The following table lists privileges required to use Dynamics 365 App for Outlook and the tab in a security role where the privilege can be found. A user with the System Administrator role can locate and modify a security role by navigating to Settings, Security, Security Roles. To view which role(s) are assigned to a specific user, navigate to Settings, click Security, click Users, select the specific User record, and then click Manage Roles.
Privilege name |
Entity |
Location (tab) within security role |
prvReadEmailServerProfile |
EmailServerProfile |
Business Management |
prvReadRole |
Security Role |
Business Management |
prvReadUser |
User |
Business Management |
prvWriteMailbox |
Mailbox |
Business Management |
prvReadMailbox |
Mailbox |
Business Management |
prvReadOrganization |
Organization |
Business Management |
prvSyncToOutlook (exchangesyncidmapping |
Sync to Outlook |
Business Management --> Privacy-related privileges |
prvUseOfficeApps |
Use Dynamics 365 App for Outlook |
Business Management --> Privacy-related privileges |
prvAppendToAccount |
Account |
Core Records |
prvReadAccount |
Account |
Core Records |
prvDeleteActivity |
Activity |
Core Records |
prvAppendActivity |
Activity |
Core Records |
prvWriteActivity |
Activity |
Core Records |
prvCreateActivity |
Activity |
Core Records |
prvReadActivity |
Activity |
Core Records |
prvAppendToActivity |
Activity |
Core Records |
prvShareActivity |
Activity |
Core Records |
prvAppendToContact |
Contact |
Core Records |
prvReadContact |
Contact |
Core Records |
prvCreateContact |
Contact |
Core Records |
prvReadUserQuery |
Saved View |
Core Records |
prvReadAppModule |
Model-driven App |
Customization |
prvReadAttribute |
Field |
Customization |
prvReadEntity |
Entity |
Customization |
prvReadRelationship |
Relationship |
Customization |
prvReadSystemApplicationMetadata |
System Application Metadata |
Customization |
prvReadSystemForm |
System Form |
Customization |
prvReadUserApplicationMetadata |
User Application Metadata |
Customization |
prvReadQuery |
View |
Customization |
prvReadWebResource |
Web Resource |
Customization |
prvSearchAvailability |
Search Availability |
Service Management --> Miscellaneous Privileges |
The following table lists additional privileges which are required to view some of the default views used inside the Dynamics 365 App for Outlook forms. Without these privileges, a user may see the following error instead of the expected view (subgrid) of records:
"You do not have permission to access these records. Contact your Microsoft Dynamics 365 administrator for help."
Privilege name |
Entity |
Location (tab) within security role |
prvReadIncident |
Case |
Service |
prvReadOpportunity |
Opportunity |
Core Records |
prvReadCompetitor |
Competitor |
Sales |
prvReadConnection |
Connection |
Core Records |