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 |
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 |
|||||
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 |
|
Document Location |
SharePointDocumentLocation (document location) entity privileges |
prvCreateSharePointDocumentLocation |
prvReadSharePointDocumentLocation |
prvWriteSharePointDocumentLocation |
prvDeleteSharePointDocumentLocation |
prvAppendSharePointDocumentLocation |
prvAppendToSharePointDocumentLocation |
prvAssignSharePointDocumentLocation |
prvShareSharePointDocumentLocation |
Duplicated Detection Rule |
prvCreateDuplicateRule |
prvReadDuplicateRule |
prvWriteDuplicateRule |
prvDeleteDuplicateRule |
prvAppendDuplicateRule |
prvAppendToDuplicateRule |
prvAssignDuplicateRule |
prvShareDuplicateRule |
|
Email Template |
prvCreateEmailTemplate |
prvReadEmailTemplate |
prvWriteEmailTemplate |
prvDeleteEmailTemplate |
prvAppendEmailTemplate |
prvAppendToEmailTemplate |
prvAssignEmailTemplate |
prvShareEmailTemplate |
|
Follow |
prvCreatePostFollow |
prvReadPostFollow |
prvDeletePostFollow |
prvAppendPostFollow |
|||||
Import Source File |
prvCreateImportFile |
prvReadImportFile |
prvWriteImportFile |
prvDeleteImportFile |
prvAppendImportFile |
prvAppendToImportFile |
prvAssignImportFile |
prvShareImportFile |
|
Lead |
prvCreateLead |
prvReadLead |
prvWriteLead |
prvDeleteLead |
prvAppendLead |
prvAppendToLead |
prvAssignLead |
prvShareLead |
|
Mail Merge Template |
prvCreateMailMergeTemplate |
prvReadMailMergeTemplate |
prvWriteMailMergeTemplate |
prvDeleteMailMergeTemplate |
prvAppendMailMergeTemplate |
prvAppendToMailMergeTemplate |
prvAssignMailMergeTemplate |
prvShareMailMergeTemplate |
|
Note |
prvCreateNote |
prvReadNote |
prvWriteNote |
prvDeleteNote |
prvAppendNote |
prvAppendToNote |
prvAssignNote |
prvShareNote |
|
Opportunity |
prvCreateOpportunity |
prvReadOpportunity |
prvWriteOpportunity |
prvDeleteOpportunity |
prvAppendOpportunity |
prvAppendToOpportunity |
prvAssignOpportunity |
prvShareOpportunity |
|
Opportunity Relationship |
CustomerOpportunityRole (opportunity relationship) entity privileges |
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 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 |
|||
Trace |
prvCreateTraceLog |
prvReadTraceLog |
prvDeleteTraceLog |
prvAppendTraceLog |
prvAppendToTraceLog |
||||
User Chart |
prvCreateUserQueryVisualizations |
prvReadUserQueryVisualizations |
prvWriteUserQueryVisualizations |
prvDeleteUserQueryVisualizations |
prvAssignUserQueryVisualizations |
prvShareUserQueryVisualizations |
|||
User Dashboard |
prvCreateUserForm |
prvReadUserForm |
prvWriteUserForm |
prvDeleteUserForm |
prvAssignUserForm |
prvShareUserForm |
|||
User Entity UI Settings |
prvCreateUserEntityUISettings |
prvReadUserEntityUISettings |
prvWriteUserEntityUISettings |
prvDeleteUserEntityUISettings |
prvAssignUserEntityUISettings |
prvShareUserEntityUISettings |
|||
User Entity Instance Data |
prvCreateUserEntityInstanceData |
prvReadUserEntityInstanceData |
prvWriteUserEntityInstanceData |
prvDeleteUserEntityInstanceData |
prvAssignUserEntityInstanceData |
prvShareUserEntityInstanceData |
|||
User Mapping |
FIX |
prvCreateUserMapping |
prvReadUserMapping |
prvWriteUserMapping |
prvDeleteUserMapping |
||||
Web Wizard |
prvCreateWebWizard |
prvReadWebWizard |
prvWriteWebWizard |
prvDeleteWebWizard |
|||||
Web Wizard Access Privileges |
WizardAccessPrivilege (web wizard access privilege) entity 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 |
|
Promote User to Microsoft Dynamics CRM Administrator Role |
prvPromoteToAdmin |
|
Publish Duplicate Detection Rules |
prvPublishDuplicateRule |
|
Publish Email Templates |
prvCreateOrgEmailTemplates |
|
Publish Mail Merge Templates to Organization |
prvPublishOrgMailMergeTemplate |
|
Publish Reports |
prvPublishOrgReport |
|
Publish SharePoint Integration Wizard |
prvConfigureSharePoint |
|
Turn on Tracing |
prvTurnDevErrorsOnOff |
|
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 |
Privilege documentation |
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 |
Privilege documentation |
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 |
For internal use only. |
prvCreateDynamicProperty |
prvReadDynamicProperty |
prvWriteDynamicProperty |
prvDeleteDynamicProperty |
prvAppendDynamicProperty |
prvAppendToDynamicProperty |
||
Property Association |
For internal use only. |
prvCreateDynamicPropertyAssociation |
prvReadDynamicPropertyAssociation |
prvWriteDynamicPropertyAssociation |
prvDeleteDynamicPropertyAssociation |
prvAppendDynamicPropertyAssociation |
prvAppendToDynamicPropertyAssociation |
||
Property Instance |
prvCreateDynamicPropertyInstance |
prvReadDynamicPropertyInstance |
prvWriteDynamicPropertyInstance |
prvDeleteDynamicPropertyInstance |
prvAppendDynamicPropertyInstance |
prvAppendToDynamicPropertyInstance |
prvAssignDynamicPropertyInstance |
prvShareDynamicPropertyInstance |
|
Property OptionSetItem |
For internal use only. |
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 |
Privilege documentation |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
---|---|---|---|---|---|---|---|---|---|
Article |
prvCreateArticle |
prvReadArticle |
prvWriteArticle |
prvDeleteArticle |
prvAppendArticle |
prvAppendToArticle |
|||
Article Template |
prvCreateArticleTemplate |
prvReadArticleTemplate |
prvWriteArticleTemplate |
prvDeleteArticleTemplate |
prvAppendToArticleTemplate |
||||
Case |
prvCreateIncident |
prvReadIncident |
prvWriteIncident |
prvDeleteIncident |
prvAppendIncident |
prvAppendToIncident |
prvAssignIncident |
prvShareIncident |
|
Contract |
prvCreateContract |
prvReadContract |
prvWriteContract |
prvDeleteContract |
prvAppendContract |
prvAppendToContract |
prvAssignContract |
prvShareContract |
|
Contract Template |
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 |
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 |
prvCreateBusinessUnit |
prvReadBusinessUnit |
prvWriteBusinessUnit |
prvDeleteBusinessUnit |
prvAppendBusinessUnit |
prvAppendToBusinessUnit |
|||
Channel Property Group |
For internal use only. |
prvCreateChannelPropertyGroup |
prvReadChannelPropertyGroup |
prvWriteChannelPropertyGroup |
prvDeleteChannelPropertyGroup |
prvAppendChannelPropertyGroup |
prvAppendToChannelPropertyGroup |
||
Currency |
prvCreateTransactionCurrency |
prvReadTransactionCurrency |
prvWriteTransactionCurrency |
prvDeleteTransactionCurrency |
prvAppendTransactionCurrency |
prvAppendToTransactionCurrency |
|||
Email Server Profile |
prvCreateEmailServerProfile |
prvReadEmailServerProfile |
prvWriteEmailServerProfile |
prvDeleteEmailServerProfile |
prvAppendEmailServerProfile |
prvAppendToEmailServerProfile |
prvAssignEmailServerProfile |
prvShareEmailServerProfile |
|
Field Security Profile |
prvCreateFieldSecurityProfile |
prvReadFieldSecurityProfile |
prvWriteFieldSecurityProfile |
prvDeleteFieldSecurityProfile |
prvAppendFieldSecurityProfile |
prvAppendToFieldSecurityProfile |
|||
Field Sharing |
PrincipalObjectAttributeAccess (field sharing) entity privileges |
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 |
MailboxTrackingFolder (mailbox auto tracking folder) entity privileges |
prvCreateMailboxTrackingFolder |
prvTeadMailboxTrackingFolder |
prvWriteMailboxTrackingFolder |
prvDeleteMailboxTrackingFolder |
prvAppendMailboxTrackingFolder |
prvAppendToMailboxTrackingFolder |
prvAssignMailboxTrackingFolder |
prvShareMailboxTrackingFolder |
Organization |
prvReadOrganization |
prvWriteOrganization |
prvAppendToOrganization |
||||||
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 |
---|---|
CRM for mobile |
prvUseTableApp |
CRM for phones express |
prvGoMobile |
Export to Excel |
prvExportToExcel |
Go Offline in Outlook |
prvGoOffline |
Mail Merge |
prvMailMerge |
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 |
|
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 |
|
CRM 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 |
Privilege documentation |
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 |
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 |
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 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 |
prvCreateAttributeMap |
prvReadAttributeMap |
prvWriteAttributeMap |
prvDeleteAttributeMap |
prvAppendAttributeMap |
prvAppendToAttributeMap |
||||
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 |
||||||||||
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 |
For internal use only. Used by Microsoft Dynamics CRM for tablets. |
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 |
For internal use only. Used by Microsoft Dynamics CRM for tablets. |
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 |
Privilege documentation |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
---|---|---|---|---|---|---|---|---|---|
User Owned Entity |
prvCreateEntityName |
prvReadEntityName |
prvWriteEntityName |
prvDeleteEntityName |
prvAppendEntityName |
prvAppendToEntityName |
prvAssignEntityName |
prvShareEntityName |
|
Organization Owned Entity |
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 |
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 |
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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