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Microsoft Dynamics CRM

Microsoft Dynamics CRM 4.0

Software Development Kit

Appendix A: Security Roles and Privileges

Privileges by Message

AddItemCampaign Privileges

AddItemCampaignActivity Privileges

AddMemberList Privileges

AddMembersTeam Privileges

AddPrivilegesRole Privileges

AddProductToKit Privileges

AddSubstituteProduct Privileges

Assign Privileges

AssignUserRolesRole Privileges

AssociateEntities Privileges

AutoMapEntity Privileges

BackgroundSendEmail Privileges

Book Privileges

BulkDelete Privileges

BulkDetectDuplicates Privileges

CalculateActualValueOpportunity Privileges

CalculateTotalTimeIncident Privileges

CancelContract Privileges

CancelSalesOrder Privileges

CheckIncomingEmail Privileges

CheckPromoteEmail Privileges

CloneContract Privileges

CloseIncident Privileges

CloseQuote Privileges

CompoundCreate Privileges

CompoundUpdate Privileges

CompoundUpdateDuplicateDetectionRule

ConvertKitToProduct Privileges

ConvertProductToKit Privileges

ConvertQuoteToSalesOrder Privileges

ConvertSalesOrderToInvoice Privileges

CopyCampaign Privileges

CopyMembersList Privileges

Create Privileges

CreateActivitiesList Privileges

CreateWorkflowFromTemplate Privileges

Delete Privileges

DeliverIncomingEmail Privileges

DeliverPromoteEmail Privileges

DetachFromQueueEmail Privileges

DisassociateEntities Privileges

DistributeCampaignActivity Privileges

DownloadReportDefinition Privileges

ExecuteByIdSavedQuery Privileges

ExecuteByIdUserQuery Privileges

ExecuteCampaignActivity Privileges

ExecuteFetch Privileges

ExecuteWorkflow Privileges

ExpandCalendar Privileges

ExportAllXML Privileges

ExportCompressedAllXml Privileges

ExportCompressedTranslationsXml Privileges

ExportCompressedXml Privileges

ExportTranslationsXml Privileges

ExportXML Privileges

FetchXmlToQueryExpression Privileges

FindParentResourceGroup Privileges

FulfillSalesOrder Privileges

GenerateInvoiceFromOpportunity Privileges

GenerateQuoteFromOpportunity Privileges

GenerateSalesOrderFromOpportunity Privileges

GetAllTimeZonesWithDisplayName Privileges

GetDecryptionKey Privileges

GetDistinctValuesImportFile Privileges

GetHeaderColumnsImportFile Privileges

GetInvoiceProductsFromOpportunity Privileges

GetQuantityDecimal Privileges

GetQuoteProductsFromOpportunity Privileges

GetReportHistoryLimit Privileges

GetSalesOrderProductsFromOpportunity Privileges

GetTimeZoneCodeByLocalizedName Privileges

GetTrackingTokenEmail Privileges

GrantAccess Privileges

Handle Privileges

ImportAllXML Privileges

ImportCompressedAllXml Privileges

ImportCompressedTranslationsXmlWithProgress Privileges

ImportCompressedXmlWithProgress Privileges

ImportRecordsImport Privileges

ImportTranslationsXmlWithProgress Privileges

ImportXML Privileges

ImportXmlWithProgress Privileges

InitializeFrom Privileges

InstantiateTemplate Privileges

IsBackOfficeInstalled Privileges

IsValidStateTransition Privileges

LocalTimeFromUtcTime Privileges

LockInvoicePricing Privileges

LockSalesOrderPricing Privileges

LoseOpportunity Privileges

MakeAvailableToOrganizationReport Privileges

MakeAvailableToOrganizationTemplate Privileges

MakeUnavailableToOrganizationReport Privileges

MakeUnavailableToOrganizationTemplate Privileges

Merge Privileges

ModifyAccess Privileges

ParseImport Privileges

ProcessInboundEmail Privileges

PublishAllXML Privileges

PublishDuplicateRule Privileges

PublishXML Privileges

QualifyMemberList Privileges

QueryExpressionToFetchXml Privileges

QueryMultipleSchedules Privileges

QuerySchedule Privileges

ReassignObjectsSystemUser Privileges

RegisterSolution Privileges

RemoveItemCampaign Privileges

RemoveItemCampaignActivity Privileges

RemoveMemberList Privileges

RemoveMembersTeam Privileges

RemoveParent Privileges

RemovePrivilegeRole Privileges

RemoveProductFromKit Privileges

RemoveRelated Privileges

RemoveSubstituteProduct Privileges

RemoveUserRolesRole Privileges

RenewContract Privileges

ReplacePrivilegesRole Privileges

Reschedule Privileges

ResetDataFilters Privileges

Retrieve Privileges

RetrieveAllChildUsersSystemUser Privileges

RetrieveAvailableLanguages Privileges

RetrieveBusinessHierarchyBusinessUnit Privileges

RetrieveByGroupResource Privileges

RetrieveByResourceResourceGroup Privileges

RetrieveByResourcesService Privileges

RetrieveByTopIncidentProductKbArticle Privileges

RetrieveByTopIncidentSubjectKbArticle Privileges

RetrieveDeploymentLicenseType Privileges

RetrieveDeprovisionedLanguages Privileges

RetrieveDuplicates Privileges

RetrieveExchangeRate Privileges

RetrieveInstalledLanguagePacks Privileges

RetrieveLicenseInfo Privileges

RetrieveLocLabels Privileges

RetrieveMembersBulkOperation Privileges

RetrieveMembersTeam Privileges

RetrieveMultiple Privileges

RetrieveOrganizationResources Privileges

RetrieveParentGroupsResourceGroup Privileges

RetrieveParsedDataImportFile Privileges

RetrievePrincipalAccess Privileges

RetrievePrivilegeSet Privileges

RetrieveProvisionedLanguages Privileges

RetrieveRolePrivilegesRole Privileges

RetrieveSharedPrincipalsAndAccess Privileges

RetrieveSubGroupsResourceGroup Privileges

RetrieveSubsidiaryTeamsBusinessUnit Privileges

RetrieveSubsidiaryUsersBusinessUnit Privileges

RetrieveTeamsSystemUser Privileges

RetrieveUserPrivileges Privileges

RetrieveUserSettingsSystemUser Privileges

RetrieveVersion Privileges

ReviseQuote Privileges

RevokeAccess Privileges

Rollup Privileges

Route Privileges

Search Privileges

SearchByBodyKbArticle Privileges

SearchByKeywordsKbArticle Privileges

SearchByTitleKbArticle Privileges

SendBulkMail Privileges

SendEmail Privileges

SendEmailFromTemplate Privileges

SendFax Privileges

SendTemplate Privileges

SetBusinessEquipment Privileges

SetBusinessSystemUser Privileges

SetLocLabels Privileges

SetParentBusinessUnit Privileges

SetParentSystemUser Privileges

SetParentTeam Privileges

SetRelated Privileges

SetReportRelated Privileges

SetState Privileges

TransformImport Privileges

UnlockInvoicePricing Privileges

UnlockSalesOrderPricing Privileges

UnpublishDuplicateRule Privileges

UnregisterSolution Privileges

Update Privileges

UpdateUserSettingsSystemUser Privileges

UtcTimeFromLocalTime Privileges

Validate Privileges

ValidateSavedQuery Privileges

WhoAmI Privileges

WinOpportunity Privileges

WinQuote Privileges

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GetQuantityDecimal Privileges

[Applies to: Microsoft Dynamics CRM 4.0]

The following table lists the maximum set of privileges needed for the GetQuantityDecimal message. The exact set of privileges needed depends on the entity types specified in the request.

Entity	Target	Privileges
invoice	TargetQuantifyInvoice	prvReadInvoice prvReadProduct
opportunity	TargetQuantifyOpportunity	prvReadOpportunity prvReadProduct
quote	TargetQuantifyQuote	prvReadQuote prvReadProduct
salesorder	TargetQuantifySalesOrder	prvReadOrder prvReadProduct

See Also

Reference

Privileges by Message

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