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

Recommended baseline user security role(s)

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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

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    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    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

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