Permissions required for Dynamics 365 for Outlook tasks
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 |
See Also
Set up Dynamics 365 for Outlook
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