Sunday 10 December 2017

Adding and Updating Security Roles to a Migrated Business Process Flow

There is still an issue in case you want to "Enable Security Roles" for a migrated Business Process Flow in Dynamics 365 Version 9.

When you do a migration from a lower version of Dynamics CRM to Dynamics 365 and as part of the migration are existing custom business processes. If you open one of these business processes and select "Enable Security Roles", there are no options to either "Enable for everyone" or "Enable only for the selected security roles". 

"Enable Security Roles" Option for Migrated Business Process

In Dynamics 365 for new Business Process Flows and existing system Business Process Flows, there are no issues. You can find options "Enable for everyone" and "Enable only for the selected security roles". 

"Enable Security Roles" Option for Existing Business Process

The solution is to directly open "enable security roles" windows for a migrated business processes using a URL.

The format of the URL for a Business Process in my Dynamics 365 V9.0 environment would be:

https://ashishm1974.crm.dynamics.com/tools/dialogs/RoleAssignment.aspx?dType=1&oid=%7b6E9A821B-3CBC-4F04-9619-F2B723FE4880%7d

This will directly open the window to enable security roles for a business process. Replace the URL and Business Process GUID as in your Dynamics 365 environment.


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