Privileges by entity
Applies To: CRM 2016 on-prem, CRM Online
Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online ship with a set of predefined roles that reflect common user roles with access levels defined to match the security best-practice goal of providing access to the minimum amount of business data required for the job. You can also create custom roles. Each role is associated with a set of privileges that determines the user's access to information within the company. These privileges determine what actions a user with that security role can perform on entities. For more information, see How role-based security can be used to control access to entities in Microsoft Dynamics CRM and How record-based security can be used to control access to records in Microsoft Dynamics CRM.
The following table lists the types of privileges that are referred to from the following entity/privilege reference.
Create a record.
View a record.
Make changes to a record.
Delete a record.
Associate a record to another record.
Associate entity record to this record.
Transfer record ownership to another user.
Give access to a record to another user while keeping your own access.
Assign a different parent to entity record.
These topics list the privileges available for each entity.
The following fetch query will return all privileges in the system, for each role.
<fetch version='1.0' mapping='logical' distinct='false'> <entity name='roleprivileges'> <attribute name='privilegeid'/> <attribute name='privilegedepthmask'/> <link-entity name='role' alias='roles' to='roleid' from='roleid' link-type='inner'> <attribute name='name'/> </link-entity> <link-entity name='privilege' alias='privileges' to='privilegeid' from='privilegeid' link-type='inner'> <attribute name='name'/> <attribute name='accessright'/> <attribute name='canbebasic'/> <attribute name='canbedeep'/> <attribute name='canbeglobal'/> <attribute name='canbelocal'/> </link-entity> </entity> </fetch>
Microsoft Dynamics CRM 2016 and CRM Online
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