Read more about the article Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows
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Changes to Microsoft Dynamics 365 Security Roles in Business Process Flows


In the upgrade to Microsoft Dynamics 365, Admins or users who can customize Business Process Flows will notice a new way to manage changes to Microsoft Dynamics 365 security roles. In earlier versions of CRM (2013-2016) the option in Dynamics CRM was to open a Business Process Flow, then chose “Enable Security Roles” in the ribbon. Post upgrade, Security controls for certain Business Process Flows have moved to their own tab in the “Security Roles” area in Settings.

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5 Keys to a Successful Dynamics CRM Discovery Session

Implementing, migrating, or upgrading Microsoft Dynamics CRM often requires the services of a certified CRM expert. A good Dynamics CRM partner will vastly increase the probability of a successful deployment. But there is also some work the client can do to ensure a positive result. Clients can help ensure a successful implementation by paying attention to these 5 keys to a successful Microsoft Dynamics CRM Discovery Session. (more…)

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