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Customer experience | Sales, Customer Insights,...
Answered

How to make Business Process Flow appear in Process -> Switch Process menu

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Posted on by 35

Hi,

I have duplicated the out of the box "Opportunity Sales Process" and named the new flow as "Opportunity2Sales". I have added a new stage i.e Stage Zero into this flow and was able to activate it successfully.

However, I can't see the new process when I go into an existing Opportunity -> Process -> Switch Process. Any idea?

D365-Business-Process-Flow-Switching.jpg

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  • Verified answer
    Dennis 9IT Profile Picture
    35 on at

    Found the solution by Suku007 - community.dynamics.com/.../business-process-flow-not-appearing

    Step 1 - Go to Power Apps -> Apps. Find Sales Hub and Edit

    Step 2 - In the App Designer, click on Business Process Flow and select the new BPF. Save and Publish

    Step 3 - Clear browser cache and it should appear.

  • LuHao Profile Picture
    40,892 on at

    Hi Dennis,

    I am glad that your problem was resolved.

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