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

Business Process Flows visible to Users with no permissions

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Posted on by smcconnell 335

Hi There,

Users that don't have any permissions on Business Process Flows can still view these is appears.  in our specific issue, we are importing Leads into the system, the user who does the import has Permissions for the Business Process Flow.  when these Leads are assigned to other users, they can see the Business Process Flow, even if they have no permissions at all for it.

Does anyone know if this is normal Dynamics functionality?

thanks in advance for any help/suggestions.

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Business Process Flows visible to Users with no permissions

    You can also refer this on etting the security role for BPF-

    community.dynamics.com/.../tip-business-process-flow-s-enable-security-roles-button-issue-after-upgrading-to-dynamics-365

    Hope this helps.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Business Process Flows visible to Users with no permissions

    I did a quick test on this one with the out of box Lead to opportunity process. If you do not have the access to the business process flow then it won't show up in a record.

    The option  "Enable Security Role" for business process flow doesn't give you an option to select the security role and save it. This is not relevant.

    There must be some other security role from where the user is inheriting the permissions.

    I tested it on D365 Online - 8.2.2.1161

    Hope this helps.

  • smcconnell Profile Picture
    smcconnell 335 on at
    RE: Business Process Flows visible to Users with no permissions

    Hi Wei Jie Fun, can i ask what database version your Dynamics 365 is currently on please?

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Business Process Flows visible to Users with no permissions

    Hi,

    I have Dynamics CRM  2016 ,thats why I put the screenshot of 2016 , however its same for dynamics 365. If you check display to everyone that means there is no security role check and display to everyone

    If you assign security role that means the user which assigned those security role will be display that  BPF for them only.

    Hope this helps.

  • smcconnell Profile Picture
    smcconnell 335 on at
    RE: Business Process Flows visible to Users with no permissions

    I believe the Lead to Opp BPF will open up a window that allows you to directly edit the Security Roles, rather than this window.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Business Process Flows visible to Users with no permissions

    Hi,

    yes this should not happen, i tested all scenarios in my own environment.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Business Process Flows visible to Users with no permissions

    6011.bpf.PNG

    screenshot from D365

  • smcconnell Profile Picture
    smcconnell 335 on at
    RE: Business Process Flows visible to Users with no permissions

    Hi Goutam, i believe that screenshot is from Dynamics 2016, im using 365

  • smcconnell Profile Picture
    smcconnell 335 on at
    RE: Business Process Flows visible to Users with no permissions

    Hi Shahbaaz, thanks for the info, however i have created a Lead as the test user, assigned a Lead to the test user, and shared a lead with the test user.  in all these scenarios the test user with the permissions in the images can see the Business Process Flow, assuming this should not be happening?

    thanks

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Business Process Flows visible to Users with no permissions

    Hi ,

    Could you please check business process flow security role . Seems its Enable to everyone . So just enable security role those security role assigned user which you need to display BPF.

    Go to settings --> Customization--> Customize the System--> Process --> Open Process --> Enable security role --> Uncheck the radio and select security role.

    3858.bpfsecurity.png

    Hope this helps.

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