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Export to Excel Permits the user to export the grid data to Microsoft Office Excel. Users with this privilege access the Export to Excel feature from the grid toolbar. Go Offline Permits a user with Microsoft Dynamics CRM for Outlook with Offline Access installed to work in an offline mode. Working offline creates a local copy of the database on the laptop. Because the user can remove the laptop (with the offline data) from work premises, the offline option raises a potential security question that you must consider. Mail Merge Permits the user to create mail merge items such as letters, email messages, envelopes, and labels. This privilege refers to creating mail merge items using Microsoft Dynamics CRM for Outlook. Override Created on or Created by for Records during Data Import Permits the user to include new values for the Created on and Created by fields while using the Data Import Wizard. This would be helpful when you re migrating data from an old system into Microsoft Dynamics CRM and you want to preserve the original values. Without this privilege, all imported records imported by a user will be stamped with that user s information for Created by and Created on. Print Permits the user to create a printer-friendly display of a grid. Users with this privilege can access this feature by clicking the Print button on the grid toolbar. You cannot vary this privilege by entity type. Reparent Business unit unit. Reparent User Just as it sounds, permits the user to reparent a business

Send Invitation Permits a user to send an email invitation to an employee to join the organization. This privilege applies only to Microsoft Dynamics CRM Online deployments. Update Business Closures Permits the user to modify business working hours and closure information. Users access the Business Closures information in the Settings area. Approve E-mail Addresses for Users or Queues Permits the user to approve valid email addresses for users and queues. This additional security step prevents a user from fraudulently gaining access to a mailbox he or she should not be able to access. Assign Territory to User Permits the user to add or remove users from a sales territory. Users access the Sales Territories information in the Business Administration section of the Settings area. CRM Address Book Permits a user of the Microsoft Dynamics CRM clients for Outlook to select CRM records from his or her address book in Outlook.

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Go Mobile Permits the user to access the Microsoft Dynamics CRM Mobile Express user interface. Language Settings Permits the user to access the language settings for the organization, including installing new language packs. Merge Permits the user to merge two records into a single record. Users with this privilege can access the Merge feature from the grid toolbar. Perform In-sync Rollups on Goals Permits the user to roll up goal data on demand, instead of waiting for the next scheduled update period. Read License Info Permits the user to access information about the Microsoft Dynamics CRM license information via the Application Programming Interface. No user interface is associated with this privilege. Reparent Team Permits the user to reparent a team. Send E-mail as Another User Permits the user to select a different user or queue for the From address of an email message sent with the Microsoft Dynamics CRM Send Direct E-mail feature. The Send Direct E-mail button appears on grids only if the user has the following security privileges:

CH APT ER 6 JUST LI KE IT IS I N T HE REAL WO RLD !