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When a CRM user switches to another process on the opportunity, that change does not show when a different user access the opportunity.

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Posted on by Community Member Microsoft Employee

We have Dynamics 365 online 8.2.

A user switches to a different process on the opportunity and the select process shows right ( stages and steps). When another user opens the opportunity, the process that shows is the old one. As and admin, I changed the process for several opportunities to see if that could be the issue but same problem the new process shows fine for me but not for others when they open the opportunities. Is it a kind of server cache for the user that can be clear?

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Community Member Microsoft Employee on at

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RE: When a CRM user switches to another process on the opportunity, that change does not show when a different user access the opportunity.

Thanks Alex for the article. But I do not how with that info fix me issue.
Community Member Microsoft Employee on at

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RE: When a CRM user switches to another process on the opportunity, that change does not show when a different user access the opportunity.

I tried other browser and also private mode but same issue.

Thanks Tom.
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ashlega 34,475 on at

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RE: When a CRM user switches to another process on the opportunity, that change does not show when a different user access the opportunity.

Hi,

this is by design(starting with the fall 2016 release) - have a look here:

blogs.msdn.microsoft.com/.../concurrent-business-process-flows-in-dynamics-365
TomSmelser 1,570 on at

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RE: When a CRM user switches to another process on the opportunity, that change does not show when a different user access the opportunity.

You could have a user open in a different browser to verify it is not a cache issue.