Business process flow not appearing on Dynamics 365/ CDS form although the user has access to process flow table? Check this out!

With the advent of Power platform and DataVerse we don’t talk about Dynamics 365 much these days. But essentially the learnings of Dynamics 365 help us a lot to work in DataVerse (CDS) environments, considering they both share the same platform.

We can’t deny the fact that one of the most used and talked about feature of Dynamics 365 has been the Business process flows. Hardly I come across an implementation which does not have Business process flows implemented. Whenever we have business process flows, the most common problem we come across is business process flows does not appear on an form for specific security roles.

For this example, I have created a simple business process flow for account entity. The business process flow have three stages as shown in the below screenshot – Discover -> Active -> Historical

For testing I created a security role – Test role. Assigned the role to the user with whom we are going to test.

I have provided the access to the Business process flow table in the security role.

When I login with a user with Test role assigned and try to create an account, I don’t see the Business process flow loaded. So what’s the issue in here?

Experienced consultants may already know this but anyone not aware of this, it can consume couple of hours of your precious time. What we need to check here is the privilege on the Process table which is Customization tab of the security role.

As you can see the read privilege on the process table is set to User level. I change the read privilege to Organization level.

Now when I refresh the form, the business process flow is now visible on the account form.

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Hope this helped!

Debajit Dutta
Business Solutions MVP