- Blog


This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at Blog


Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!

DocumentsCorePack template security settings

In CRM 2011, all DocumentsCorePack templates are stored in custom entities.
The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.

You have got the possibility to modify the access privileges by adjusting the CRM permissions for CRM users of this custom entity.


Figure 1: DocumentsCorePack template security roles

Documents Core Pack adds a custom security role to your CRM with the name DocumentsCorePack Security Role. This role is added to every user after installation.

If you are going to modify an existing role, or if you are going to create a new role to restrict the template permissions, please make sure that the following privileges are set as well.
Otherwise, problems while running DocumentsCorePack could occur.


Permissions required to grant DocumentsCorePack running trouble-free

Plug-in Assembly: READ
Plug-in Type: READ
Sdk Mesasge: READ
Sdk Message Processing Step: READ
Sdk Message Processing Step Image: READ

Figure 2: Minimum permissions required

Permission required when working with SharePoint

This permission is necessary if you use DocumentsCorePack with the CRM integrated SharePoint solution.

Document Location: READ

Figure 3: Permissions required when working with SharePoint

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to

Comments are closed.