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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
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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:
Regards,
Hardik Chauhan
Hi,
Please check these articles-
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
Hi,
Have you found a solution for this?
I am also facing same issue.
Kindly reply.
Regards,
Anu
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.
I have tried the same, but that also not worked.
I'm logged in as System Admin and still facing the issue.
In addition to security role check , deactivate and activate business process flow again.
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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