This topic shows the default security privileges for each predefined security role in Microsoft Dynamics CRM licenses.

Role

Description

CEO-Business Manager

A user who manages the organization at the corporate business level.

CSR Manager

A user who manages customer service activities at the local or team level.

Customer Service Representative (CSR)

A customer service representative (CSR) at any level.

Marketing Manager

A user who manages marketing activities at the local or team level.

Marketing Professional

A user engaged in marketing activities at any level.

Sales Manager

A user who manages sales activities at the local or team level.

Salesperson

A salesperson at any level.

Schedule Manager

A user who schedules appointments for services.

Scheduler

A user who manages services, required resources, and working hours.

Support User

A user who is a Microsoft customer support engineer.

System Administrator

A user who defines and implements the process at any level.

System Customizer

A user who customizes Microsoft Dynamics CRM entities, attributes, relationships, and forms.

Vice President of Marketing

A user who manages marketing activities at the business unit level.

Vice President of Sales

A user who manages the sales organization at the business unit level.




Details on the security privileges for each predefined Security Role can be found by logging into your online CRM portal and following these steps: 


1. Click on "Settings" and "Administration" and select the category labeled "Security Roles". 

2. Double-click on the specific Security Role and click on the "Core Records" tab to view the security privileges table.