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Business rules only working for sysadmin

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Posted on by Dartanian

I have set up business rules of various types applied to various tables for two model-driven apps. Some rules have 'entity' as the scope, others 'all forms', some just one specific form. They all work perfectly for me as the sysadmin who created the rules. They don't work for any other users. The users have different security roles, all of which are based on the Basic User profile (so nothing unusual).

As I understand it, security rules shouldn't have any effect anyway. I've tried different browsers and clearing the cache.

The environment is on the Developer Plan.

Any ideas? Thanks.

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Microsoft Dataverse with Power Apps

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Ram Prakash Duraisamy 5,593 Super User 2025 Season 2 on at

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Hello @Dartanian,

Hope you are doing good. Make sure you are have proper SECURITY ROLE to the users.

Steps to Follow:

1. Navigate to https://make.powerapps.com
2. Make sure you are in Correct environment
3. Click Gear Icon at the Top then Click Advance Settings
4. Then Click Security --> Then Click Security Role --> Open the Role which your User's having.
5. Then Click Customization then Search for Process then Make Sure you have ORGANIZATION Level READ Access

Note:

If not please provide WHOLE GREEN for all levels

Please mark as Answer if it is helpful and provide Kudos

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Dartanian 26 on at

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Additional details:
No field security is set on any custom fields. All fields in the rules are present in the forms (most are hidden and then revealed by the rule).
I tried this solution: in the user's security role, under Customization, change Process read to organization level. I also looked at the Model-driven app permissions as advised here.
Still doesn't work.

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Dartanian 26 on at

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Sorry @rampprakash just saw your reply. I tried setting the process read to organization - no change.

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Dartanian 26 on at

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Solved 🙂 I tried setting the whole row for Process to Organization (green). Now works.

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Dartanian 26 on at

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You're very welcome 🙂
I'd like to understand the implications of changing this setting to org-level as I don't want to compromise security. Any ideas what Process does, or how I can find out?

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Ram Prakash Duraisamy 5,593 Super User 2025 Season 2 on at

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Hello @Dartanian,

Its not that much depended here, when ever an admin created any user can access it. That's the main implementation here. Nothing Much 🙂

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Bipin D365 971 on at

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Hi @Dartanian ,

Please check if you have given Read ORG level access to Custom/System entity for for which Business Rule is created.

Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: https://xrmdynamicscrm.wordpress.com/

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Dartanian 26 on at

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Excellent, thank you.

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Charles Seguin 401 on at

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Hello @Dartanian and @rampprakash !
I ran into the same issue myself and was lucky enough to find this post.
Based on my testing, Process has to be set to Organisation for both Read and Append To in order to resolve the issue.
Best Regards,
Charles

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sagirkazi 23 on at

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Still doesn't work for me! Gave Process entity and my custom entity ORG level permission (all Whole Green) to the custom security role that I created (used Copy Role to make a copy of Basic User). What am I missing here?

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