Monday, August 29, 2016

Minimum Privileges required to access MS CRM

When signing in to Microsoft Dynamics CRM:

1. To render the home page, assign the following privileges on the Customization tab: Read Web
Resource, Read Customizations.

2. To render an entity grid (that is, to view lists of records and other data): Read privilege on the entity, Read User Settings on the Business Management tab, and Read View on the Customization tab.

3. To view single entities in detail: Read privilege on the entity, Read System Form on the Customization tab, Create and Read User Entity UI Settings on the Core Records tab. 

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