Permissions required for document management tasks

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

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

Important

If you’re using 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
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.
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

See also

Manage Your Documents
Validate and fix SharePoint site URLs