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

Identify Users with No Valid CRM Security Role

Hi,

The tedious work we do when a Dynamics CRM Implementation goes live is getting the users on board with CRM. For this, CRM Admins must ensure that all users must have a security role to log in without any issue.  When we have hundreds of users and there is a possibility that some users may get missed.

To identify the users with no security roles, CRM has a view i.e Users with no asassigned security role. This view gives the users who have a valid license but do not any security role.

Hope this helps.

Happy CRM’ing

Gopinath