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Microsoft Dynamics CRM (Archived)

Dynamics CRM Roles Explanation

Posted on by 390

Hi,

Where can we find the detailed explanation for all out of box entities, privileges, what is the use of those permissions, etc. I am looking for explanation for each and every settings in the security role except custom entities. Please let me know where I can get this information.

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics CRM Roles Explanation

    Hi Jayakumar,

    I don't think you will find the detailed information of each out of box entities anywhere as not all entities are public and many are used internally by CRM. The best you can get it from the SDK. Download the SDK, there is n excel file called "EntityMetadata". This file contains the details of all the entities along with the description.

    Hope this helps.

  • Jayakumar Profile Picture
    Jayakumar 390 on at
    RE: Dynamics CRM Roles Explanation

    Thanks for all the responses.

    But still I have not got the correct answer. I need description for each and every permissions. Example what is the use of "Web Wizard"? What is the usage for "Application File" privilege. Like this i need for each and every type of configurations in the roles.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics CRM Roles Explanation

    Hi Jayakumar,

    Here is the official document from Microsoft listing all the out of box permissions on the out of box entities available in a security role.

    msdn.microsoft.com/.../hh547441.aspx

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Dynamics CRM Roles Explanation

    Hi Jayakumar ,

    I would suggest to watch below video and then go through the articles above shared by Kishor.

    www.youtube.com/watch

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM Roles Explanation

    Hi Jayakumar,

    Apart from the references, we also have a Excel file in SDK folder named "Entity Metadata" that provides information on the OOB metadata & privileges.

    -Aamer

  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Dynamics CRM Roles Explanation

    Hi Jayakumar,

    You can find this information on the Entity Reference section of the Dynamics 365 Developer Documentation.

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