Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I need advise on assigning forms and business processes to security roles in particular business units.
I have a parent BU and several Child BUs with different security roles thought the names are the same as the security roles in the parent BU..
I go to enable the security roles but can only see the parent BU which means they can see all other forms even when there is a restriction.
I have tried assigning them from the Default solution but can only see the parent BU.
I have read similar threads but still no joy.
Hope I make sense
When assigning a security role to a form customization we have 2 columns which is Role Name and Business Unit.
Though the name of role of Parent BU and Child BU may be same but still we can identify them with second column Business Unit.
You remove the Fallback option also and check.
Please post some image to help us better understand ur scenario.
My Blog : https://vjcity.blogspot.com/
Thanks for your quick reply. Where you can see the child BUs on your list I cannot see the child BUs for my organisation just the parent BUs. Even with Fall back option unticked it still shows the form.
If you have administrative right you should see Form Customization in Classic mode or open it from the default solution. (The form which you need to enable it for security)
Refer below top open CRM in Classic Mode
Thank you. I tried this already as suggested on other threads. I recently created new child BUs and assigned the different security roles to the respective BUs. I noticed today that users had access to forms they shouldn't have access to.
Business Applications communities