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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Qualifying from Lead t...
Microsoft Dynamics CRM (Archived)

Qualifying from Lead to Opportunity - Business Process Flows

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Posted on by Community Member Microsoft Employee

Version: Dynamics 365 (Online)

"Business Rules" are set to Entity-wide.

Good afternoon all,

I'm currently using the "Opportunity Sales Process" Business Process Flow (BPF) on the "Opportunity" entity and it is working perfectly with the business rules that I have created. However, when using the "Lead to Opportunity Sales Process" BPF, upon qualifying a lead into an opportunity, the Opportunity entity business rules do not work with this BPF.

Thanks in advance,

Chris

*This post is locked for comments

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualifying from Lead to Opportunity - Business Process Flows

    Thanks everyone for their support. I've managed to solve this myself.

    One of the fields within the business process flow was not on the form itself... doh!

    Thanks again.

  • Inogic Profile Picture
    Inogic 438 on at
    RE: Qualifying from Lead to Opportunity - Business Process Flows

    We assume you had set the scope of your business rule as “Entity”.

    I created a business rule at the opportunity at entity level to set “Purchase Process” field of “Qualify” stage, with value “committed” when “Account” field contains Data. It worked for an opportunity in opportunity sales process and lead to opportunity sales process. However the result could be seen in opportunity sales process, but for the second scenario, the result was visible when I tried to search that opportunity which got created from qualifying a lead, in advance search. And that was because for opportunities created from lead, the moment you click on “qualify” stage it takes you to the form of lead from which the opportunity was created and there also “Purchase Process” exists. But the difference is the field visible in lead form belongs to lead entity and as I wrote business rule related to “Purchase Process” field of opportunity entity, the same “Purchase Process” field was shown null in lead.

    So the conclusion is business rules are fully dependent on entities. And here, fields in lead to opportunity sales process belong to lead entity and the fields in opportunity sales business process belong to opportunity entity. Hope this helps.

    If this answered your question, please make sure to Mark this as an Answer.

    Thanks!

  • Suggested answer
    MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Qualifying from Lead to Opportunity - Business Process Flows

    This seems to be a problem at Microsoft's end.

    The following thread also discusses it

    community.dynamics.com/.../217471

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