Dynamics 365 Sales Enterprise Security Roles Documentation

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Posted on by SG-25031541-0

Context: I am setting up a Dynamics 365 Sales Enterprise environment, and while assigning security roles, I noticed there are many roles available and I’m not sure what each one does.

Is there any Microsoft documentation that explains the purpose and permissions of each security role?

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Dynamics 365 Sales

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11manish

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There is no single Microsoft document that explains every security role individually.
Instead:

Microsoft documents the security model and concepts
You must inspect each role inside Dynamics to understand its permissions
Roles are solution-driven and cumulative, not fixed job templates

Role	Purpose
System Administrator	Full access (everything)
App Opener	Minimal role just to open apps
Salesperson / AISalesperson	Sales-related functionality
Knowledge Manager	Knowledge base management
Schedule Manager	Resource scheduling
Sequence Manager	Sales sequences
Desktop Flow Machine Config	RPA-related
Customer Service App access	App-specific access