The following table provides the descriptions for user roles in Microsoft Dynamics 365 F&O.
Form-specific roles are only available with Cloud Connect for Microsoft Dynamics 365 F&O - CPQ - 25.04.07.1 or later.
|
User Role |
Description |
|---|---|
|
Experlogix administrator |
Provides administrator rights to change settings. |
|
Experlogix CPQ sales order header |
Enables visibility of the Configure button on the following page: Sales order detail > CPQ tab. |
|
Experlogix CPQ sales order line - distinct product |
Enables visibility of the Configure button on the following page: Sales order line > Configure distinct product. |
|
Experlogix CPQ sales order line - product variant |
Enables visibility of the Configure button on the following page: Sales order line > Configure product variant. |
|
Experlogix CPQ sales quotation |
Enables visibility of the Configure button on the following page: Sales quotation > CPQ tab. |
|
Experlogix CPQ project quotation |
Enables visibility of the Configure button on the following page: Project quotation > CPQ tab. |
|
Experlogix BOM Route generator |
Enables access to all BOM Route Generation menu items. |
|
Experlogix CPQ project |
Enables visibility of the Configure button on the following page: Project > CPQ tab. |
|
Experlogix CPQ Released product |
Enables visibility of the Configure and Configure new buttons for released products. |
The Experlogix configurator role is no longer part of Cloud Connect for Microsoft Dynamics 365 F&O. Use the form‑specific roles instead.