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DocuBuilder en DocuFlow zitten aan and DocuFlow are linked to Dynamics 365 Sales gekoppeld via een a service account.
Tot augustus 2022 werkt dit account nog met ‘gebruikersnaam’ en ‘wachtwoord’, waardoor dit account geen MFA mag bevatten.
Hieronder de minimale rechten van het Until August 2022, this account still works with 'username' and 'password', so this account may not contain an MFA.Below are the minimum permissions of the service account.

LezenActiviteit met gecreëerde

Rechten in Dynamics 365 Sales entiteiten (Kernrecords)Rechten

Rights

 

Account

LezenRead

Geselecteerde AccountSelected account

Contact

Lezen

Geselecteerde Contactpersoon

Klantrelaties (CustomerRelationShip)

Read

Selected contact person

CustomerRelationShip

Read

 

Entiteiten met Entity with DocuBuilder

Lezen

Entiteiten van waaruit DocuBuilder wordt gestart

Activiteit (Activity)

Maken / Lezen / Schrijven

Read

Entities from which DocuBuilder is started

Activity

Create / Read / Write

Activity with created DocuBuilder document

 

Rechten in Dynamics 365 Sales aanpassingenRechten

Rights

 

ISV-extensies       (ISV-extensions)

LezenRead

 

Entiteit                  (Entity)

LezenRead

 

Kenmerk               (Attribute)

LezenRead

 

Relatie                   (Relationship)

LezenRead