Can't enable security roles for business process flow in Dynamics 365

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Posted on by Community Member Microsoft Employee

I've been trying to enable security roles for custom created business process flow in Dynamics 365 - Sales. The problem is that the options "Enable for everyone" and "Enable for the selected security roles" are not displayed in the dialog. There is only a list of available roles and I can't actually enable the roles for that process. Hence I can't switch to this process in records forms (the entity for the business process flow is the Lead entity)

When I try to enable security role for a task flow, the options are visible in the dialog.

I'm using the trial version of Dynamics 365.

Does anyone have a solution for this problem?

Regards

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Nadeeja Bomiriya 6,804 on at

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RE: Can't enable security roles for business process flow in Dynamics 365

Thanks Thomas for the tip. I updated the blog post with your suggestion.

dyn365apps.com/.../tip-business-process-flows-enable-security-roles-button-issue-after-upgrading-to-dynamics-365
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Community Member Microsoft Employee on at

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RE: Can't enable security roles for business process flow in Dynamics 365

Hi,

I found a workaround for this problem:

As it was suggested on this post

dyn365apps.com/.../tip-business-process-flows-enable-security-roles-button-issue-after-upgrading-to-dynamics-365

, I managed to get the working URL of the business "After meeting", and changed the id of the process and it works!

your_tenant.crm.dynamics.com/.../RoleAssignment.aspx;oid=%7bID_OF_YOUR_BPF%7d

Regards
Community Member Microsoft Employee on at

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RE: Can't enable security roles for business process flow in Dynamics 365

Eventually the problem was solved by a logout. I needed to close the browser, and when I log in again, the business process flow was enabled and I could switch to it.

The options "Enable for.." were not visible however. What if I wished to enable only for selected roles?
Kristof Verbelen on at

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RE: Can't enable security roles for business process flow in Dynamics 365

Hi YAlex,

A workaround for this problem is to enable the custom BPF in the security roles:

The "enable security roles" button seems to be obsolete.

Hope this helps.

Regards,

Kristof
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Drew Poggemann 9,079 on at

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RE: Can't enable security roles for business process flow in Dynamics 365

Hi YAlex,

I appear to be having the same issue when I look at it on my side with on Online environment I created about a week ago.

Here is what I see, no ability to set as you mentioned.

The details provided here do not work for me. https://www.microsoft.com/en-us/dynamics/crm-customer-center/assign-a-security-role-to-a-business-process.aspx

I have a system administrator role.

I suggest you open a ticket with Microsoft as this looks to be a bug.

Thanks,