The Microsoft Dynamics 365 CE integration has the following user roles for Experlogix:
-
Experlogix CPQ Modeler
-
Experlogix CPQ User
-
Experlogix CPQ View User
-
Experlogix CPQ User Field Service
-
Experlogix CPQ User Project Operations
The following table provides details about the Microsoft Dynamics 365 CE roles:
|
Role Name |
Permissions |
Description |
|---|---|---|
|
Experlogix CPQ Modeler |
|
A user with this role can configure a quote, opportunity, sales order, and invoice. The user can also view the Microsoft Dynamics 365 CE settings but cannot modify them. |
|
Experlogix CPQ User |
|
A user with this role can configure a quote, opportunity, sales order, and invoice. The user can also view and edit the Microsoft Dynamics 365 CE settings. |
|
Experlogix CPQ View User |
Read Settings: The user can view the settings for Microsoft Dynamics 365 CE related to Experlogix CPQ. This ensures that they have visibility into how the system is configured without making any changes. View Entities: Users with this role can view critical business entities such as:
|
The Experlogix CPQ View User in Microsoft Dynamics 365 CE allows users to access and view specific settings and entities without the ability to modify or configure them. Ensure that the role is properly assigned to individuals who require visibility into system operations but not direct interaction with configurations or setup. Assigning this role can restrict access if other roles do not supercede it. restricts access to view-only functionality. |
|
Experlogix CPQ User Field Service |
|
A user with this role can view the Microsoft Dynamics 365 CE settings and configure field service. |
|
Experlogix CPQ User Project Operations |
|
A user with this role can configure project operations for Microsoft Dynamics 365 CE projects. |
The system prioritizes the logged-in user's settings whenever they are available. If the user's settings are inactive or unavailable, the system defaults to the general Experlogix settings.