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Many times you will need to grant a user a security privilege that would not be obvious to you by simply looking at the security role configuration screens. For example, would you guess that you need the Append To Order privilege before you can create an Appointment record If you find yourself getting stuck trying to track down the appropriate privileges that a user needs to perform an action, we recommend that you refer to the Microsoft Dynamics CRM software development kit (SDK) because it contains documentation regarding the various privileges users need to complete certain actions. You can find this information in the Privileges by Message section of the SDK. For example, you ll see something like this for the privileges needed to create an appointment:

WorkAssignment +workAssignmentId +workerId +workId +activeDate +inactiveDate +getId() +getRow() +getWork() +getWork() +help() +isActive() +isHistory() +setRow() +test() 0..*

prvAppendActivity prvAppendToAccount prvAppendToActivity prvAppendToContact prvAppendToContract prvAppendToIncident prvAppendToInvoice prvAppendToLead prvAppendToOpportunity prvAppendToOrder prvAppendToQuote prvAppendToService prvCreateActivity prvReadActivity prvShareActivity

LogicalAssignment +logicalAssignmentId +workerId +logicalWorkplaceId +activeDate +inactiveDate +getId() +getLogicalWorkplace() +getLogicalWorkplace() +getRow() +help() +isActive() +isHistory() +setRow() +test() 0..* 1..1 LogicalWorkplace +logicalWorkplaceId +parentId +idContext +workplaceTypeId +code +name +activeDate +inactiveDate +createIdContext() +getId() +getCodeContext() +getNameContext() +getRow() +help() +setRow() +test() +toString()

Although at first this list appears a little cryptic, you can use this information as a starting point to determine which privileges the user will need in a security role to perform the desired action. Unfortunately, in Microsoft Dynamics CRM 4.0 we did find a few instances for which the SDK documentation did not list all of the necessary privileges. In those instances, we recommend you enable system tracing for the server. The trace should capture the exact privilege identifier, which you can use to look up the missing privilege. Because this approach requires server and database administration rights it won t work with Microsoft Dynamics CRM Online. Therefore, you would need to rely on a more tedious trial-and-error method to toggle off and on the other privileges in the security role to figure out what the user needs.

PhysicalAssignment +phyiscalAssignmentId +workerId +physicalWorkplaceId +activeDate +inactiveDate +getId() +getLogicalWorkplace() +getLogicalWorkplace() +getRow() +help() +isActive() +isHistory() +setRow() +test() 0..* 1..1

In addition to entity privileges, Microsoft Dynamics CRM includes additional miscellaneous privileges in each tab of the security role editor. The privilege name often provides enough information about what the privilege covers, but sometimes the description can leave you guessing. This is especially true for miscellaneous privileges that relate to areas of the application that you may not use often. In the following list, we provide a little more description about each of the miscellaneous privileges and, in some cases, where to find the related feature.

0..*

Add Reporting Services Reports Permits the user to upload an existing Reporting Services report file to Microsoft Dynamics CRM Reporting Services files are in the RDL format This privilege differs from the Create privilege of the Report entity, which refers to creating a new report by using the Report Wizard or by adding another file type (such as an Excel file or PDF report) Delete Audit Partitions Permits the user to delete an audit partition Microsoft Dynamics CRM creates audit partitions for each three-month period Publish Duplicate Detection Rules Permits the user to publish duplicate detection rules configured in the data management section Publish Mail Merge Templates to Organization Permits the user to make mail merge templates available to the entire organization Individually owned mail merge templates follow the standard Microsoft Dynamics CRM security model.

Now that you have sketched out the preliminary structure of the classes, you are ready to model how these classes will interact and collaborate. The first step in this process is to drill down into the use case descriptions and create a more detailed scenario of how the use case will be carried out. The following scenario describes one possible sequence for carrying out the Login use case.