Business Rules - Security Role requirements

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Posted on by Joe Woltering

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What permissions does the security role need in order to fire Business Rules in CRM 2013? I created the rule and it works for me (Sysadmin) but not for other users. I tried enabling the 'Activate Business Rules' permission but this did nothing.

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jlattimer 24,562 on at

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Business Rules can be configured per form - is it possible you (Admin) are seeing one form while other users are seeing another?

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Joe Woltering 12,163 on at

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Hi Jason,

The Scope is set to 'All Forms'.

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Joe Woltering 12,163 on at

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I guess it was the Process permission under Customizations. Once I gave Read permission the rule fired. Makes sense.

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