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Microsoft Dynamics 365 | Integration, Dataverse...
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When on the Quote record, a user doesn't see ... to get access to Flow

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Posted on by 2,645

Hello,

On the Quote record, I have a user that doesn't see the ... near the top right of the record to get to the flow options.  I see it but for some reason this person doesn't.  What would cause this?

Thank you

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: When on the Quote record, a user doesn't see ... to get access to Flow

    Hi, 

    First, go to your advanced sittings: 

    go-to-advanced-sittings.png

    Then go to secutity: 

    go-to-security.png

    Then go to security roles, and open your user security role. Go to Customization tab. Scroll down, you fill find Miscellaneous Privileges section, and activate Run Flow: 

    flow-privileges.png

    Then Save & Close.

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: When on the Quote record, a user doesn't see ... to get access to Flow

    where do I do this?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: When on the Quote record, a user doesn't see ... to get access to Flow

    Hi ,

    please check "Run Flows" privilege for this user.

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