portatour® + Dynamics contains three security roles:
- portatour® User
- portatour® Admin
- portatour® Debug
Following is a list of permissions applying to the security roles. The symbols correspond to the symbols in Dynamics 365:
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None selected |
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User |
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Business unit |
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Parent: Child Business Units |
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Organization |
portatour® User
'portatour® User' contains all the permissions that a portatour® user needs to work with portatour® + Dynamics. This security role is applied automatically to a Dynamics 365 user, if a portatour® user is set up for this user. If the portatour® user is deleted or deactivated, then this security role is revoked from the corresponding Dynamics 365 user.
Only those lines are listed to which additional permissions apply (at least
).
Core Records |
| Entity |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| Activity |
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| Account |
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| Saved View |
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| User Entity UI Settings |
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Business Management |
| Entity |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| User |
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| User Settings |
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| Organization |
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| Security Role |
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Customization |
| Entity |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| View |
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| Relationship |
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| Entity |
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| Field |
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| System Form |
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| Web Resource |
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Business Process Flows |
| Entity |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| Expired Process |
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| Lead To Opportunity Sales Process |
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| New Process |
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| Opportunity Sales Process |
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| Phone To Case Process |
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| Translation Process |
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Custom Entities |
| Entity |
Create |
Read |
Write |
Delete |
Attach |
Append To |
Assign |
Share |
| portatour® Custom Property Specification |
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| portatour® Custom Property Group |
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| portatour® Activity Settings |
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| portatour® Anywhere Permissions |
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| portatour® User |
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| portatour® User Group |
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| portatour® Command - Activate Mobile Access |
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| portatour® Command - Get About Info |
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| portatour® Command - Get Mobile URL |
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| portatour® Command - Get News |
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| portatour® Command - Send Mobile Access Link |
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| portatour® Customer |
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| portatour® Customer Call Settings |
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| portatour® License |
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| portatour® Log - Manual Synchronization for User |
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| portatour® Log - Periodic Synchronization for User |
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| portatour® Log - Synchronization Step |
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| portatour® Synchronization Settings |
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| portatour® Appointment Call Settings |
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| portatour® Organization Settings |
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portatour® Administrator
Use the 'portatour® Administrator' security role to allow a user to administer portatour® + Dynamics if they do not have the 'System Administrator' security role. System administrators do not need this security role.
Core Records |
| Table |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| Activity |
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| Account |
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| Contact |
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| Lead |
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| Note |
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| User Entity UI Settings |
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Miscellaneous Privileges
Bulk Delete: 
Business Management |
| Table |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| User |
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| User Settings |
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| Organization |
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| Security Role |
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| Team |
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Miscellaneous Privileges
Act on Behalf of Another User:
Customization |
| Table |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| Customizations |
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| View |
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| Attribute Map |
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| Relationship |
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| Entity |
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| Entity Map |
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| Field |
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| Publisher |
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| Sdk Message Processing Step Image |
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| Solution |
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| Plug-in Assembly |
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| Plug-in Type |
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| Process |
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| Process Session |
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| Sdk Message |
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| Sdk Message Processing Step |
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| System Job |
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| System Form |
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| Web Resource |
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Miscellaneous Privileges
Execute Workflow Job:
Business Process Flows |
| Table |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| Expired Process |
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| Lead To Opportunity Sales Process |
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| New Process |
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| Opportunity Sales Process |
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| Phone To Case Process |
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| Translation Process |
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portatour® Debug
The security role 'portatour® Debug' should only be used for tracking problems. If a system administrator is assigned to this role, then additional forms are available for some portatour® entities, on which additional information is displayed that is otherwise hidden.
Customization |
| Entity |
Create |
Read |
Write |
Delete |
Append |
Append To |
Assign |
Share |
| Sdk Message Processing Step Image |
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| Plug-in Assembly |
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| Plug-in Type |
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| Sdk Message |
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| Sdk Message Processing Step |
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