Permissions required for document management tasks

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

The following table shows the default security roles or other permissions that are needed to perform each document management with Microsoft SharePoint task.

System_CAPS_importantImportant

If you’re using Microsoft Dynamics 365 for Outlook, you can’t do any of these tasks while you’re offline.

Tasks related to document management

Minimum security role or other permission required

Enable or disable document management

Security roles: System Administrator or System Customizer

Privileges: Read, Write on all record types that are customizable.

SharePoint site permissions: Create, Read, Write, Append, Append To

Create or edit site records

Security roles: System Administrator or System Customizer

SharePoint site permissions: Site Create, Read, Write, Append, Append To

Create or edit document location records

Security roles: Salesperson

SharePoint site permissions: Read, Append To

SharePoint Document Location permissions: Create, Read, Write, Append, Append To

Install Microsoft Dynamics CRM List Component

Security roles: No Microsoft Dynamics 365 security role needed.

SharePoint site permissions: Site collection administrator

Run the Enable Server-based SharePoint Integration Wizard

Security roles: System Administrator

Privileges: All other security roles will require the Run SharePoint Integration Wizard permission to run the Enable Server-based SharePoint Integration Wizard in Microsoft Dynamics 365.

Make a site your default site

Security roles: System Administrator or System Customizer

SharePoint site permissions: Read, Write

Validate sites

Security roles: System Administrator or System Customizer

SharePoint site permissions: Read, Write

Add or edit a document location from a record

Security roles: Any

SharePoint site permissions: Read, Append To

SharePoint Document Location permissions: Create, Read, Write, Append, Append To

Fix a broken location

Security roles: Any

SharePoint Document Location permissions: Read, Write

Manage documents

Security roles: Any

SharePoint Document Location permissions: Read, Write

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