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On demand workflow in unified interface

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  • 1.  On demand workflow in unified interface

    TOP CONTRIBUTOR
    Posted Sep 17, 2019 11:01 AM
    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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    Academy - Online Interactive Learning from Experts


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

    TOP CONTRIBUTOR
    Posted Sep 17, 2019 11:28 AM
    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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    Academy - Online Interactive Learning from Experts


  • 3.  RE: On demand workflow in unified interface

    TOP CONTRIBUTOR
    Posted Sep 17, 2019 11:39 AM
    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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    Academy - Online Interactive Learning from Experts


  • 4.  RE: On demand workflow in unified interface

    MICROSOFT MVP
    Posted Sep 17, 2019 03:50 PM
    @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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    Academy - Online Interactive Learning from Experts


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