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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Business Process Flow ...
Microsoft Dynamics CRM (Archived)

Business Process Flow Stages and Security

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Posted on by Barbara Forsman 608

Can I apply security to individual Stages in a Business Process Flow?  I haven't found anything to indicate this is possible, but wanted to be thorough and check with the experts before I tell management it's not possible.

Thank you!

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hello Barbara,

    If you are working with Dynamics 365 you can only apply security on the entire Business Process Flow.

    Then I think the only solution is to create a duplicate of the current flow and exclude the stages you want to lock for the other group.

    Here is a link to the KB: https://www.microsoft.com/en-us/dynamics/crm-customer-center/assign-a-security-role-to-a-business-process-flow.aspx

  • Verified answer
    kiransatani Profile Picture
    kiransatani 240 on at

    you can not apply security role to business process , but you can achieve that using Field Level Security.

    Create Field Level Security for Stage Field and add member whatever member you want to allow(CRUD).

    if my answer is correct than please verified it.

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