Permissions required for Dynamics 365 for Outlook 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 required to perform Dynamics 365 for Outlook tasks, and whether the task can be performed while using Dynamics 365 for Outlook offline.

Dynamics 365 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 365 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 365 to Outlook

Security roles: Any

Privileges: Sync to Outlook

Yes

Save and link Outlook tasks and appointments in Microsoft Dynamics 365

Security roles: Any

Privileges: For the record type: Write, Append To

Yes

Save and link Outlook contacts in Microsoft Dynamics 365

Security roles: Any

Privileges: Contact record type: Write, Append To

Yes

Remove tracking in Microsoft Dynamics 365 from a record

Security roles: Any

Privileges: Contact record type: Write, Append To

For the record type: Write, Append To

Yes

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