SetRelated Privileges
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[Applies to: Microsoft Dynamics CRM 4.0]
Find the latest SDK documentation: CRM 2015 SDK
The following table lists the maximum set of privileges needed for the SetRelated message. The exact set of privileges needed depends on the entity types specified in the request.
| Entity | Target | Privileges |
| invoice | TargetRelatedInvoiceToContact | prvAppendInvoice
prvAppendToContact |
| lead | TargetRelatedLeadToAccount | prvAppendLead
prvAppendToAccount |
| lead | TargetRelatedLeadToContact | prvAppendLead
prvAppendToContact |
| opportunity | TargetRelatedOpportunityToAccount | prvAppendCustomerOpportunityRole
prvAppendOpportunity prvAppendToAccount prvAppendToCompetitor prvAppendToContact prvAppendToOpportunity prvCreateCustomerOpportunityRole prvReadCustomerOpportunityRole |
| opportunity | TargetRelatedOpportunityToCompetitor | prvAppendCustomerOpportunityRole
prvAppendOpportunity prvAppendToAccount prvAppendToCompetitor prvAppendToContact prvAppendToOpportunity prvCreateCustomerOpportunityRole prvReadCustomerOpportunityRole |
| opportunity | TargetRelatedOpportunityToContact | prvAppendCustomerOpportunityRole
prvAppendOpportunity prvAppendToAccount prvAppendToCompetitor prvAppendToContact prvAppendToOpportunity prvCreateCustomerOpportunityRole prvReadCustomerOpportunityRole |
| product | TargetRelatedProductToCompetitor | prvAppendProduct
prvAppendToCompetitor prvAppendToLead |
| product | TargetRelatedProductToLead | prvAppendProduct
prvAppendToLead |
| quote | TargetRelatedQuoteToContact | prvAppendQuote
prvAppendToContact |
| salesliterature | TargetRelatedSalesLiteratureToCompetitor | prvAppendSalesLiterature
prvAppendToCompetitor prvAppendToProduct |
| salesliterature | TargetRelatedSalesLiteratureToProduct | prvAppendSalesLiterature
prvAppendToCompetitor prvAppendToProduct |
| salesorder | TargetRelatedSalesOrderToContact | prvAppendOrder
prvAppendToContact |
See Also
Reference