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On demand workflow in unified interface

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  • 1.  On demand workflow in unified interface

    TOP CONTRIBUTOR
    Posted 29 days ago
    When trying to run an On Demand Workflow in Unified Interface, I know we see "Flow" in the command bar instead of "Run Workflow" and I see this when logged in as myself (an administrator).  I am not seeing the Flow button when I am logged in as one of my end users and I'm at a loss for what I am missing.
    • The end user has the ability to run an on-demand workflow in the classic interface
    • The end user has the Flow for Dynamics 365 option enabled in the Dynamics 365 for Sales Enterprise license
    • The show Microsoft Flow on forms and in the site map option is enabled
    • I've checked Ribbon Workbench and the button isn't hidden.
    Is there a setting in the security role I'm missing?

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 2.  RE: On demand workflow in unified interface
    Best Answer

    MICROSOFT MVP
    Posted 29 days ago
    Jill,

    Check if your user has "Run Flows" privilege. It's located on "Customization" tab in "Miscellaneous Privileges" section.

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    Andrew Butenko
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    Conference-CRMUG_200x200


  • 3.  RE: On demand workflow in unified interface

    TOP CONTRIBUTOR
    Posted 29 days ago
    That's it!  I figured there had to be a security setting int here but wasn't finding it mentioned in any of the posts I was reading.  Thank you, Andrew!

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 4.  RE: On demand workflow in unified interface

    TOP CONTRIBUTOR
    Posted 29 days ago
    @Jill Vazquez - I just wanted to add that the "Dynamics 365 Button" for Microsoft Flow is showing as "deprecated". Not sure if there is a replacement for this. Not very encouraging if Microsoft is pushing Flow as an alternative to workflows. ​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


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