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Microsoft Dynamics CRM (Archived)

Want/need to give more access to users...

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Posted on by 2

We are going with an approach to allow some of our more power user in CRM to do more things.  I am wondering what the proper way is to grant them the appropriate rights needed to do the following things:

  • Create/Modify Reports

  • Create/Modify System Views

  • Create/Modify System Dashboards

  • Create/Modify System Charts

  • Renaming of clients in SharePoint document repository.

  • Dependency View of fields for recommended changes

  • Potential deletion of records

  • Create new fields on existing forms

  • Create/modify workflows

  • Create/modify business rules (on entities where advanced scripting is not present)

  • Modify form layout

  • Modify option set values (does not include deletion of values)

  • Determine use of business process module and permissions to create/modify

Wasn't sure if I should just a new security role, and wasn't sure what rights to grant that would allow them to complete the above.


Thank you in advance for your help.

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  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Want/need to give more access to users...

    You could copy the System Customizer role, and remove the permissions that you do not want to the power users to have.

    And also have a read about the difference between Customizer and Sys.Admin

    https://community.dynamics.com/crm/b/crmbacklog/archive/2015/02/11/system-administrator-vs-system-customizer

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