Step 1: Prerequisite
The user importing the North52 solution will need to have the System Administrator security role.
Step 2: Install and Accept License
The North52 BPA solution can be downloaded from the following location:
https://www.north52.com/download-solution/
The installation and configuration process is shown in the video below.
Step 3: Configure Security Roles
As part of the installation two security roles are created within your Dynamics 365 system:
- Formula Manager - Administrator
- Formula Manager - Standard
These security roles allow users to use Formulas within the system. As a requirement ALL users of the system should have at least one of these roles assigned.
North52 Formula Manager - Administrator
This security role is to be assigned to any users of the system that need to perform create/update/delete operations on North52 records (e.g. Formulas, xCache, Tests) within the system. Review details of the privileges assigned in this role.
North52 Formula Manager - 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 Formula Manager - Administrator role. Review details of the privileges assigned in this role.
Note: When a user has the System Administrator role within Dynamics 365 then there is no requirement to assign one of the North52 roles.