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"Switch Process" option is not visible on the Lead form.

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Posted on by CU10061541-0

Users should be able to switch between the Process One and the Process Two. Currently, the button to switch processes is not appearing on the form. Why and how I fix it. Please provide me step step guideline.

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Dynamics 365 general

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Tom_Gioielli 1,730 on at

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"Switch Process" option is not visible on the Lead form.

Check the following:

Are both BPFs active and published?

Do both BPFs start from the Lead table as the first entity?

Have both BPFs been added to the model driven app you are using?

Do users have permissions to both BPFs?

Likely the issue is one of the above. If the System Admin can switch to the second BPF but a user can't, then it is likely security related. If nobody can make the switch, then it's likely an issue of it being added to the App or a configuration issue.

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