D365 Finance Business Processes - listing of them all anywhere?

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Posted on by Ian Waring

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Is there a list - or BPM layout, or sample task recordings - of all the business processes present on D365 Finance + SCM? Likewise if Project Operation was added?

We're currently trying to assess what resources are available to assist us setting minimum privilege security against a list of roles in our user community. We find a many of the default user roles are too wide for us (eg: we don't allow anyone bar two folks in Accounts Payable to touch vendor bank accounts - a privilege afforded to the "Accountant" role in system defaults). We've done our own thing for AP, AP with Payments, AR, Credit Control and Purchase Requisition Administration - but wondering if we have to do all the others on our own bat as well. Trying to cover all the happy and unhappy paths is taking some time.

We reckon we'll end up with circa 14 custom user roles, but are keen to get the number of user conflicts that Fastpath is reporting down as fast as is practical!

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Ian Waring 436 on at

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RE: D365 Finance Business Processes - listing of them all anywhere?

(1) only. (2) and (3) are what we'll be doing with the result.
André Arnaud de Cal... 294,336 Super User 2025 Season 1 on at

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RE: D365 Finance Business Processes - listing of them all anywhere?

Hi Ian,

When I read your question, I think you are talking about three different topics.

1) List of business processes

2) Minimum privilege security

3) Something with user conflicts and Fastpath.

Can you tell your actual question?
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Ludwig Reinhard Microsoft Employee on at

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RE: D365 Finance Business Processes - listing of them all anywhere?

Hello Ian,

Have you checked the standard BPM corporate libraries available on LCS?

That's the only default or sample BPMs that I am aware of.

Best regards,

Ludwig