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Customer experience | Sales, Customer Insights,...
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Urgent: Dynamics 365 sales for Revenue Error and Governance Process Issue

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Posted on by 3

Dear Team,

I have a question and would like some clarification. We have been using Dynamics 365 for Sales since 2018, along with a customized app called Ultra. Recently, we encountered an issue where the revenue for won opportunities became 0. The system also generated some customized processes for governance approval and sent them to all the approvers.

I manually fixed the issue by deactivating all the processes without knowing the cause. Later, I found out that one of our users with admin access to Power Automate created flows and added connections for Microsoft Planner, Office 365, and SharePoint. These flows appear to be the cause of the problem.

Could you please confirm if this is the case and provide any additional insights or solutions to prevent this issue from happening again?

Thank you for your assistance.

  • Hana Xue Profile Picture
    Microsoft Employee on at
    Urgent: Dynamics 365 sales for Revenue Error and Governance Process Issue
    Hi,
    Point you to the right forum: Dynamics Community Forum Thread
    Best Regards,
    Hana

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