Create a Base Security Role with the Absolute Minimum Privileges

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In order to configure a base security role to give a user the absolute minimal security privileges to access Dynamics CRM 2013.

  1. In the Settings and then Administration, click the New button to create a new Security Role.
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  2. In the Details tab, enter a name in the Role Name field.  I gave it the name, Base Security Role.
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  3. In the Core Records tabs, select User/Create, Read, and Write on User Entity UI Settings.  (Note, the image has been truncated to fit.)
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  4. In the Business Management tab, select Organization/Read on Business Unit, Organization, and Security Role.  Select Business Unit/Read on User.  Select User/Read on User Settings.
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  5. In the Customization tab, select Organization/Read on System Form, View, and Web Resource.
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Summarize Base Security Role Permissions:

Tab Entity Create Read Write
Core Records User Entity UI Settings User User User
Business Management Business Unit Organization
Business Management Organization Organization
Business Management Security Role Organization
Business Management User Business Unit
Business Management User Settings User
Customization System Form Organization