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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Leads created by Clone...
Customer experience | Sales, Customer Insights,...
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Leads created by Clone Record workflow are missing Business Process Flow

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Posted on by Kate Young 2

Hello,

We have a business requirement to enable the users to clone a lead record. One condition to this requirement is that we use OOB feature (no coding). After some research, I built a on-demand workflow (runs on the background) using the msdyncrmWorkflowTools (1.0.61.1) plug-in as follows:

pastedimage1630417169223v1.png

This works great, copying the lead record as it is supposed to. However, the problem is, all of these leads created by this workflow are missing the Lead to Opportunity Business Process Flow. When I select [+New], the new lead form will pull the business process flow without any problems. It seems to miss the BPF only for the leads that are created (cloned) by this workflow?

Can anyone have any insight to this? 

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    On-demand process is limited to the user's privileges and access levels who run it. If the user doesn't have create Lead to Opportunity Business Process Flow permission, it would perform like you described.

    When you run the workflow, the BPF is missed too?

  • Elangamban Profile Picture
    Elangamban 445 on at

    I am also having the same problem. We are using a workflow to copy data from existing records and passing it to new records, along with that we are passing stage id of the business process flow. It used to work earlier but now, retrieving stage id option is deprecated. Any alternate solution?

    Microsoft article: docs.microsoft.com/.../important-changes-coming

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