User Roles in Microsoft Dynamics 365 BC
The Microsoft Dynamics 365 BC extension includes the following user roles for Experlogix:
-
XPL-ADMIN
-
XPL-SALES
-
XPL-PROJECT
The table below outlines the actions each Experlogix user role can perform in Microsoft Dynamics 365 BC:
Microsoft Dynamics 365 BC User Role Permissions
|
Role Name |
Description |
Configure Sales Order/Quote |
Configure Project |
Logging |
Edit Settings |
|---|---|---|---|---|---|
|
XPL-ADMIN |
A user with this role has full access to configure all entities, manage logging, and edit settings. |
No |
No |
Yes |
Yes |
|
XPL-SALES |
A user with this role can configure sales orders, quotes, create blanket orders, and manage logging but cannot edit settings. |
Yes |
No |
Yes |
No |
|
XPL-PROJECT |
A user with this role can configure projects jobs and manage logging but cannot configure sales orders, quotes, or edit settings. |
No |
Yes |
Yes |
No |
Additional BC Roles
Experlogix CPQ for D365 Business Central Roles
-
Xpl-Project – Configure Price Quote
-
Xpl-Sales – Configure Price Quote
Experlogix Documents for D365 Business Central
-
XPL-SFAdmin – Document Automation
-
XPL-User – Document Automation
-
XPL-Designer – Document Automation
Experlogix Digital Commercefor D365 Business Central
-
XPL-DCADMIN – Digital Commerce Admin
Experlogix Portal
-
XPL-PORTALADMIN – Portal Admin