Minimal User Permissions

To create a connection between Smart Flows and Microsoft Dynamics 365 CE, a user with sufficient permissions is required to create a handshake between the two applications. This topic outlines the required permissions for that user within your Microsoft Dynamics 365 CE instance.

If you want to create a specific security role for the purpose of configuring the Smart Flows connector, add the following privilege to the role:

1.

Privilege: Organization - Read

During connector setup, it is necessary to retrieve basic information about the user’s organization. The key properties include:

• OrganizationId

• UniqueName

• UrlName

• FriendlyName

• OrganizationVersion

• languagecode

2.

Privilege: Solution - Read

During connector setup, it is necessary to check whether the Smart Flows solution has been installed or not.

3.

Privilege: Entity - Read / Attribute - Read / Relationship Entity - Read

During connector setup and post building the data sets, it is necessary to retrieve metadata about all the entities in CE, along with their attributes and relationships.

4.

Privilege: User - Read / Security Role - Read / Team - Read

During connector setup, it is necessary to check whether the Smart Flows Administrator security role has been assigned to the current user. Once set up, it is necessary to retrieve all users with their assigned roles to allow user creation or synchronization.