1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Flows

Review organization definitions
Activity Flow

Review or set up the organization-related definitions that are available to the relevant solutions.

Architect Architect Start Start Set up roles Set up roles Define the roles in your solution. A role is a business function that is done by a person. You can distinguish between two types of roles: Organizational roles: the lowest tier on the organization model. Functional roles: business processes are done by the organization to produce products or services for its customers. The horizontal flow of the process is divided into activities, which can be further divided into more detailed activities. Roles are assigned to these detail-level activities to reflect individual process responsibility and accountability. You can use security roles as defined in the security configuration in the System administration module or create roles in RapidValue. Procedure 1. Click Business process modeling. 2. Click the Roles tab. 3. Click Add. 4. Sub-task: Add security role from System administration. 5. On the Roles tab, in the Area field, enter or select a value. 6. In the list, find and select the desired security roles. Note: On add, a RapidValue role is created which is linked to the security role. 7. Sub-task: Add RapidValue role. 8. You can create a role in RapidValue. Click the New tab. Note: You either select security roles or create a role in RapidValue. You cannot do both in one go. 9. In the RoleId field, type a value. 10. In the Description field, type a value. 11. In the Area field, enter or select a value. 12. Click OK. Set up skills Set up skills A skill represents a specific skill, experience, education, or training that a person can have. You can use skills to make assigning people to roles easier and more structured.You can use skills as defined in the Human resources module or create skills in RapidValue. Procedure 1. Click Business process modeling. 2. Click Skills. 3. Click Add. 4. Sub-task: Add skills from human resources. 5. In the Type field, select an option. 6. On the Skills tab, in the list, find and select the desired skills. 7. Sub-task: Add RapidValue skill. 8. You can create a skill in RapidValue. Click the New tab. Note: You either select skills from the Human resources module or create a RapidValue skill. You cannot do both in one go. 9. In the SkillId field, type a value. 10. In the Description field, type a value. 11. In the Type field, select an option. 12. Click OK. End End

Activities

Name Responsible Description

Set up roles

Architect

Define the roles in your solution.

A role is a business function that is done by a person. You can distinguish between two types of roles:

  • Organizational roles: the lowest tier on the organization model.
  • Functional roles: business processes are done by the organization to produce products or services for its customers. The horizontal flow of the process is divided into activities, which can be further divided into more detailed activities. Roles are assigned to these detail-level activities to reflect individual process responsibility and accountability.
You can use security roles as defined in the security configuration in the System administration module or create roles in RapidValue.

Set up skills

Architect

 		A skill represents a specific skill, experience, education, or training that a person can have. You can use skills to make assigning people to roles easier and more structured.
You can use skills as defined in the Human resources module or create skills in RapidValue.

Activities

Name Responsible Description

Set up roles

Architect

Define the roles in your solution.

A role is a business function that is done by a person. You can distinguish between two types of roles:

  • Organizational roles: the lowest tier on the organization model.
  • Functional roles: business processes are done by the organization to produce products or services for its customers. The horizontal flow of the process is divided into activities, which can be further divided into more detailed activities. Roles are assigned to these detail-level activities to reflect individual process responsibility and accountability.
You can use security roles as defined in the security configuration in the System administration module or create roles in RapidValue.

Set up skills

Architect

 		A skill represents a specific skill, experience, education, or training that a person can have. You can use skills to make assigning people to roles easier and more structured.
You can use skills as defined in the Human resources module or create skills in RapidValue.
Related to Notes

Review organization definitions

 		 

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