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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Business Process error...
Customer experience | Sales, Customer Insights,...
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Business Process error Setup

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Posted on by Nordmadr 21
Dear community,
 
We are getting an Business Process error concerning not adding a custom entity record to the lead. The Business Process fails on creating the opportunity.
 
We want to adjust the requirement for creating the opportunity and change the error message. I cannot find the requirements for creating the opportunity and this error message.  
 
Now my question is: where can I find the setup for this?
 
  
 
Kind regards,
Norman
  • Verified answer
    Nordmadr Profile Picture
    Nordmadr 21 on at
    Business Process error Setup
    In the end it was just a workflow checking whether there was a product linked via another custom entity. Could not find it because naming totally illogical. Thanks everyone for thinking along.  
  • JeroenS Profile Picture
    JeroenS 46 on at
    Business Process error Setup
    As Leah Ju mentioned, it really feels like a Workflow (process) that is throwing this error.
    Did you check the workflows for all the entities you mentioned? (lead, account, contact and opportunity)
  • Suggested answer
    Daivat Profile Picture
    Daivat 980 on at
    Business Process error Setup
    Hello Norman,
     
    As per the error message, it looks like you are qualifying the lead and it failed with the error. 
     
    I think there may be a field in BPF that is marked as required, and qualifying the lead without value in respective fields can cause such an error. 
     
    Request you to please validate the same and if this is not the case, please share complete screenshot of error message to identify the cause. 
     
    Regards,
    Daivat Vartak
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Business Process error Setup
    Hi,
    If so, I suggest you follow the steps below to create a ticket for the Microsoft Support team for further assistance.
    Get Help + Support - Dynamics | Microsoft Docs
    They have the authority to investigate the specifics of your environment.
  • Nordmadr Profile Picture
    Nordmadr 21 on at
    Business Process error Setup
    Dear Leah Ju,

    The error message is custom. However the Business Process Error is standard when qualifying the lead going througt the steps: Retrieving lead information, Creating Account, Creating Contact, etc. And it fails on Creating Opportunity.

    I have checked most workflows but could not find anything related. And I think it must be somewhere added in the standard. But where...

    Regards,
    Norman


  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Business Process error Setup
    Hi Partner,
    This doesn't seem to be an error message that comes with the system?
    As well as you mentioned that the error is related to custom entities?
    If so, check if there is a process(workflow..) or plugin associated with the current entity?
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
    a

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