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Act-On Software

Required Connector Account Privileges for Microsoft Dynamics

This article explains what account privileges are required to use the Act-On MSD Connector with your MSD CRM.

The minimum set of required privileges is as follows:

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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