Permissions required for CRM for Outlook tasks

 

Applies To: Dynamics CRM 2015

The following table shows the default security roles required to perform Dynamics CRM for Outlook tasks, and whether the task can be performed while using Dynamics CRM for Outlook offline.

Dynamics CRM for Outlook Tasks	Default Security Roles and Required Privileges	Can Task Be Done Offline?
Go Offline	Security roles: Any Privileges: Go Offline	Yes
Set synchronization options Microsoft Dynamics CRM to Outlook	Security roles: Any Privileges: Sync to Outlook	Yes
Set local data synchronization options	Security roles: Any Privileges: Go Offline	Yes
Synchronize Microsoft Dynamics CRM to Outlook	Security roles: Any Privileges: Sync to Outlook	Yes
Save and link Outlook tasks and appointments in Microsoft Dynamics CRM	Security roles: Any Privileges: For the record type: Write, Append To	Yes
Save and link Outlook contacts in Microsoft Dynamics CRM	Security roles: Any Privileges: Contact record type: Write, Append To	Yes
Remove tracking in Microsoft Dynamics CRM from a record	Security roles: Any Privileges: Contact record type: Write, Append To For the record type: Write, Append To	Yes

See Also

Set up CRM for Outlook

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