Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Business Process Flow and Unified Interface security

Posted on by

Hello,

First Question

I have a BPF in Unified Interface.  I was trying to figure out if there are security role settings that take away the Set Active and Next Stage buttons?  I want an admin user to be able to switch to any process in the bpf....but I do not want any other user to be able to. 

Second Question

I use workflows to auto move through stages with a flag field that prevents manual movement.  Is there any way to hide the field from the bpf toolbar...I realize it needs to be there...but would like to hide it.

Thansks

*This post is locked for comments

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans