web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lead to Order Process ...
Customer experience | Sales, Customer Insights,...
Answered

Lead to Order Process Switching uncontrollably

(0) ShareShare
ReportReport
Posted on by viet561995 194

Hi Community,

I've encountered a strange issue with our Lead to Order Business Process Flow (BPF).

Here's the scenario:

  • Users start with a Lead.
  • Everything works as expected when using the BPF when qualifying the Lead as an Admin user. The BPF continues smoothly through the Lead to Order stages. 
  • However, for non-Admin users, qualifying the Lead triggers an unexpected switch to the Opportunity to Order BPF which creates confusion. 
I've already tried to clone the rights for users using the Sales Manager right & update the priviledge but haven't fix the issue yet.

Any insights or suggestions on how to fix this unexpected BPF switch would be greatly appreciated!

I have the same question (0)
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Hi，
     
    Does the user have full access to the Lead to Order Process entity in his assigned Sales Manager security role?
    In my testing, after qualifying the lead, the user with the security role Sales Manager enters the Business Opportunity entity and the BPF is still Lead to Order Process.
     
    Best Regards,
    Dengliang Li
     
  • Verified answer
    viet561995 Profile Picture
    viet561995 194 on at
    Thanks for the tip,
    After figuring out for a while i found out that when switching from Lead to Opportunity, users require the Read Priviledge to the workflow entity to continue using the Lead to Order BPF.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 73 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans