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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Security Roles list fo...
Microsoft Dynamics 365 | Integration, Dataverse...
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Security Roles list for 9.x Customer Engagement On-prem: Where is it?

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Posted on by Allie_B 81 User Group Leader

Where can I get the list of predefined security roles for 9.0 or 9.1 Customer Engagement on-prem?

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  • edmunch Profile Picture
    edmunch Microsoft Employee on at

    If you have a Dynamics 365 v9.x on premise environment, you should be able to see this list by going to the Org > Settings > Security > Security Roles.

    In an out of the box v9.x On Premise environment you should see the following 41 Security Roles:

    Activity Feeds

    AIB Roles

    Basic User

    Bot Author

    Bot Contributor

    Bot Transcript Viewer

    CCI Admin

    CEO-Business Manager

    CSR Manager

    Customer service app access

    Customer Service Representative

    DataLakeWorkspaceAppAccess

    Delegate

    Dynamics 365 App for Outlook User

    EAC App Access

    EAC Reader App Access

    Environment Maker

    Export Customizations (Solution Checker)

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    Playbook Use

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    Sales system access

    Sales system access extension

    Sales Team Member

    SalesInsights AutoCapture Admin

    Salesperson

    Schedule Manager

    Scheduler

    System Administrator

    System Customizer

    Tour Author

    Tour Consumer

    Vice President of Marketing

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