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Beta ISV Package for Microsoft Dynamics 365 for Finance and Operations

AXDeployableRuntime_10.0.0.2022062801.zip


Deployment Instructions

Step 1: Create and deploy an all-in-one deployable package

You should NOT deploy this package directly into your Microsoft Dynamics 365 F&O environment, but instead create and deploy an all-in-one deployable package first that contains any other customization packages and ISV packages you may already have + the new Xpertdoc Smart Flows package. Please follow instructions on https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-tools/aio-deployable-packages to create and deploy such an all-in-one deployable package.


Step 2: Reconfigure connector

After you have deployed the all-in-one deployable package, re-configure the Microsoft Dynamics 365 F&O connector of your project in the Xpertdoc Smart Flows project console. To do so, navigate to Control Panel > Connectors. Select the Microsoft Dynamics 365 F&O connector and choose the Configure option from the navigation menu. A connector configuration wizard guides you through the step-by-step process of configuring the connector. Please make sure to let the connector setup wizard create the Xpertdoc Smart Flows configuration record in Microsoft Dynamics 365 F&O automatically. This configuration record contains the necessary information to point your Microsoft Dynamics 365 F&O instance to this Xpertdoc Smart Flows project. Verify that the connector setup completes successfully showing a success message.


Step 3: Assign Xpertdoc Smart Flows security roles and sync users

The Xpertdoc Smart Flows ISV package adds three security roles with cascading permissions to the role-based security mechanism of Microsoft Dynamics 365 F&O. There is an Xpertdoc Smart Flows Administrator role, an Xpertdoc Smart Flows Designer role and an Xpertdoc Smart Flows user role. Assign at least one of these roles to every user that should be allowed to execute flows. Please refer to https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/tasks/assign-users-security-roles for more information on how to assign security roles. For an overview of the permissions of each role please refer to https://kb.xpertdoc.com/display/UM/Users.


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We will be transitioning to a new and improved knowledge base in the near future. Stay tuned here for updates as we prepare for launch.