Before we start a discussion about the steps required to create a Business Process Flow in Dynamics 365, it is important to understand the prerequisite security privileges, which a user needs before being able to create and edit Business Process Flows. This is particularly important if you wish to give a user or end user the ability to design and use their own Business Process Flow. The following table summarizes the minimum privileges required to create, configure, and activate a Business Process Flow in Dynamics 365:
S. No. | Entity name | Read | Write | Create |
1. | Process | Yes | Yes | Yes |
2. | Solution | Yes | - | - |
3. | Customization | Yes | Yes | - |
Solution and customization edit privilege are required, as it is a best practice to create and edit processes from a specific solution.
A detailed look at the security roles areas via CRM screens is given here:
- Under the
Customizationtab in the Dynamics 365 security role, theRead,WriteandCreateprivileges for...