Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

To access CRM application using either Browser or Outlook and perform common tasks all users must be assigned at least one security role with below minimum privileges.

Below is the matrix

Entity Name	Privilege(s)	Access Level	Security role “Tab” Name
User Entity UI Settings	Create, Read, Write	User	Core Records
User Settings	Read	User	Business Management
Customizations	Read	Organization	Customization
System Form	Read	Organization	Customization
View	Read	Organization	Customization
Web Resource	Read	Organization	Customization

Below are minimum privileges you need to define for some common tasks

Access CRM using Browser:

• To render the Home page: prvReadWebResource, prvReadCustomization
• To render an Entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
• To view single Entitie in detail: Read privilege on the entity, prvReadSystemForm,  prvCreateUserEntityUISettings, prvReadUserEntityUISettings

Access CRM using Outlook:

• To render navigation for CRM and all CRM buttons: prvReadEntity, prvReadQuery
• To render an Entity grid: Read privilege on the entity, prvReadCustomization, prvReadWebResource, prvReadUserQuery
• To render Entities: Read privilege on the entity, prvReadSystemForm, prvCreateUserEntityUISettings, prvReadUserEntityUISettings, prvWriteUserEntityUISettings

We can get more information in the Helper page from “Security Role” form (Refer Navigation below)

🙂