Hi All,
we have recently upgraded from CRM online 2016SP1 to 365 for Sales.
The security around Business Process flows and how they are defaulting are different.
I have the following scenario:
Security Role 1
Security Role 2
Business Process Flow 1
Business Process Flow 2.
If the user has only Security Role 1, it should default to Business Process Flow 1
If the user has only Security Role 2, it should default to Business Process Flow 2
If the user has both Security Roles, it should default to Business Process Flow 1
The Order Process Flow is set to:
Business Process Flow 1
Business Process Flow 2
(is it correct that the Edit Security Roles are ignored within the Business Process Flow ?)
The security roles are setup as follows on the Business Process Flows tab:
Security Role 1 has
- Create, Read, Write, Delete, Append and Append To to Business Process Flow 1
- Read, Append and Append To to Business Process Flow 2
Security Role 2 has:
- Create, Read, Write, Delete, Append and Append To to Business Process Flow 2
- No Permissions checked for Business Process Flow 1
When I now assign only Security Role 2 to the user, it still defaults to Business Process Flow 1 which I can't figure out how come.
Anyone any thoughts to either move forward with or getting a better understanding how this should work?
Thank you in advance.
Jeroen
