prvDeleteSolution

prvAppendSolution

prvAppendToSolution

System Application Metadata

For internal use only. Used by Microsoft Dynamics CRM for tablets.

prvCreateSystemApplicationMetadata

prvReadSystemApplicationMetadata

prvWriteSystemApplicationMetadata

prvDeleteSystemApplicationMetadata

System Chart

SavedQueryVisualization (system chart) entity privileges

prvCreateSavedQueryVisualizations

prvReadSavedQueryVisualizations

prvWriteSavedQueryVisualizations

prvDeleteSavedQueryVisualizations

System Form

SystemForm entity privileges

prvCreateSystemForm

prvReadSystemForm

prvWriteSystemForm

prvDeleteSystemForm

System Job

AsyncOperation (system job) entity privileges

prvCreateAsyncOperation

prvReadAsyncOperation

prvWriteAsyncOperation

prvDeleteAsyncOperation

prvAppendAsyncOperation

prvAppendToAsyncOperation

prvAssignAsyncOperation

prvShareAsyncOperation

Theme

Theme entity privileges

PrvCreateTheme

PrvReadTheme

PrvWriteTheme

PrvDeleteTheme

PrvAppendTheme

PrvAppendToTheme

User Application Metadata

For internal use only. Used by Microsoft Dynamics CRM for tablets.

prvCreateUserApplicationMetadata

prvReadUserApplicationMetadata

prvWriteUserApplicationMetadata

prvDeleteUserApplicationMetadata

View

SavedQuery (view) entity privileges

prvCreateQuery

prvReadQuery

prvWriteQuery

prvDeleteQuery

Web Resource

WebResource entity privileges

prvCreateWebResource

prvReadWebResource

prvWriteWebResource

prvDeleteWebResource

Miscellaneous Privileges

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

Custom Entities Tab

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

Privilege documentation

Create

Read

Write

Delete

Append

Append To

Assign

Share

User Owned Entity

Actions on entity records

prvCreateEntityName

prvReadEntityName

prvWriteEntityName

prvDeleteEntityName

prvAppendEntityName

prvAppendToEntityName

prvAssignEntityName

prvShareEntityName

Organization Owned Entity

Actions on entity records

prvCreateEntityName

prvReadEntityName

prvWriteEntityName

prvDeleteEntityName

prvAppendEntityName

prvAppendToEntityName

Filter

For internal use only.

prvCreatemsdyn_wallsavedqueryusersettings

prvReadmsdyn_wallsavedqueryusersettings

prvWritemsdyn_wallsavedqueryusersettings

prvDeletemsdyn_wallsavedqueryusersettings

prvAppendmsdyn_wallsavedqueryusersettings

prvAppendTomsdyn_wallsavedqueryusersettings

prvAssignmsdyn_wallsavedqueryusersettings

prvSharemsdyn_wallsavedqueryusersettings

Post Configuration

msdyn_PostConfig (post configuration) entity privileges

prvCreatemsdyn_PostConfig

prvReadmsdyn_PostConfig

prvWritemsdyn_PostConfig

prvDeletemsdyn_PostConfig

prvAppendmsdyn_PostConfig

prvAppendTomsdyn_PostConfig

Post Rule Configuration

msdyn_PostRuleConfig (post rule configuration) entity privileges

prvCreatemsdyn_PostRuleConfig

prvReadmsdyn_PostRuleConfig

prvWritemsdyn_PostRuleConfig

prvDeletemsdyn_PostRuleConfig

prvAppendmsdyn_PostRuleConfig

prvAppendTomsdyn_PostRuleConfig

Profile Album

msdyn_PostAlbum (profile album) entity privileges

prvCreatemsdyn_PostAlbum

prvReadmsdyn_PostAlbum

prvWritemsdyn_PostAlbum

prvDeletemsdyn_PostAlbum

prvAppendmsdyn_PostAlbum

prvAppendTomsdyn_PostAlbum

prvAssignmsdyn_PostAlbum

prvSharemsdyn_PostAlbum

Wall View

For internal use only.

prvCreatemsdyn_wallsavedquery

prvReadmsdyn_wallsavedquery

prvWritemsdyn_wallsavedquery

prvDeletemsdyn_wallsavedquery

prvAppendmsdyn_wallsavedquery

prvAppendTomsdyn_wallsavedquery

See Also

Security role and privilege reference
The security model of Microsoft Dynamics CRM
Default privileges for a role

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