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Hi,
I want to setup a new rule in Dynamics D365, to automatic rule assignments.
Eg : in HR if the user's Job title is Accountant then, automatically assign Accountant secutity role to the user, etc
How can I ceate a rule for the above?
Thank you,
Chirani
Hi Chirani,
I would do this through a workflow. You would need to define a custom workflow action to do this but then you could drive the workflow from the changing of the job title and do conditional checks and assign the role.
It would probably be very similar to the following (for assigning roles from Portal):
community.dynamics.com/.../automatically-assign-webrole-to-the-contacts-in-crm-portals
Hope this helps.
Thanks,
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