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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Sales Ent...
Customer experience | Sales, Customer Insights,...
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Dynamics 365 Sales Enterprise Security Roles Documentation

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Posted on by SG-25031541-0 23

Context: I am setting up a Dynamics 365 Sales Enterprise environment, and while assigning security roles, I noticed there are many roles available and I’m not sure what each one does.

Is there any Microsoft documentation that explains the purpose and permissions of each security role?

Categories:
Dynamics 365 Sales
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  • Suggested answer
    11manish Profile Picture
    11manish 710 on at
    There is no single Microsoft document that explains every security role individually.
    Instead:
    • Microsoft documents the security model and concepts
    • You must inspect each role inside Dynamics to understand its permissions
    • Roles are solution-driven and cumulative, not fixed job templates
     
    Role Purpose
    System Administrator Full access (everything)
    App Opener Minimal role just to open apps
    Salesperson / AISalesperson Sales-related functionality
    Knowledge Manager Knowledge base management
    Schedule Manager Resource scheduling
    Sequence Manager Sales sequences
    Desktop Flow Machine Config RPA-related
    Customer Service App access App-specific access
     
    Important:
    • These roles are solution-specific, not all meant for one user
    Reference :
     
     
  • Suggested answer
    ManoVerse Profile Picture
    ManoVerse 1,152 Super User 2026 Season 1 on at
    System security roles are solution specific and give an idea generally that what you should have as per security role name which generally specific based on its name, there is no specific security role documentation for these , MS generally document that how security roles works.
    When you are creating your documentation , below tool will help you to get the role privileges and extract those in excel. 
  • SG-25031541-0 Profile Picture
    SG-25031541-0 23 on at 
    Where can I get that tool?


     
     
     
     
     
     
  • 11manish Profile Picture
    11manish 710 on at
    this is community tool and you can find below :
     

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