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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Business Process not d...
Customer Insights - Journeys forum

Business Process not displaying in Marketing app

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Posted on by Redweb 40

Hi

We have amended the Opportunity Sales Process.   It displays in Sales Hub app but not in the Marketing app.     Can anyone tell me why this might be.

Sales.jpg

marketing.jpg

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  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Redweb,

    I also met your situation in my environment(9.1.0000.4834).

    I tried to add Opportunity Sale Process entity to site map both for Sales and Marketing App with XrmToolBox, 

    32.PNG

    opened Marketing App in App designer to confirm whether the Opportunity Sales Process has been added,

    image.png

    and confirmed the process Primary Entity is actually the Opportunity.

    process_5F00_lists.png

    but all attemps got same result as you described.  

    Then I found no elements were generated when I opened developer tool to detect BPF element in Marketing App in same form,

    32.PNG

    while relevant contents has been generated in Sales.

    Screenshot-_2800_30_2900_.png

    In my opinion, I thought it may be a bug or product design.

    Hope this could helps.

    Regards,

    Clofly

  • Suggested answer
    Christian Abeln Profile Picture
    Christian Abeln Microsoft Employee on at

    Hello Redweb, Clofly,

    thank you for this report and the feedback on this topic!

    I am recording this observation as a product bug and we will start investigating.

  • Suggested answer
    Christian Abeln Profile Picture
    Christian Abeln Microsoft Employee on at

    Hello again,

    we have been testing the behavior in a recent product build and could see that after adding the process to the application, it would be available on the opportunity entity.

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