permissions-required-tasks.md

title	description	ms.custom	ms.date	ms.reviewer	ms.suite	ms.tgt_pltfrm	ms.topic	applies_to	ms.assetid	caps.latest.revision	author	ms.author	search.audienceType
Permissions required for Dynamics 365 for Outlook tasks | MicrosoftDocs	Learn about the default security roles users require to perform Dynamics 365 for Outlook tasks and if tasks can be performed in offline mode.		08/28/2018				article	Dynamics 365 apps	871df72e-d9b4-4bff-89e2-6a3fc96f3be3	9	mduelae	mkaur	admin customizer enduser

Permissions required for Dynamics 365 for Outlook tasks

The following table shows the default security roles required to perform [!INCLUDEpn_crm_for_outlook_short] tasks, and whether the task can be performed while using [!INCLUDEpn_crm_for_outlook_short] offline.

[!INCLUDEpn_crm_for_outlook_short] Tasks	Default Security Roles and Required Privileges	Can Task Be Done Offline?
Go Offline	Security roles: Any Privileges: Go Offline Read Saved View	Yes
Set synchronization options [!INCLUDEpn_microsoftcrm] to [!INCLUDEpn_Outlook_short]	Security roles: Any Privileges: Sync to [!INCLUDEpn_Outlook_short] Read Saved View	Yes
Set local data synchronization options	Security roles: Any Privileges: Go Offline	Yes
Synchronize [!INCLUDEpn_microsoftcrm] to [!INCLUDEpn_Outlook_short]	Security roles: Any Privileges: Sync to [!INCLUDEpn_Outlook_short]	Yes
Save and link [!INCLUDEpn_Outlook_short] tasks and appointments in [!INCLUDEpn_microsoftcrm]	Security roles: Any Privileges: For the record type: Write, Append To	Yes
Save and link [!INCLUDEpn_Outlook_short] contacts in [!INCLUDEpn_microsoftcrm]	Security roles: Any Privileges: Contact record type: Write, Append To	Yes
Remove tracking in [!INCLUDEpn_microsoftcrm] from a record	Security roles: Any Privileges: Contact record type: Write, Append To For the record type: Write, Append To	Yes

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