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Appendix A: Security Roles and Privileges

CRM 3.0

This topic shows the default security privileges for each predefined security role in Microsoft® Business Solutions CRM licenses.

The following table lists the predefined set of roles that are included in the Microsoft CRM SDK.

Role Description
CEO-Business Manager A user who manages the organization at the corporate business level.
Vice President of Sales A user who manages the business unit at the child business unit level.
Sales Manager A user who manages sales activities at the business unit or team level.
Salesperson A salesperson at any level.
Customer Service Representative (CSR) A customer service representative (CSR) at any level.
CSR Manager A user who manages customer service activities at the business unit or team level.
Marketing Professional A user engaged in marketing activities at any level.
System Administrator A user who defines and implements the process at any level. This role has the full set of privileges.

For more details about these predefined roles, see the Microsoft CRM Implementation Guide.

The following section describes the details of privileges for each object in the system. See Privileges by Object.


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