Minimum Permissions for a Microsoft Dynamics Connected User

  • Updated
This article explains what account privileges are required to connect to Act-On with Basic Auth.

Minimum permissions:

  • prvReadOrganization
  • prvReadList
  • prvReadEntity
  • prvReadAttribute
  • prvReadAttributeMap
  • prvReadEntityMap
  • prvReadRelationship
  • prvReadAccount
  • prvWriteAccount
  • prvReadOpportunity
  • prvReadCampaign
  • prvReadLead
  • prvWriteLead
  • prvCreateLead
  • prvReadContact
  • prvWriteContact
  • prvCreateContact
  • prvCreateActivity
  • prvWriteActivity
  • prvReadActivity
  • prvAppendActivity
  • prvCreateNote
  • prvWriteNote
  • prvReadUser
  • prvReadTeam
  • prvReadField
  • prvReadOrder
  • prvReadRecordAuditHistory (If audit history is enabled)
  • prvReadAuditSummary
  • prvReadBusinessUnit

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