Sunday, January 12, 2020

Get the list of security roles involved in the process for Finance and Operations (MSDyn365FO)

The fastest way to receive the list of security roles that have access to the forms involved in the specific process, use BPM requirements document that you can generate from BPM library.

Follow these steps to achieve this:
  1. Go to LCS (https://lcs.dynamics.com/).
  2. Open LCS project.
  3. Select Business process modeler in the More tools section.
  4. Select Business process library.
  5. In the BPM library, select the parent process .
  6. In the right pane, on the Overview tab, click Doc button.
In the downloaded file, find the Process overview section.

This section will contain the security roles information.


1 comment: