Purpose
This role should be assigned to all users, even users not using Click. It contains the minimum set of privileges that are required by the Click plugins and will prevent failures in creating Leads, Contacts and Opportunities.
Permissions
- Dynamics 365
- Legacy
Business Management Table
Business Process Flows
Core Records
Custom Table
Customization Table
Business Management Tab
Customization Tab
Custom Entities Tab
Tabs without Permissions
- Core Records Tab
- Marketing Tab
- Sales Tab
- Service Tab
- Service Management Tab