Edit

Permission changes in each release

This article details permissions for the out-of-the-box roles in Customer Insights - Journeys. Whether you're an administrator configuring roles or a user looking to understand the access levels, these roles serve as a valuable reference.

Note

The content and structure of this page have changed significantly since April 2026. If you used this page to keep custom roles aligned with out‑of‑the‑box roles, review the entire article to understand what has changed and how role updates are now documented.

List of out-of-the-box roles

  1. Event Administrator
  2. Event Administrator (BU level)
  3. Event Planner (BU level)
  4. Lead Score Modeler
  5. Lead Score Modeler (BU level)
  6. Lead Score Viewer
  7. Lead Score Viewer (BU level)
  8. Marketing Manager - Business
  9. Marketing Manager (BU level) - Business
  10. Marketing Professional - Business
  11. Marketing Professional (BU level) - Business

How to use information in this page

If your organization uses custom roles based on out-of-the-box roles, with specific privileges added, removed, or changed to match your business needs, you need to keep those custom roles in sync as the product evolves. Out-of-the-box roles can change with each release when new capabilities are added or existing capabilities are updated. Review the Release-wise changes to roles and privileges section regularly and apply the documented changes to your custom roles.

Earlier versions of this article listed every privilege for each role. That format was difficult to maintain and made it hard to identify what changed between releases. Starting with the March 2026 release, this article uses a changelist format that documents only the differences from one release to the next. We're also now documenting privileges for all eight actions (previously, we documented only five actions: Read, Write, Create, Append, AppendTo, Delete).

Here's how the information is organized:

To keep your custom roles in sync, first align them with the documented baseline. Then, apply the permission changes introduced in each release, up to your current release, to bring your roles up to date. Afterward, review this page after every release to identify new changes that must be applied to remain in sync.

How to check privileges for any role

For the most accurate and up-to-date privilege information, check roles directly in the application. Follow the steps in Security roles and privileges for Dataverse to find configured roles and their privileges.

Dataverse security roles combine an action (for example, Read or Write) with an access scope that defines how broadly that action applies across your organization.

These scopes are documented as Basic, Local, Deep, and Global. In the Power Platform admin center, the same concepts appear with the following labels:

  • User → Basic: Access only to records the user owns or that are shared with them.
  • Business → Local: Access to records owned by users in the same business unit.
  • Parent: Child Business Unit → Deep: Access to records in the user's business unit and all subordinate business units.
  • Organization → Global: Access to all records across the entire environment, regardless of business unit.

Release-wise changes to roles and privileges

We'll update this section after each release to note changes, if any, to out-of-the-box roles and privileges.

June 2026 release (version 1.2.437.94)

Change summary

Metric Count
Roles modified 9
Roles added 0
Roles deleted 0
Privileges added 563
Privileges removed 222
Privilege level changed 170
Privilege moved 578
Breaking changes Yes (7 roles)

Role: Event Administrator

Role identifier: a31a2242-bf8f-e611-80d7-00155d4b201d

Changelist 1 - Additions

This role doesn't add any tables.

Changelist 2 - Removed

Table name
msdyncrm_customerinsightsinfo
msdyncrm_defaultmarketingsetting
msdyncrm_leadtoopportunity
msdyncrm_marketingconfiguration

Changelist 3 - Updated

This role doesn't update any table privileges.

Role: Event Administrator (BU level)

Role identifier: 07d52deb-3b54-4203-b3cf-35efe4350f82

Changelist 1 - Additions

This role doesn't add any tables.

Changelist 2 - Removed

Table name
msdyncrm_customerinsightsinfo
msdyncrm_defaultmarketingsetting
msdyncrm_leadtoopportunity
msdyncrm_marketingconfiguration

Changelist 3 - Updated

This role doesn't update any table privileges.

Role: Event Planner (BU level)

Role identifier: 9d0bcbb3-75d8-4496-b2fb-62d0a9cb902f

Changelist 1 - Additions

This role doesn't add any tables.

Changelist 2 - Removed

Table name
msdyncrm_customerinsightsinfo
msdyncrm_defaultmarketingsetting
msdyncrm_leadtoopportunity
msdyncrm_marketingconfiguration

Changelist 3 - Updated

This role doesn't update any table privileges.

Role: Lead Score Modeler

Role identifier: d1fd2176-cee8-e611-80d8-00155d4b205a

Changelist 1 - Additions

Table name Read Write Create Append AppendTo
msdyncrm_leadscore_v2 Local Local Local Local Local
msdyncrm_leadscoremodel Global Global Local Global Global
SharePointData Global Global Global
SharePointDocument Global

Changelist 2 - Removed

No tables were removed from this role.

Changelist 3 - Updated

No table privileges were updated for this role.

Role: Lead Score Viewer

Role identifier: 32e87eb4-c85c-e711-80fe-000d3a297db2

Changelist 1 - Additions

Table name Read Write Create Append AppendTo
msdyncrm_leadscore_v2 Local
msdyncrm_leadscoremodel Local
PluginAssembly Global
PluginType Global
SdkMessage Global
SdkMessageProcessingStep Global
SdkMessageProcessingStepImage Global
SharePointData Global Global Global
SharePointDocument Global

Changelist 2 - Removed

No tables were removed from this role.

Changelist 3 - updated

No table privileges were updated for this role.

Role: Marketing Manager - Business

Role identifier: bf157a3a-cde8-e611-80d8-00155d4b205a

Changelist 1 - Additions

Table name Read Write Create Append AppendTo
msdynmkt_compliancesettings3 Deep
msdynmkt_matchingstrategyattribute Deep

Changelist 2 - Removed

Table name
Adx_pagetemplate
Adx_publishingstate
Adx_webpage
Adx_website
Adx_websiteaccess
Adx_websitebinding
ChannelPropertyGroup
DuplicateRule
EmailTemplate
GoalRollupQuery
NewsArticle
PrincipalObjectAttributeAccess
User
adx_portallanguage
adx_websitelanguage
adx_webtemplate
msdyncrm_appointmentactivity
msdyncrm_appointmentactivitymarketingtemplate
msdyncrm_cdnconfiguration
msdyncrm_cdsaconnectorconfiguration
msdyncrm_contentblock
msdyncrm_contentsettings
msdyncrm_createleadactivity
msdyncrm_customerinsightsinfo
msdyncrm_customerjourney
msdyncrm_customerjourneycustomchannelactivity
msdyncrm_customerjourneyiteration
msdyncrm_customerjourneyruntimestate
msdyncrm_customerjourneytemplate
msdyncrm_customerjourneyworkflowlink
msdyncrm_defaultmarketingsetting
msdyncrm_delaydatetimeactivity
msdyncrm_delaydurationactivity
msdyncrm_deprecatedcustomtileactivity
msdyncrm_deprecatedeventactivity
msdyncrm_deprecatedformsprosurveyactivity
msdyncrm_deprecatedpageactivity
msdyncrm_designerfeatureavailability
msdyncrm_formpage
msdyncrm_formpagetemplate
msdyncrm_geopin
msdyncrm_gwennolfeatureconfiguration
msdyncrm_gwennolspamscoreactivity
msdyncrm_gwennolspamscorerequest
msdyncrm_launchworkflowactivity
msdyncrm_leadscoringconfiguration
msdyncrm_leadtoopportunity
msdyncrm_linkedincampaignactivity
msdyncrm_listform
msdyncrm_liveentitydependency
msdyncrm_marketingconfiguration
msdyncrm_marketingdynamiccontentmetadata
msdyncrm_marketingemail
msdyncrm_marketingemailactivity
msdyncrm_marketingemaildynamiccontentmetadata
msdyncrm_marketingemailtemplate
msdyncrm_marketingemailtest
msdyncrm_marketingemailtestattribute
msdyncrm_marketingemailtestsend
msdyncrm_marketingfieldsubmission
msdyncrm_marketingform
msdyncrm_marketingformactivity
msdyncrm_marketingformfield
msdyncrm_marketingformformwhitelistrule
msdyncrm_marketingformsubmission
msdyncrm_marketingformtemplate
msdyncrm_marketingformwhitelistrule
msdyncrm_marketingpage
msdyncrm_marketingpageconfiguration
msdyncrm_marketingpagetemplate
msdyncrm_matchingstrategy
msdyncrm_matchingstrategyattribute
msdyncrm_mktactivity
msdyncrm_networkpage
msdyncrm_personalizedpage
msdyncrm_personalizedpagefield
msdyncrm_phonecallactivity
msdyncrm_phonecallactivitymarketingtemplate
msdyncrm_portalsettings
msdyncrm_postingishts
msdyncrm_quicksendemail
msdyncrm_reaction
msdyncrm_recordupdateactivity
msdyncrm_redirecturl
msdyncrm_segment
msdyncrm_segmentactivity
msdyncrm_segmenttemplate
msdyncrm_socialpost
msdyncrm_socialpostingconfiguration
msdyncrm_socialpostingconsent
msdyncrm_sourceactivity
msdyncrm_splitteractivity
msdyncrm_tag
msdyncrm_taskactivity
msdyncrm_taskactivitymarketingtemplate
msdyncrm_triggeractivity
msdyncrm_uicconfig
msdyncrm_usergeoregion
msdyncrm_usersetting
msdyncrm_website
msgdpr_gdprconfiguration
msgdpr_gdprconsentchangerecord

Changelist 3 - updated

Table name Read Write Create Append AppendTo
ActionCard Basic → Deep Basic → Deep Basic → Deep Basic → Deep Global → Deep
Activity Global → Deep Local → Deep Local → Deep Local → Deep Local → Deep
CustomerOpportunityRole Global → Deep Local → Deep Local → Deep Global → Deep Global → Deep
CustomerRelationship Global → Deep Local → Deep Local → Deep Global → Deep Global → Deep
DuplicateRule Global → Deep
EmailSignature Global → Deep Global → Deep Local → Deep
EmailTemplate Global → Deep Global → Deep Local → Deep
Feedback Global → Deep Global → Deep Global → Deep
GoalRollupQuery Basic → Deep
Import Local → Deep Local → Deep Local → Deep Local → Deep Local → Deep
ImportFile Local → Deep Local → Deep Local → Deep Local → Deep Local → Deep
ImportMap Global → Deep Local → Deep Local → Deep Local → Deep Local → Deep
Mailbox Basic → Deep Basic → Deep Basic → Deep
MailboxTrackingFolder Basic → Deep Basic → Deep Basic → Deep Basic → Deep
MailMergeTemplate Basic → Deep Basic → Deep Basic → Deep Basic → Deep Basic → Deep
msdyn_PostAlbum Global → Deep Basic → Deep Basic → Deep Basic → Deep Basic → Deep
msdyn_wallsavedqueryusersettings Basic → Deep Basic → Deep Basic → Deep Basic → Deep Basic → Deep
msdyncrm_leadscoremodel Global → Deep Global → Deep Local → Deep Global → Deep Global → Deep
Note Global → Deep Basic → Deep Local → Deep Local → Deep Local → Deep
PostFollow Global → Deep Local → Deep Local → Deep
SharePointSite Global → Deep Global → Deep
SocialProfile Global → Deep Global → Deep Local → Deep Global → Deep Global → Deep
SyncError Basic → Deep Basic → Deep Basic → Deep Basic → Deep Basic → Deep
WorkflowSession Local → Deep Local → Deep Local → Deep Local → Deep

Role: Marketing Manager (BU level) - Business

Role identifier: dd84f17f-cde8-e611-80d8-00155d4b205a

Changelist 1 - Additions

Table name Read Write Create Append AppendTo
Account Deep Deep Deep Deep Deep
ActionCard Deep Deep Deep Deep Deep
ActionCardUserSettings Basic Basic Basic
Activity Deep Deep Deep Deep Deep
AppConfigMaster Global
ApplicationFile Global
AsyncOperation Deep Deep Deep
Attribute Global
AttributeMap Global
BusinessUnit Deep Deep
Campaign Deep Deep Deep
ChannelPropertyGroup Global Global Global
ComplexControl Global
Connection Deep Deep Deep Deep Deep
ConnectionRole Global
Constraint Global
Contact Deep Deep Deep Deep Deep
CustomerOpportunityRole Deep Deep Deep Deep Deep
CustomerRelationship Deep Deep Deep Deep Deep
Customization Global
DocumentTemplate Global
DuplicateRule Deep
EmailServerProfile Global Global
EmailSignature Deep Deep Deep
EmailTemplate Deep Deep Deep Deep
Entity Global
EntityKey Global
EntityMap Global
ExchangeSyncIdMapping Basic Basic Basic
Feedback Deep Deep Deep
FieldSecurityProfile Global
GoalRollupQuery Deep
HierarchyRule Global
Import Deep Deep Deep Deep Deep
ImportFile Deep Deep Deep Deep Deep
ImportMap Deep Deep Deep Deep Deep
LanguageLocale Global Global Global
Lead Deep Deep Deep Deep Deep
LeadToOpportunitySalesProcess Global Global Global Global Global
License Global
List Deep Deep Deep Deep Deep
Mailbox Deep Deep Deep
MailboxTrackingFolder Deep Deep Deep Deep
MailMergeTemplate Deep Deep Deep Deep Deep
MobileOfflineProfile Global
msdyn_odatav4ds Global Global Global Global
msdyn_PostAlbum Deep Deep Deep Deep Deep
msdyn_PostConfig Global
msdyn_PostRuleConfig Global
msdyn_wallsavedquery Global
msdyn_wallsavedqueryusersettings Deep Deep Deep Deep Deep
msdyncrm_emailkeypoint Global
msdyncrm_featureconfiguration Deep Global Global Global Global
msdyncrm_gpt3log Global
msdyncrm_leadscoremodel Deep Deep Deep Deep Deep
msdyncrm_textstyle Global
msdynmkt_compliancesettings Global
msdynmkt_contactpointsettings Global
msdynmkt_frequencycap Global Global Global Global
msdynmkt_smsphonenumber Global Global
NewsArticle Global
Note Deep Deep Deep Deep Deep
Opportunity Deep Deep Deep Deep Deep
OpportunitySalesProcess Global Global Global Global Global
OptionSet Global
Organization Global
OrgEmailTemplates Global
PersonalDocumentTemplate Basic Basic Basic Basic Basic
PluginAssembly Global
PluginType Global
Position Global
Post Global Global Global Global
PostFollow Deep Deep Deep
Product Global
Query Global Global Global
RecommendedDocument Global
RecordAuditHistory Global
Relationship Global
RelationshipRole Global
Role Local
SavedQueryVisualizations Global Global Global
SdkMessage Global
SdkMessageProcessingStep Global
SdkMessageProcessingStepImage Global
SharePointDocumentLocation Global Global Global Global Global
SharePointSite Deep Deep
SocialProfile Deep Deep Deep Deep Deep
Subject Global Global
SyncError Deep Deep Deep Deep Deep
SystemApplicationMetadata Global
SystemForm Global
SystemUser Global
Team Global Global Local Global Global
TraceLog Global Global Global Global
TransactionCurrency Global Global Global
User Global Deep Deep
UserApplicationMetadata Basic Basic Basic
UserEntityInstanceData Basic Basic Basic
UserEntityUISettings Basic Basic Basic
UserForm Basic Basic Basic
UserQuery Basic Basic Basic
UserQueryVisualizations Basic Basic Basic
UserSettings Global Local Local Local
WebWizard Global
WizardAccessPrivilege Global
WizardPage Global
Workflow Global Deep Deep Deep Global
WorkflowSession Global Deep Deep Deep Deep

Changelist 2 - removed

Table name
msdyncrm_gwennolfeatureconfiguration
msdyncrm_leadtoopportunity
msdyncrm_marketingconfiguration
msdyncrm_segment
msgdpr_gdprconfiguration

Changelist 3 - updated

No table privileges were updated for this role.

Role: Marketing Professional - Business

Role identifier: ce995e5a-cee8-e611-80d8-00155d4b205a

Changelist 1 - Additions

Table name Read Write Create Append AppendTo
msdynmkt_compliancesettings3 Local Local

Changelist 2 - removed

Table name
Adx_pagetemplate
Adx_publishingstate
Adx_webpage
Adx_website
Adx_websiteaccess
Adx_websitebinding
adx_portallanguage
adx_websitelanguage
adx_webtemplate
msdyn_PostAlbum
msdyn_PostConfig
msdyn_PostRuleConfig
msdyn_odatav4ds
msdyn_wallsavedquery
msdyn_wallsavedqueryusersettings
msdyncrm_appointmentactivity
msdyncrm_appointmentactivitymarketingtemplate
msdyncrm_cdnconfiguration
msdyncrm_cdsaconnectorconfiguration
msdyncrm_contentblock
msdyncrm_contentsettings
msdyncrm_createleadactivity
msdyncrm_customerinsightsinfo
msdyncrm_customerjourney
msdyncrm_customerjourneycustomchannelactivity
msdyncrm_customerjourneyiteration
msdyncrm_customerjourneyruntimestate
msdyncrm_customerjourneytemplate
msdyncrm_customerjourneyworkflowlink
msdyncrm_defaultmarketingsetting
msdyncrm_delaydatetimeactivity
msdyncrm_delaydurationactivity
msdyncrm_deprecatedcustomtileactivity
msdyncrm_deprecatedeventactivity
msdyncrm_deprecatedformsprosurveyactivity
msdyncrm_deprecatedpageactivity
msdyncrm_designerfeatureavailability
msdyncrm_formpage
msdyncrm_formpagetemplate
msdyncrm_geopin
msdyncrm_gwennolfeatureconfiguration
msdyncrm_gwennolspamscoreactivity
msdyncrm_gwennolspamscorerequest
msdyncrm_launchworkflowactivity
msdyncrm_leadtoopportunity
msdyncrm_linkedincampaignactivity
msdyncrm_listform
msdyncrm_liveentitydependency
msdyncrm_marketingconfiguration
msdyncrm_marketingdynamiccontentmetadata
msdyncrm_marketingemail
msdyncrm_marketingemailactivity
msdyncrm_marketingemaildynamiccontentmetadata
msdyncrm_marketingemailtemplate
msdyncrm_marketingemailtest
msdyncrm_marketingemailtestattribute
msdyncrm_marketingemailtestsend
msdyncrm_marketingfieldsubmission
msdyncrm_marketingform
msdyncrm_marketingformactivity
msdyncrm_marketingformfield
msdyncrm_marketingformformwhitelistrule
msdyncrm_marketingformsubmission
msdyncrm_marketingformtemplate
msdyncrm_marketingformwhitelistrule
msdyncrm_marketingpage
msdyncrm_marketingpageconfiguration
msdyncrm_marketingpagetemplate
msdyncrm_matchingstrategy
msdyncrm_matchingstrategyattribute
msdyncrm_mktactivity
msdyncrm_networkpage
msdyncrm_personalizedpage
msdyncrm_phonecallactivity
msdyncrm_phonecallactivitymarketingtemplate
msdyncrm_portalsettings
msdyncrm_postingishts
msdyncrm_quicksendemail
msdyncrm_reaction
msdyncrm_recordupdateactivity
msdyncrm_redirecturl
msdyncrm_segment
msdyncrm_segmentactivity
msdyncrm_segmenttemplate
msdyncrm_socialpost
msdyncrm_socialpostingconfiguration
msdyncrm_socialpostingconsent
msdyncrm_sourceactivity
msdyncrm_splitteractivity
msdyncrm_tag
msdyncrm_taskactivity
msdyncrm_taskactivitymarketingtemplate
msdyncrm_triggeractivity
msdyncrm_uicconfig
msdyncrm_usergeoregion
msdyncrm_usersetting
msdyncrm_website
msgdpr_gdprconfiguration
msgdpr_gdprconsentchangerecord

Changelist 3 - updated

Table name Read Write Create Append AppendTo
ActionCard Basic → Local Basic → Local Basic → Local Basic → Local Global → Local
Activity Global → Local Basic → Local
CustomerOpportunityRole Global → Local Basic → Local Basic → Local Global → Local Global → Local
CustomerRelationship Global → Local Basic → Local Basic → Local Global → Local Global → Local
DuplicateRule Global → Local
EmailSignature Global → Local Basic → Local Basic → Local
EmailTemplate Global → Local Basic → Local Basic → Local
Feedback Global → Local Global → Local Global → Local
GoalRollupQuery Basic → Local
Import Basic → Local Basic → Local Basic → Local Basic → Local Basic → Local
ImportFile Basic → Local Basic → Local Basic → Local Basic → Local Basic → Local
ImportMap Global → Local
Mailbox Basic → Local Basic → Local Basic → Local
MailboxTrackingFolder Basic → Local Basic → Local Basic → Local Basic → Local
MailMergeTemplate Basic → Local Basic → Local Basic → Local Basic → Local Basic → Local
Note Global → Local Basic → Local Basic → Local
PostFollow Global → Local Basic → Local Basic → Local
SharePointSite Global → Local Global → Local
SocialProfile Global → Local Global → Local Basic → Local Global → Local Global → Local
SyncError Basic → Local Basic → Local Basic → Local Basic → Local Basic → Local
WorkflowSession Basic → Local Basic → Local Basic → Local Basic → Local

Role: Marketing Professional (BU level) - Business

Role identifier: 6d63ebe3-cee8-e611-80d8-00155d4b205a

Changelist 1 - Additions

Table name Read Write Create Append AppendTo
Account Local Local Local Local Local
ActionCard Local Local Local Local Local
ActionCardUserSettings Basic Basic Basic
Activity Local Local Local Local Local
ApplicationFile Global
AsyncOperation Local Local Local
Attribute Global
AttributeMap Global
BusinessUnit Local Local
Campaign Local Local Local
ChannelPropertyGroup Global Global Global
ComplexControl Global
Connection Local Local Local Local Local
ConnectionRole Global
Constraint Global
Contact Local Local Local Local Local
CustomerOpportunityRole Local Local Local Local Local
CustomerRelationship Local Local Local Local Local
Customization Global
DocumentTemplate Global
DuplicateRule Local
EmailServerProfile Global Global
EmailSignature Local Local Local
EmailTemplate Local Local Local Local
Entity Global
EntityKey Global
EntityMap Global
ExchangeSyncIdMapping Basic Basic Basic
Feedback Local Local Local
GoalRollupQuery Local
HierarchyRule Global
Import Local Local Local Local Local
ImportFile Local Local Local Local Local
ImportMap Local Local Local Local Local
LanguageLocale Global Global Global
Lead Local Local Local Local Local
LeadToOpportunitySalesProcess Global Global Global Global Global
License Global
List Local Local Local Local Local
Mailbox Local Local Local
MailboxTrackingFolder Local Local Local Local
MailMergeTemplate Local Local Local Local Local
MobileOfflineProfile Global
msdyncrm_emailkeypoint Global
msdyncrm_featureconfiguration Local
msdyncrm_gpt3log Global
msdyncrm_setupdomain Global
msdyncrm_textstyle Global
msdynmkt_smsphonenumber Global Global
NewsArticle Global
Note Local Local Local Local Local
Opportunity Local Local Local Local Local
OpportunitySalesProcess Global Global Global Global Global
OptionSet Global
Organization Global
OrgEmailTemplates Global
PersonalDocumentTemplate Basic Basic Basic Basic Basic
PluginAssembly Global
PluginType Global
Position Global
Post Global Global Global Global
PostFollow Local Local Local
Product Global
Query Global Global Global
RecommendedDocument Global
Relationship Global
RelationshipRole Global
Role Local
SavedQueryVisualizations Global Global Global
SdkMessage Global
SdkMessageProcessingStep Global
SdkMessageProcessingStepImage Global
SharePointDocumentLocation Global Global Global Global Global
SharePointSite Local Local
SocialProfile Local Local Local Local Local
Subject Global Global
SyncError Local Local Local Local Local
SystemApplicationMetadata Global
SystemForm Global
SystemUser Global
Team Global
TraceLog Global Global Global Global
TransactionCurrency Global Global Global
User Global Local Local
UserApplicationMetadata Basic Basic Basic
UserEntityInstanceData Basic Basic Basic
UserEntityUISettings Basic Basic Basic
UserForm Basic Basic Basic
UserQuery Basic Basic Basic
UserQueryVisualizations Basic Basic Basic
UserSettings Global Local Local Local
WebWizard Global
WizardAccessPrivilege Global
WizardPage Global
Workflow Global Local Local Local Global
WorkflowSession Global Local Local Local Local

Changelist 2 - removed

Table name
msdyncrm_leadtoopportunity
msdyncrm_marketingconfiguration
msdyncrm_segment
msgdpr_gdprconfiguration

Changelist 3 - updated

No table privileges were updated for this role.

May 2026 release (version 1.1.65002.146)

This month's release did not change any roles or privileges.

April 2026 release (version 1.1.64196.86)

Role-wise changes (versus the March 2026 release)


Summary of changes

Role Tables Added Privs Added Tables Removed Privs Removed Tables Updated Privs Updated Change alert
Event Administrator 0 0 0 0 0 0
Event Administrator (BU level) 0 0 0 0 0 0
Event Planner (BU level) 0 0 0 0 0 0
Lead Score Modeler 0 0 0 0 0 0
Lead Score Modeler (BU level) 0 0 0 0 0 0
Lead Score Viewer 0 0 0 0 0 0
Lead Score Viewer (BU level) 0 0 0 0 0 0
Marketing Manager - Business 1 8 0 0 0 0
Marketing Manager (BU level) - Business 1 8 0 0 0 0
Marketing Professional - Business 1 8 0 0 0 0
Marketing Professional (BU level) - Business 1 8 0 0 0 0

Role: Marketing Manager - Business

Role identifier: {bf157a3a-cde8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 1 8
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but not in the previous release)

Table name Read Write Create Append AppendTo Delete Assign Share
msdynmkt_agentsetting Global Global Global Global Global Global Global Global

Changelist-2 Removed (Tables and privileges in the previous release but no longer in the current release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to the previous release)

No changes.


Role: Marketing Manager (BU level) - Business

Role identifier: {dd84f17f-cde8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 1 8
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but not in the previous release)

Table name Read Write Create Append AppendTo Delete Assign Share
msdynmkt_agentsetting Deep Deep Deep Deep Deep Deep Deep Deep

Changelist-2 Removed (Tables and privileges in the previous release but no longer in the current release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to the previous release)

No changes.


Role: Marketing Professional - Business

Role identifier: {ce995e5a-cee8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 1 8
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but not in the previous release)

Table name Read Write Create Append AppendTo Delete Assign Share
msdynmkt_agentsetting Global Global Global Global Global Global Global Global

Changelist-2 Removed (Tables and privileges in the previous release but no longer in the current release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to the previous release)

No changes.


Role: Marketing Professional (BU level) - Business

Role identifier: {6d63ebe3-cee8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 1 8
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but not in the previous release)

Table name Read Write Create Append AppendTo Delete Assign Share
msdynmkt_agentsetting Local Local Local Local Local Local Local Local

Changelist-2 Removed (Tables and privileges in the previous release but no longer in the current release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to the previous release)

No changes.


March 2026 release (version 1.1.62960.43)

This is the first changenote published for this documentation and reflects a comparison against previously published learn page for roles and permissions. As a result, some entries may be marked as Added or Removed even when no functional change has occurred. An Added entry may indicate a permission that already existed but was previously undocumented. Similarly, a Removed entry may reflect a correction to earlier documentation rather than an actual removal of a permission.

Role wise changes (versus previously published documentation)


Table of contents


Summary of changes

Role Tables Added Privs Added Tables Removed Privs Removed Tables Updated Privs Updated Change alert
Event Administrator 5 25 0 0 1 1
Event Administrator (BU level) 5 25 0 0 1 1
Event Planner (BU level) 4 17 0 0 45 156
Lead Score Modeler 0 0 0 0 0 0
Lead Score Modeler (BU level) 2 6 6 6 6 24
Lead Score Viewer 0 0 0 0 0 0
Lead Score Viewer (BU level) 1 1 0 0 0 0
Marketing Manager - Business 13 40 0 0 24 57
Marketing Manager (BU level) - Business 13 40 0 0 8 14
Marketing Professional - Business 13 40 0 0 19 44
Marketing Professional (BU level) - Business 13 40 0 0 4 6

Role: Event Administrator

Role identifier: {a31a2242-bf8f-e611-80d7-00155d4b201d}

Metric Tables Privileges
Added 5 25
Removed 0 0
Updated 1 1

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msevtmgt_eventregistrationcustomfield Global Global Global Global Global
msevtmgt_eventregistrationsettings Organization Organization Organization Organization Organization
msevtmgt_integrationconfiguration Organization Organization Organization Organization Organization
msevtmgt_paymentprovider Organization Organization Organization Organization Organization
msevtmgt_powerpageswebsite Organization Organization Organization Organization Organization

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
Workflow (added) → Organization

Role: Event Administrator (BU level)

Role identifier: {07d52deb-3b54-4203-b3cf-35efe4350f82}

Metric Tables Privileges
Added 5 25
Removed 0 0
Updated 1 1

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msevtmgt_eventregistrationcustomfield Deep Deep Deep Deep Deep
msevtmgt_eventregistrationsettings Organization Organization Organization Organization Organization
msevtmgt_integrationconfiguration Deep Deep Deep Deep Deep
msevtmgt_paymentprovider Organization Organization Organization Organization Organization
msevtmgt_powerpageswebsite Deep Deep Deep Deep Deep

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
Workflow (added) → Organization

Role: Event Planner (BU level)

Role identifier: {9d0bcbb3-75d8-4496-b2fb-62d0a9cb902f}

Metric Tables Privileges
Added 4 17
Removed 0 0
Updated 45 156

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msevtmgt_eventregistrationcustomfield Local Local Local Local Local
msevtmgt_integrationconfiguration Local Local Local Local Local
msevtmgt_paymentprovider Organization Organization
msevtmgt_powerpageswebsite Local Local Local Local Local

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
AsyncOperation Organization → Local
BusinessUnit Organization → Local
User Organization → Local Organization → Local
Workflow (added) → Organization
msdyncrm_defaultmarketingsetting Organization → Deep
msdyncrm_file Organization → Local Organization → Local Organization → Local Organization → Local
msdynmkt_marketingfieldsubmission Organization → Local
msdynmkt_marketingform Organization → Local Organization → Local Organization → Local Organization → Local Organization → Local
msdynmkt_marketingformfield Organization → Local
msdynmkt_marketingformsubmission Organization → Local Organization → Local Organization → Local
msdynmkt_marketingformtemplate Organization → Local Organization → Local
msdynmkt_matchingstrategy Organization → Local Organization → Local Organization → Local Organization → Local
msdynmkt_matchingstrategyattribute Organization → Local
msevtmgt_AttendeePass Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Building Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_CheckIn Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_EntityCounter Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Event Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_EventRegistration Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_EventTeamMember Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Hotel Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_HotelRoomAllocation Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_HotelRoomReservation Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Layout Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Room Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Session Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_SessionRegistration Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_SessionTrack Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Speaker Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_SponsorableArticle Organization → Local Organization → Local Organization → Local Organization → Local
msevtmgt_Sponsorship Organization → Local Organization → Local Organization → Local Global → Local
msevtmgt_Venue Global → Local Global → Local Global → Local Global → Local
msevtmgt_customregistrationfield Global → Local Global → Local Global → Local Global → Local
msevtmgt_eventadministration Global → Local Global → Local Global → Local Global → Local
msevtmgt_eventcustomregistrationfield Global → Local Global → Local Global → Local Global → Local
msevtmgt_eventpurchase Global → Local Global → Local Global → Local Global → Local
msevtmgt_eventpurchaseattendee Global → Local Global → Local Global → Local Global → Local
msevtmgt_eventpurchasepass Global → Local Global → Local Global → Local Global → Local
msevtmgt_eventvendor Global → Local Global → Local Global → Local Global → Local
msevtmgt_pass Global → Local Global → Local Global → Local Global → Local
msevtmgt_registrationresponse Global → Local Global → Local Global → Local Global → Local
msevtmgt_roomreservation Global → Local Global → Local Global → Local Global → Local
msevtmgt_speakerengagement Global → Local Global → Local Global → Local Global → Local
msevtmgt_waitlistitem Global → Local Global → Local Global → Local Global → Local
msevtmgt_websiteentityconfiguration Global → Local Global → Local Global → Local Global → Local Global → Local

Role: Lead Score Modeler

Role identifier: {d1fd2176-cee8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 0 0
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

None

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

No changes.


Role: Lead Score Modeler (BU level)

Role identifier: {3b30e84e-3ec6-4aa2-9417-b569f0d0284d}

Metric Tables Privileges
Added 2 6
Removed 6 6
Updated 6 24

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msdyncrm_Localleadtoopportunity Deep Deep Deep Deep Deep
msdynmkt_featureconfiguration Global

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

Table name Read Write Create Append AppendTo
AppModule Global
PluginAssembly Global
PluginType Global
SdkMessage Global
SdkMessageProcessingStep Global
SdkMessageProcessingStepImage Global

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
msdyncrm_leadscore_v2 (added) → Deep (added) → Deep (added) → Deep (added) → Deep
msdyncrm_leadscoremodel (added) → Deep (added) → Deep (added) → Deep (added) → Deep
msdynmkt_entitygradedistribution (added) → Deep (added) → Deep (added) → Deep (added) → Deep
msdynmkt_entityscoredistribution (added) → Deep (added) → Deep (added) → Deep (added) → Deep
msdynmkt_entityscoringmodel (added) → Deep (added) → Deep (added) → Deep (added) → Deep
msdynmkt_leadqualificationmodel (added) → Deep (added) → Deep (added) → Deep (added) → Deep

Role: Lead Score Viewer

Role identifier: {32e87eb4-c85c-e711-80fe-000d3a297db2}

Metric Tables Privileges
Added 0 0
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

None

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

No changes.


Role: Lead Score Viewer (BU level)

Role identifier: {afc2cc8c-a26f-41c1-99a3-4510003a1878}

Metric Tables Privileges
Added 1 1
Removed 0 0
Updated 0 0

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msdynmkt_featureconfiguration Global

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

No changes.


Role: Marketing Manager - Business

Role identifier: {bf157a3a-cde8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 13 40
Removed 0 0
Updated 24 57

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msdynmkt_browser Global
msdynmkt_consentprovider Global
msdynmkt_consentsubmitbutton Global
msdynmkt_devicetype Global
msdynmkt_emailclient Global
msdynmkt_formsetting Global Global Global Global Global
msdynmkt_formtargetaudience Global Global Global Global Global
msdynmkt_operatingsystem Global
msdynmkt_savedformfield Global Global Global Global
msdynmkt_segmentationcsvupload Global Global Global Global Global
msevtmgt_eventregistrationcustomfield Global Global Global Global Global
msevtmgt_integrationconfiguration Global Global Global Global Global
msevtmgt_powerpageswebsite Global Global Global Global Global

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
WorkflowSession (added) → Local
msdyn_ChannelDefinition (added) → Global (added) → Global (added) → Global
msdyn_ConsumingApplication (added) → Global (added) → Global (added) → Global
msdyncrm_customerjourney Local → Global
msdyncrm_file Local → Global
msdyncrm_keyword Local → Global
msdyncrm_video Local → Global
msdynmkt_domain Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_entitygradedistribution Local → Global
msdynmkt_entityscoredistribution Local → Global
msdynmkt_entityscoringmodel Local → Global
msdynmkt_experiment Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_frequencycap Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_gdprrequest Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_journeysetting Local → Global
msdynmkt_leadqualificationmodel Local → Global
msdynmkt_marketingform (added) → Global
msdynmkt_marketingformtemplate (added) → Global (added) → Global (added) → Global
msdynmkt_matchingstrategy (added) → Global
msdynmkt_mobileapp Deep → Global
msdynmkt_quiettimesetting Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_segment Local → Global
msdynmkt_segmentdefinition Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_segmentexecution Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global

Role: Marketing Manager (BU level) - Business

Role identifier: {dd84f17f-cde8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 13 40
Removed 0 0
Updated 8 14

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msdynmkt_browser Global
msdynmkt_consentprovider Global
msdynmkt_consentsubmitbutton Deep
msdynmkt_devicetype Global
msdynmkt_emailclient Global
msdynmkt_formsetting Deep Deep Deep Deep Deep
msdynmkt_formtargetaudience Deep Deep Deep Deep Deep
msdynmkt_operatingsystem Global
msdynmkt_savedformfield Deep Deep Deep Deep
msdynmkt_segmentationcsvupload Deep Deep Deep Deep Deep
msevtmgt_eventregistrationcustomfield Deep Deep Deep Deep Deep
msevtmgt_integrationconfiguration Deep Deep Deep Deep Deep
msevtmgt_powerpageswebsite Deep Deep Deep Deep Deep

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
WorkflowSession (added) → Deep
msdyn_ChannelDefinition (added) → Global (added) → Global (added) → Global
msdyn_ConsumingApplication (added) → Global (added) → Global (added) → Global
msdyncrm_gwennolfeatureconfiguration Global → Deep
msdynmkt_featureconfiguration Deep → Global
msdynmkt_marketingform (added) → Deep
msdynmkt_marketingformtemplate (added) → Deep (added) → Deep (added) → Deep
msdynmkt_matchingstrategy (added) → Deep

Role: Marketing Professional - Business

Role identifier: {ce995e5a-cee8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 13 40
Removed 0 0
Updated 19 44

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msdynmkt_browser Global
msdynmkt_consentprovider Global
msdynmkt_consentsubmitbutton Global
msdynmkt_devicetype Global
msdynmkt_emailclient Global
msdynmkt_formsetting Global Global Global Global Global
msdynmkt_formtargetaudience Global Global Global Global Global
msdynmkt_operatingsystem Global
msdynmkt_savedformfield Global Global Global Global
msdynmkt_segmentationcsvupload Global Global Global Global Global
msevtmgt_eventregistrationcustomfield Global Global Basic Global Global
msevtmgt_integrationconfiguration Global Global Basic Global Global
msevtmgt_powerpageswebsite Global Global Basic Global Global

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
WorkflowSession (added) → Basic
msdyncrm_customerjourney Basic → Global
msdyncrm_video Local → Global
msdynmkt_brandprofile (added) → Global (added) → Global
msdynmkt_brandsender (added) → Global
msdynmkt_conversioneventdefinition Local → Global Local → Global Local → Global
msdynmkt_domain Local → Global Local → Global Local → Global Local → Global Local → Global
msdynmkt_eventmetadata Local → Global Local → Global
msdynmkt_experiment Local → Global Local → Global Local → Global Local → Global Local → Global
msdynmkt_frequencycap Local → Global
msdynmkt_gdprrequest Local → Global Local → Global Local → Global Local → Global
msdynmkt_journey Local → Global
msdynmkt_journeytemplate Local → Global
msdynmkt_marketingform (added) → Global
msdynmkt_marketingformtemplate (added) → Global (added) → Global (added) → Global
msdynmkt_mobileapp Deep → Global
msdynmkt_quiettimesetting Local → Global
msdynmkt_segmentdefinition Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global
msdynmkt_segmentexecution Deep → Global Deep → Global Deep → Global Deep → Global Deep → Global

Role: Marketing Professional (BU level) - Business

Role identifier: {6d63ebe3-cee8-e611-80d8-00155d4b205a}

Metric Tables Privileges
Added 13 40
Removed 0 0
Updated 4 6

Changelist-1 Added (Tables and privileges that exist in the current release but weren't previously documented)

Table name Read Write Create Append AppendTo
msdynmkt_browser Global
msdynmkt_consentprovider Global
msdynmkt_consentsubmitbutton Local
msdynmkt_devicetype Global
msdynmkt_emailclient Global
msdynmkt_formsetting Local Local Local Local Local
msdynmkt_formtargetaudience Local Local Local Local Local
msdynmkt_operatingsystem Global
msdynmkt_savedformfield Local Local Local Local
msdynmkt_segmentationcsvupload Local Local Local Local Local
msevtmgt_eventregistrationcustomfield Local Local Local Local Local
msevtmgt_integrationconfiguration Local Local Local Local Local
msevtmgt_powerpageswebsite Local Local Local Local Local

Changelist-2 Removed (Tables and privileges were previously documented but are no longer in the release)

None

Changelist-3 Updated (Privileges that have changed in the current release compared to previous documentation)

Table name Read Write Create Append AppendTo
WorkflowSession (added) → Local
msdynmkt_featureconfiguration Local → Global
msdynmkt_marketingform (added) → Local
msdynmkt_marketingformtemplate (added) → Local (added) → Local (added) → Local