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    Minimum Permissions – Configure the Microsoft Dynamics CRM 2011 Outlook client

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    21 Jun 2013 12:02 PM

    Recently, we have started seeing customers using custom security roles more and more.  For anyone that has tried building a role from scratch, they quickly find that they run into a lot of permission issues because the permissions needed for a certain task is not documented very well.  In fact, the only real way of troubleshooting permission related issues is to have access to the Microsoft Dynamics CRM server and capture a server side platform trace.  This is great for our OnPremise customers but that’s not possible for our Online customers. 

     

    Our intention is to post the minimum required permissions to accomplish common tasks within Microsoft Dynamics CRM 2011.  As of now, the one topic that we have seen come up within quite a few cases is a request for the minimum required permissions to configure the Microsoft Dynamics CRM 2011 Outlook client.  This post will cover those requirements.  Know, this article simply allows a user to configure the CRM Outlook addin and that user will have VERY LIMITED options within the CRM toolbar.  If you need additional information about what permission you need to synchronize the CRM Outlook addin to Outlook, then I recommend reviewing the following article that discusses what the various permissions are responsible for:

    http://msdn.microsoft.com/en-us/library/hh547441.aspx

     

    So what are the minimum permissions required in order to get the Outlook client configured and have the toolbar show up within Outlook.  The way I’m going to approach this is to go through each tab of the Security Role and list the minimum required permissions:

     

    Core Records

     

    There are two “entities” that are required within the Core Records tab. Both of these entities require User level for the Read permissions.  These are:
    Saved View
    User Entity UI Settings

     

    Business Management

     

    There are five “entities” required within the Business Management tab.  These require an array of permissions for Read access:

    Organization: Organization level
    Team: Business Unit level
    User: Business Unit level
    User Settings: User level

    Under Miscellaneous Privileges:

    CRM Address Book: Organization

     

    These should be all of the required permissions to simply configure the Microsoft Dynamics CRM for Microsoft Office Outlook client. If you have any questions, let me know.

    Tags: Add-in Client crm CRM 2011 Dynamics Dynamics CRM outlook Permissions Restricted support

    Comments

    Adam Vero picture
    Adam Vero

    Thank you , this kind of clarity is a great time saver for people!

    over 4 years ago
    Scott Durow picture
    Scott Durow

    Great information thanks - are there any other posts like this in the series?

    over 4 years ago
    Antony Maarek picture
    Antony Maarek

    Hello,

    thanks for this tutorial. I did follow your recommandation, but I still have problems to configure the CRM toolbar for my users.

    As I said I put the rights you mentioned but I still have the error message "There is a problem communicating with the Microsoft Dynamics CRM server. The server might be unavailable ..."

    But if I give the administrator rights the the users concerned the configuration is OK.

    Could you help me to find the missing right to give ?

    Thanks in advance,

    Regards

    over 4 years ago
    PhilKermeen picture
    PhilKermeen

    I found this link to have a lot more detail in it.... weblogs.asp.net/.../error-the-signed-in-user-does-not-have-the-appropriate-security-permissions-to-view-these-records-or-perform-the-specific-action-while-setting-up-dynamics-crm-outlook-client.aspx

    over 4 years ago
    Ryan Dorn picture
    Ryan Dorn

    Huge help! Thanks!

    over 4 years ago

    Meet the Author

    Aaron Richards picture
    Aaron Richards

    About Microsoft Dynamics CRM Support Blog

    Welcome! The Dynamics CRM Support blog was created to provide insights, knowledge, and techniques that support engineers around the globe utilize each day.

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