Microsoft Dynamics CRM includes a set of predefined security roles ensuring secure and efficient data access. If you have recently upgraded to Microsoft CRM 2016, you may need to update your security roles to accommodate for a raft of the new features you want access to. Here we show you how to accomplish this with an example of a standard role set.

New Privileges on the Dynamics CRM Security Role 2016

Core Records

  • Data Performance Dashboard
  • Language
  • Mobile Offline Profile
  • User Mapping
  • Run SharePoint Integration Wizard

Service

  • Knowledge Article
  • Knowledge Article Templates
  • Approve Knowledge Articles
  • Publish Knowledge Articles

Business Management

  •  Channel Property Group
  • Document Template
  • Mailbox Auto Tracking Folder
  • Personal Document Template
  • Document Generation
  • Use CRM App for Outlook

Service Management

  • Knowledge Base Record
  • Control Decrement Terms

Customization

  • Custom Control
  • Custom Control Default Config
  • Custom Control Resource
  • Entity Key
  • Plug-in Trace Log
  • Theme

The ‘System Administrator Role’ will update to have all of these permissions.

Permission based on a standard role to be set as:

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