Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Recommended baseline u...
Microsoft Dynamics CRM (Archived)

Recommended baseline user security role(s)

(0) ShareShare
ReportReport
Posted on by ara 35

We are trying to quickly provision 3 power users with sufficient rights on a new instance of CRM Online.  We will gain a better understanding of their specific needs over time but for now I wanted to give them baseline rights. Can anyone advise on the most common security roles to assign to new power users?

Thanks,

Ara

*This post is locked for comments

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Recommended baseline user security role(s)

    Hi,

    I think it is dependent on how you define power user, so dependent on your requirement, if you want to give them customization flexibility then you can give customizer  or other wise you can start with Sales manager role.

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,041 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,856 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans