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
Data Performance Dashboard
Mobile Offline Profile
Run SharePoint Integration Wizard
Knowledge Article Templates
Approve Knowledge Articles
Publish Knowledge Articles
Channel Property Group
Mailbox Auto Tracking Folder
Personal Document Template
Use CRM App for Outlook
Knowledge Base Record
Control Decrement Terms
Custom Control Default Config
Custom Control Resource
Plug-in Trace Log
The ‘System Administrator Role’ will update to have all of these permissions.
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