Appendix A: Security Roles and Privileges

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

This topic shows the default security privileges for each predefined security role in Microsoft Dynamics CRM licenses.

The following table lists the predefined set of roles that are included in the Microsoft Dynamics CRM SDK.

Role Description
CEO-Business Manager A user who manages the organization at the corporate business level.
CSR Manager A user who manages customer service activities at the local or team level.
Customer Service Representative (CSR) A customer service representative (CSR) at any level.
Marketing Manager A user who manages marketing activities at the local or team level.
Marketing Professional A user engaged in marketing activities at any level.
Sales Manager A user who manages sales activities at the local or team level.
Salesperson A salesperson at any level.
Schedule Manager A user who schedules appointments for services.
Scheduler A user who manages services, required resources, and working hours.
Support User A user who is a Microsoft customer support engineer.
System Administrator A user who defines and implements the process at any level.
System Customizer A user who customizes Microsoft Dynamics CRM entities, attributes, relationships, and forms.
Vice President of Marketing A user who manages marketing activities at the business unit level.
Vice President of Sales A user who manages the sales organization at the business unit level.

In This Section

Default Privileges Required

Describes the hidden privileges required by the system relating to the knowledge base article locate at //support.microsoft.com/kb/957976.

Privileges by Entity

Lists the privileges available for each entity in the system.

Privileges by Message

Lists the privileges required to use each message in the system.

Related Sections

Access Rights

Describes access rights for entity instances.

Privilege and Role Entities

Describes the entities for roles and privileges.

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