Security role UI to privilege mapping
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics 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.
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 |
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 |
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 |
|
Bulk Delete |
prvBulkDelete |
|
Delete Audit Partitions |
prvDeleteAuditPartitions |
|
Manage Data Encryption key - Activate |
prvRestoreSqlEncryptionKey |
|
Manage Data Encryption key - Change |
prvChangeSqlEncryptionKey |
|
Manage Data Encryption key - Read |
prvReadSqlEncryptionKey |
|
Manage User Synchronization Filters |
prvAdminFilter |
|
Publish Duplicate Detection Rules |
prvPublishDuplicateRule |
|
Publish Email Templates |
prvCreateOrgEmailTemplates |
|
Publish Mail Merge Templates to Organization |
prvPublishOrgMailMergeTemplate |
|
Publish Reports |
prvPublishOrgReport |
|
Run SharePoint Integration Wizard |
prvConfigureSharePoint |
|
View Audit History |
prvReadRecordAuditHistory |
|
View Audit Partitions |
prvReadAuditPartitions |
RetrieveAttributeChangeHistory message privileges |
View Audit Summary |
prvReadAuditSummary |
Marketing tab
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 |
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 |
|
Create Quick Campaign |
prvAllowQuickCampaign |
|
Use internet marketing module |
prvUseInternetMarketing |
Sales tab
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 |
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 |
|
Override Opportunity Pricing |
prvOverridePriceEngineOpportunity |
|
Override Order Pricing |
prvOverridePriceEngineOrder |
|
Override Quote Order Invoice Delete |
prvQOIOverrideDelete |
|
Override Quote Pricing |
prvOverridePriceEngineQuote |
Service tab
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 |
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 |
---|---|---|
Approve Knowledge Articles |
prvApproveKnowledgeArticle |
|
Publish Articles |
prvPublishArticle |
|
Publish Knowledge Articles |
prvPublishKnowledgeArticle |
Business Management tab
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 |
Privacy-related privileges
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 |
---|---|
Dynamics 365 for mobile |
prvUseTableApp |
CRM for phones express |
prvGoMobile |
Document Generation |
prvDocumentGeneration |
Export to Excel |
prvExportToExcel |
Go Offline in Outlook |
prvGoOffline |
Mail Merge |
prvMailMerge |
prvPrint |
|
Sync to Outlook |
prvSyncToOutlook |
Use Dynamics 365 for Outlook |
prvUseOfficeApps |
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 |
|
Approve Email Addresses for Users or Queues |
prvApproveRejectEmailAddress |
|
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 |
|
Dynamics 365 Address Book |
prvAddressBook |
|
Enable or Disable a Business Unit |
prvDisableBusinessUnit |
|
Enable or Disable User |
prvDisableUser |
|
Language Settings |
prvLanguageSettings |
|
Merge |
prvMerge |
|
Override Created on or Created by for Records during Data Import |
prvOverrideCreatedOnCreatedBy |
|
Perform in sync rollups on goals |
prvRollupGoal |
|
Read License info |
prvReadLicense |
|
Reparent Business unit |
prvReparentBusinessUnit |
|
Reparent team |
prvReparentTeam |
|
Reparent user |
prvReparentUser |
|
Send Email as Another User |
prvSendAsUser |
|
Send Invitation |
prvSendInviteForLive |
|
Update Business Closures |
prvWriteBusinessClosureCalendar |
|
Web Mail Merge |
prvWebMailMerge |
Service Management tab
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 |
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 |
|
Control Decrement Terms |
prvControlDecrementTerm |
|
Create own calendar |
prvCreateOwnCalendar |
|
Delete own calendar |
prvDeleteOwnCalendar |
|
Read own calendar |
prvReadOwnCalendar |
|
Search Availability |
prvSearchAvailability |
|
Update Holiday Schedules |
prvWriteHolidayScheduleCalendar |
|
Write own calendar |
prvWriteOwnCalendar |
Customization tab
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 |
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 |
|
Activate Business Rules |
prvActivateBusinessRule |
|
Activate Real-time Processes |
prvActivateSynchronousWorkflow |
|
Configure Yammer |
prvConfigureYammer |
|
Execute Workflow Job |
prvWorkflowExecution |
|
Export Customizations |
prvExportCustomization |
|
Import Customizations |
prvImportCustomization |
|
ISV Extensions |
prvISVExtensions |
Not currently in use. |
Modify Customization constraints |
prvAppendConstraint |
Not currently in use. |
Publish Customizations |
prvPublishCustomization |
|
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 |
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 |
See Also
Security role and privilege reference
The security model of Microsoft Dynamics 365
Default privileges for a role
Privileges by entity
Microsoft Dynamics 365
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