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Dynamics 365 Community / Forums / Sales forum / Problem with Insights ...
Sales forum

Problem with Insights User and Business Process Flows in Dynamics 365 (8.2)

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Posted on by 874

So I have an issue whereby I have 2 sales processes that start on the lead. each one is for a separate Business Unit. 

We have separate Security Roles for sales users in each Business Unit. We have also configured InsideView and have a non-editable security role called Insights User. 

Business Unit A security roles only have access to sales BPF A. Business Unit B security roles only have access to sales BPF B.

Now here is the issue.

The Insights User Security role, which is not editable, Gives users access to BOTH BPF

5826.insights-user-security-role.png

So now when a lead is created, my users are able to activate the BPF that does not correspond to their Business Unit.

Any thoughts? Help is appreciated! 

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