Friday, August 24, 2012

Security Permissions when Setting Up CRM 2011 Outlook Client

Ever got this error when you are trying to set up CRM in your Outlook?
image

Then make sure your Security Role has READ on the following:

Tab – Core Records

Web Wizard Access Privilege
Web Wizard
Wizard Page

Tab - Business Management

User Settings
User
Organization
Team
Security Role

Tab - customizations

Sdk Message
View
System Form
Customizations
Solution
Publisher
Sdk Message Processing Step
Sdk Message Processing Step Image
Plug-in Assembly
Web Resource
Web Resource – create privileges

4 comments:

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