Minimum Privileges required to Login Microsoft Dynamics 365/CRM

Hi,

We are working with the Security roles recently. Normally we copy the existing security roles and create a new ones and add the required privileges for the same.

There might a scenario where we have a create a new security role with bare minimum privileges which user can login with them.

Here are those basic privileges that grants user to access Dynamics 365/CRM.

Business Management Tab
Organization
Read Organization Level
User
Read Business Unit Level
Currency
Read Organizational Level
Append Organizational Level
AppendTo Organizational Level
Core Records
Post
Create Organization Level
Read Organization Level
Append Organizational Level
Append To Organizational Level
User Entity UI Settings
Create User Level
Read User Level


Now navigate to Customization Tab and grant the privileges as per the below screen shot.


Hope this helps.



Happy CRM’ing

Gopinath

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