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BPF is not available on Opportunity after qualifying Lead

Posted on by 685

Hi community,

After upgrading an environment to v9.0, BPF is not available on opportunity after qualifying lead. Please suggest the solution.

Regards,

Hardik Chauhan

*This post is locked for comments

  • Suggested answer
    chauhanhardik Profile Picture
    chauhanhardik 685 on at
    RE: BPF is not available on Opportunity after qualifying Lead

    in my case, when instance is upgraded to v9.0, I found that in BPF there is no field selected in relationship field. Refer below screenshot:

    1057.BPF.png

    Regards,

    Hardik Chauhan

  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
    RE: BPF is not available on Opportunity after qualifying Lead

    Hi,

    Please check these articles-

    blogs.msdn.microsoft.com/.../how-to-determine-which-business-process-flow-bpf-instance-is-shown-when-a-record-is-opened-2

    Read a little bit on Dynamics 365 BPF, it kind of different compare to previous version.

    alexmscrm.blogspot.my/.../dynamics-365-business-process-flow-and.html

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BPF is not available on Opportunity after qualifying Lead

    Hi,

    Have you found a solution for this?

    I am also facing same issue.

    Kindly reply.

    Regards,

    Anu

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BPF is not available on Opportunity after qualifying Lead

    Next I'd try deleting your cache and cookies in your browser. If it is still not working I'd create a copy of the BPF using the save as option. Change the order process flow to the make the copy show first and activate it.

  • chauhanhardik Profile Picture
    chauhanhardik 685 on at
    RE: BPF is not available on Opportunity after qualifying Lead

    I have tried the same, but that also not worked.

  • chauhanhardik Profile Picture
    chauhanhardik 685 on at
    RE: BPF is not available on Opportunity after qualifying Lead

    I'm logged in as System Admin and still facing the issue.

  • gdas Profile Picture
    gdas 50,085 on at
    RE: BPF is not available on Opportunity after qualifying Lead

    In addition to security role check , deactivate and activate business process flow again.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BPF is not available on Opportunity after qualifying Lead

    Had the same issue after upgrading.  The problem for us was the security role had its permissions removed for all system defined BPF's after the upgrade.  If you look at your security role you should see a tab called "Business Process Flows". Check to see if your user role has permissions to your defined Lead to Opportunity business flow process. If it doesn't it won't show up on the form.

    If you are like us trying to add the permissions will result in an error. If this is your issue let me know and I'll post a couple workarounds ...

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