Permissions required for Dynamics 365 for Outlook tasks

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 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 Dynamics 365 to Outlook Security roles: Any

Privileges: Sync to Outlook
Yes
Save and link Outlook tasks and appointments in Dynamics 365 Security roles: Any

Privileges: For the record type: Write, Append To
Yes
Save and link Outlook contacts in Dynamics 365 Security roles: Any

Privileges: Contact record type: Write, Append To
Yes
Remove tracking in Dynamics 365 from a record Security roles: Any

Privileges: Contact record type: Write, Append To

For the record type: Write, Append To
Yes