web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Giving access to on de...
Service | Customer Service, Contact Center, Fie...
Answered

Giving access to on demand flows to specific security roles

(0) ShareShare
ReportReport
Posted on by AngeloA 40

Hi,

I have a range of on demand flows, but I want to restrict which security role sees which flow.

I have seen the solution at https://community.dynamics.com/365/sales/b/crminogic/posts/how-to-restrict-user-from-executing-on-demand-flow-workflow but this does not help.  I want all users to be able to run flows, but I want different sets of flows to be available to different security roles or business units.

Can anyone suggest how I may achieve this?

TIA

I have the same question (0)
  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    Do you mean you want different security roles use different workflows in D365?

    If so, there is no OOB way now, but workflow has a selection named "scope", it has four options.

    pastedimage1587090554944v1.png

    1.User

    It is more likely a personal workflow, only the owner of the workflow could trigger it.

    2.Business Unit.

    All the users in the same business unit as the owner of the workflow could trigger it.

    3.Parent : Child business unit.

    With this, the workflow will run on the records owned by the users of the same business unit as the workflow user as well as any child business units.

    4.Organization.

    All users will be able to trigger the workflow in your CRM instance.

    So according to the above information, I suggest that you could create business rules to categorize your users and use "Business Unit" or "Parent :Child Business Unit" scope in your workflow.

    Regards,

    Leo

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
NeerajPawar Profile Picture

NeerajPawar 31

#2
Robert Bailey Upzoids Profile Picture

Robert Bailey Upzoids 20

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 19 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans