CRM Outlook App Security Role

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Posted on by craigieop

Hi guys,

I am trying to use the CRM Outlook app on an on-premise version of CRM, 9.0 as 9.1 (Containing the security role "Dynamics 365 app for Outlook" has not been released for on-premise customers)

What security role features need to be enabled so that my standard sales user can access the app?

Ideally please post pictures of the security role in the online version of CRM so I know what I am missing.

Thanks!

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Johnny Gong 6,482 Moderator on at

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RE: CRM Outlook App Security Role

Hi craigieop,

Attached screenshot zip file for your reference.Thanks.

App-for-outlook-Role.zip

Regards

Johnny
craigieop 45 on at

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RE: CRM Outlook App Security Role

Thanks for that! I have those security fields applied on my role, I think my issue might be related to another tab.

Is there a way I can contact you to get screenshots of the other tabs?

Thanks!
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Johnny Gong 6,482 Moderator on at

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RE: CRM Outlook App Security Role

Hi Craig,

Get it. I think the following 'Privacy Related Privileges' of 'Sync to Outlook'& 'User Dynamics 365 App for Outlook' which must be enabled like following.

If you need others module tab for entity security level pls contact me as there're so many screenshots. Thanks.

Regards

Johnny
craigieop 45 on at

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RE: CRM Outlook App Security Role

Hi Johnny,

Thanks for that, I do not have access to this security role.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook

Which is why I need screenshots of the security role so I can apply to my standard user in my on-prem version
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Johnny Gong 6,482 Moderator on at

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RE: CRM Outlook App Security Role

Hi craigieop,

Dynamics 365 App for Outlook is an App Module in version 9. The minimum set of privileges required to run App for Outlook are packaged as a security role called Dynamics 365 App for Outlook User which is bound to the App. You need to add users to this role in order for them to access Dynamics 365 App for Outlook. In order to achieve this, follow the steps below:

From the main menu navigate to Settings > Security > Users.

Select the users from the list and then click Manage Roles.

In the dialog that appears, apply the Dynamics 365 App for Outlook User security role to the users.

This will ensure that the users have the basic privileges needed to access App for Outlook. Other security privileges on top of the basic privileges, related to the user's role, will light up more features. For example, if a user has create privilege on Lead entity, in addition to Dynamics 365 App for Outlook User security role, they would see an email resolve to a Lead entity where applicable.

(Note: The security role Dynamics 365 App for Outlook User is available from Build 9.1.0.4206. If a user doesn’t have this security role or its underlying privileges, they’ll receive the following error: “You haven't been authorized to use this app. Check with your system administrator to update your settings.”)

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook#provide-security-role-access

Regards

Johnny