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Customer experience | Sales, Customer Insights,...
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Business Process Flow missing on some opportunity records in Dynamics 365

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In Dynamics 365, I am facing this scenario where Business process plow (i.e. Lead to Opportunity process) is missing on some opportunity records. When I searched the same record through advanced find, the records was not created for the BPF. We have recently migrated from CRM 2013 to Dynamics 365 and started facing this intermittent issue. Please help.

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  • Steveeluc Profile Picture
    112 on at
    RE: Business Process Flow missing on some opportunity records in Dynamics 365

    We too are seeing a sporadic issue of Opportunity records getting created without a corresponding BPF.  Year to date we have had 8 opportunity records created with a missing BPF record.  We only have one BFP for our Opportunity, and do not use the qualification of a lead into an opportunity.  Our environment, in that regard, is about as clean of one as possible.

    Our most recent took place this week when a user noticed it and brought it to our attention.

    The day of the week and time of the day are all over the board, so we eliminated timing of integrations as a possible cause.  No system job or plug-in trace log entries to be of help, either.  Opportunities created right before and right after the failed one are handled properly, so it isn't a burst of failures at the same time.

    Users who have the "failed" opportunity records have had numerous successful Opportunity records added with BPF, so it is not a security issue. 

    We are online, have begin life there so there isn't a migration/legacy system influence involved.

    As a safety net, I am thinking about a workflow that is triggered on create that has a brief wait period and then check if the sales pipeline field (whichever one it is that the BFP syncs up to) does not contain data to fire off an email message for immediate heads-up.  I really, really hate the idea of adding this overhead to be a safeguard against functionality that D365 should have been build to be fail-safe.

    Steve

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    StefanS365 Profile Picture
    3,575 Most Valuable Professional on at
    RE: Business Process Flow missing on some opportunity records in Dynamics 365

    Hi there,

    Business Process Flows have their own entity in Dynamics 365, compared to CRM 2013. You should add the necessary privileges to the (custom) security roles of your users, or else they will not be able to create them and miss them like you do. See here for more info: Business process flow privileges

    There is a handy XrmToolBox plugin to add/set the BPF on existing records, it helped me saving time/stress.

    BPF Manager

  • Steveeluc Profile Picture
    112 on at
    RE: Business Process Flow missing on some opportunity records in Dynamics 365

    Update: we received a notice from Microsoft that this is a known issue and to contact Support to work through a fix.  Haven't had a chance to do that yet, but at least there is a light at the end of the tunnel with this mystery.

  • Yki Profile Picture
    5 on at
    RE: Business Process Flow missing on some opportunity records in Dynamics 365

    Hi, has Microsoft solved this issue already? Our system has the same issue too. :(

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