Step 1: Install and Accept License
The North52 BPA solution can be downloaded from the following location:
The installation and configuration process is currently documented via the training video below:
Step 2: Configure Security Roles
As part of the installation two security roles are created within your Dynamics 365 system:
- North52 BPA - Administrator
- North52 BPA - Standard
North52 BPA - Administrator
This security role is to be assigned to any users of the system that need to perform create/update/delete operations on formulas within the system.
North52 BPA - Standard
This is the standard security role which allows users to read formula data and therefore execute formulas when an action is carried out. This security role should be assigned to all users of the system that do not have the North52 BPA - Administrator role.
Note: When a user has the System Administrator role within Dynamics 365 then there is no requirement to assign one of the North52 BPA roles.