Permissions required for Dynamics 365 for Outlook tasks
The following table shows the default security roles required to perform Dynamics 365 for Outlook tasks, and whether the task can be performed while using Dynamics 365 for Outlook offline.
| Dynamics 365 for Outlook Tasks | Default Security Roles and Required Privileges | Can Task Be Done Offline? |
|---|---|---|
| Go Offline | Security roles: Any Privileges: Go Offline Read Saved View |
Yes |
| Set synchronization options Dynamics 365 for Customer Engagement to Outlook | Security roles: Any Privileges: Sync to Outlook Read Saved View |
Yes |
| Set local data synchronization options | Security roles: Any Privileges: Go Offline |
Yes |
| Synchronize Dynamics 365 for Customer Engagement to Outlook | Security roles: Any Privileges: Sync to Outlook |
Yes |
| Save and link Outlook tasks and appointments in Dynamics 365 for Customer Engagement | Security roles: Any Privileges: For the record type: Write, Append To |
Yes |
| Save and link Outlook contacts in Dynamics 365 for Customer Engagement | Security roles: Any Privileges: Contact record type: Write, Append To |
Yes |
| Remove tracking in Dynamics 365 for Customer Engagement from a record | Security roles: Any Privileges: Contact record type: Write, Append To For the record type: Write, Append To |
Yes |