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Permissions to login to Dynamics CRM environment

  • 1.  Permissions to login to Dynamics CRM environment

    TOP CONTRIBUTOR
    Posted Mar 27, 2020 01:07 PM
    ​Hello,

    We are working on a new security role to access a new custom entity form, which has read, write, and append permissions at the business unit level but a user cannot login to Dynamics CRM at all unless they are also given another security role such as the salesperson security role. We need to know specifically, what permissions are needed to access and login to a Dynamics 365 CRM sales and service environment at the minimal level.

    Any feedback provided is appreciated.

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    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Permissions to login to Dynamics CRM environment

    SILVER CONTRIBUTOR
    Posted Mar 30, 2020 09:25 AM
    Hi Anthony,

    This article is a few years old but it should at least help put you in the right direction if it isn't still relevant. Minimum Privileges 2016

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    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Permissions to login to Dynamics CRM environment

    TOP CONTRIBUTOR
    Posted Mar 30, 2020 05:33 PM
    ​Hello Scott,

    That document helped a lot and we are on track. Thank you very much for your feedback and assistance.

    ------------------------------
    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


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