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Impactful Individual
Impactful Individual

Dynamics 365 permissions/security role for Dynamics (standard) connector in Flow

Please be so kind as to read my full post before responding.
Thank you for your consideration.

I am trying to create a Flow for creating records of a custom entity in Dynamics using a limited permissions/security role account.
The reason for this is that I am using a http trigger which, in theory, exposes our CRM to the outside world via the Dynamics action inside my flow.
I have essentially followed this article for the limited permissions account:
https://community.dynamics.com/crm/b/crminogic/archive/2016/11/24/minimum-privileges-required-to-log...
I have already succesfully tested that the limited permssions account can log in and create records of my custom entity through directly accessing the Dynamics website.

Here are some screenshots of the permissions set for my limited permissions account:
image.png

image.png

image.png

image.png
Finally, these are the permissions for the custom entity I am trying to create records for with my limited permissions account.

image.png

I have granted the limited permissions account no further permissions other than those depicted in the screenshots.

However, I have apparently not set enough permission as the Dynamics 365 Create Record action in Flow does not list any organizations/entities to choose from.

image.png

 

Trying to build the same flow using a system administrator account of the same organization my limited permissions account belongs to, the action works fine and lists the organization and entities.

image.png

 

My question

  1. Which additional permissions do I have to assign to the security role of my limited permissions account for the Create Record Dynamics action to list the right organization work in Flow?
1 REPLY 1
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Impactful Individual
Impactful Individual

Re: Dynamics 365 permissions/security role for Dynamics (standard) connector in Flow

Hmm, for some reason or other, without making any more changes, it works now.
Maybe I just needed to wait for the security role permissions to propagate to Flow?

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