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Business Process Flow saying I don't have an account record when I do

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Posted on by USA80

Why would this keep saying this message?

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Community Member Microsoft Employee on at

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RE: Business Process Flow saying I don't have an account record when I do

Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks in advance!:)
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Community Member Microsoft Employee on at

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RE: Business Process Flow saying I don't have an account record when I do

Hi USA80,

The BPF can across multiple entities, the first stage is locked to the primary entity(the entity you selected when creating the business process flow), you can add other entities to other stages.

Based on your screenshot, the entity for your next stage is Account.

So you need create one new record or use one existing record for the account entity, which can make you move to next stage.

You can refer following links for more details:

Dynamics 365 Multi Entity Business Process Flows | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview?view=op-9-1#multiple-entities-in-business-process-flows

Creating a Business Process Flow for multiple entities | It Ain't Boring (itaintboring.com)

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