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Privileges required to use Sales app

The Sales applies your organization's existing CRM access controls and user permissions. Administrators must have correct permissions to customize their CRM systems, and users must have the correct permissions to view, update, and create records in their CRM systems from the Sales app.

Note

  • If you've made changes in a user's permissions or security roles in your CRM, ask that user to sign out of the Sales app in Outlook and then sign in again for these changes to be reflected appropriately.
  • Changes in user permissions or security roles in CRM can take up to 15 minutes to reflect in the Sales app for Teams.

Privileges required for Salesforce customers

Salesforce administrators

Salesforce administrators who need to customize the Sales app must have the following permissions.

Requirement type You must have
Permission User profile needs to have Modify All Data or Manage Data Integrations permission.
Note: Permissions need to be on the user's profile and not in permission sets assigned to the user.
Privilege Read and Write privileges on Organization table.

For Sales agent in Microsoft 365 Copilot, you must assign the System Administrator security role to your user account in the msdyn_viva environment and following permissions to Copilot for Sales Extended User:

Table Logical name Privileges Access level
DVTableSearch dvtablesearch Create, Read, Write, Delete, Append, Append to Global
DVTableSearchEntity dvtablesearchentity Create, Read, Write, Delete, Append, Append to Global
connectionreference connectionreference Create, Read, Write, Delete, Append, Append to Global
CopilotGlossaryTerm copilotglossaryterm Create, Read, Write, Delete, Append, Append to Global
CopilotSynonyms copilotsynonyms Create, Read, Write, Delete, Append, Append to Global

Salesforce users

For Sales agent in Microsoft 365 Copilot, you must also assign the following privileges to Viva Sales (Sales Productivity App):

Table Logical name Privileges Access level
DVTableSearchEntity dvtablesearchentity Read Global
CopilotGlossaryTerm copilotglossaryterm Read Global
CopilotSynonyms copilotsynonyms Read Global

Privileges required for Dynamics 365 customers

Dynamics 365 administrators

If you're using out-of-the-box System Administrator or System Customizer security roles, the Sales app administration privileges are added automatically.

If you're using custom security roles, you must assign the M365 Copilot Sales Administrator security role and following privileges to Dynamics 365 administrators who need to customize the Sales app.

Table Logical name Privileges Access level
msdyn_vivausersetting msdyn_vivausersetting Create, Read, Write, Delete, Append, Append to, Assign, Share Organization
msdyn_vivaorgextensioncred msdyn_vivaorgextensioncred Create, Read, Write, Delete, Append, Append to Organization
msdyn_vivaorgsetting msdyn_vivaorgsetting Create, Read, Write, Delete, Append, Append to Organization
msdyn_vivaentitysetting msdyn_vivaentitysetting Create, Read, Write, Delete, Append, Append to Organization
User systemuser Read Organization
Recently Used recentlyused Create, Read, Write, Delete User
Organization organization Read, Write, Append to Global

For Sales agent in Microsoft 365 Copilot, you must also assign the following privileges:

Table Logical name Privileges Access level
DVTableSearch dvtablesearch Create, Read, Write, Delete, Append, Append to Global
DVTableSearchEntity dvtablesearchentity Create, Read, Write, Delete, Append, Append to Global
connectionreference connectionreference Create, Read, Write, Delete, Append, Append to Global
CopilotGlossaryTerm copilotglossaryterm Create, Read, Write, Delete, Append, Append to Global
CopilotSynonyms copilotsynonyms Create, Read, Write, Delete, Append, Append to Global

Dynamics 365 sellers

If you're using the out-of-the-box Salesperson or Sales Manager security roles, the Sales app privileges are added automatically and no further action is required.

If you're using custom security roles, you must assign the M365 Copilot Sales User security role and following privileges to Dynamics 365 sellers who need to use the Sales app.

Table Logical name Privileges Access level
Tagged Record msdyn_taggedrecord Create, Read, Write, Delete, Append, Append to User
External Record msdyn_externalrecord Create, Read, Write, Delete, Append, Append to Organization access level for Read privilege.
User access level for Create, Write, Delete, Append, and Append to privileges.
External CRM msdyn_externalcrm Create, Read, Write, Delete, Append, Append to Organization access level for Read and Append to privileges.
User access level for Create, Write, Delete, and Append privileges.
CRM Connection msdyn_crmconnection Create, Read, Write, Delete, Append, Append to User
msdyn_vivausersetting msdyn_vivausersetting Create, Read, Write, Delete, Append, Append to, Assign, Share User
msdyn_vivaorgsetting msdyn_vivaorgsetting Read Organization
msdyn_vivaentitysetting msdyn_vivaentitysetting Read Organization
Note annotation Create, Read, Write, Delete, Append, Append to, Assign, Share User
User systemuser Read Organization
Recently Used recentlyused Create, Read, Write, Delete User

For Sales agent in Microsoft 365 Copilot, you must also assign the following privileges to Salesperson, Sales Manager, Copilot for Sales User, and Vice President of Sales:

Table Logical name Privileges Access level
DVTableSearchEntity dvtablesearchentity Read Global
CopilotGlossaryTerm copilotglossaryterm Read Global
CopilotSynonyms copilotsynonyms Read Global

The M365 Copilot Sales User security role only compliments the custom security roles and does not replace them. If a custom security role assigned to sellers is missing any of the privileges included in Salesperson or Sales Manager security role, you might encounter errors specific to Dynamics 365 permission.

For information on how to assign security roles, see Assign a security role to a user.

To edit custom security roles to match with out-of-the-box Salesperson or Sales Manager role, see Create or edit a security role to manage access.

For information on security roles and privileges, see Security roles and privileges.

Deploy Sales app

Looking for step-by-step instructions on how to deploy the Sales app? Here are the Sales app deployment guides:

Install Sales app

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