Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Unable to 'save and close' Create block of BPF entity in Workflow.

(1) ShareShare
ReportReport
Posted on by 63
 
I want to set BPF stage for existing Lead that did not have any bpf previously.
I have created a Workflow which is not allowing me to Save and Close the Create Block for Lead BPF entity. 
This Workflow is for Lead as Primary Entity.
 
 
What should be expected cause and resolution?  
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Unable to 'save and close' Create block of BPF entity in Workflow.
    Hi Partner,
    I tried to copy your workflow to get the same error, but I was able to successfully save it.
    Is the 'Lead BPF' a custom bpf that you created?
    Have you tried manually updating this bpf stage on the lead form, does it work?
    Perhaps you could try selecting a different BPF setup stage and see if the error still occurs?
    Or I suggest you create a support ticket for professional assistance following the below procedure.
    Get Help + Support - Dynamics | Microsoft Docs

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans