web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Unable to 'save and cl...
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 RohitNG 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?  
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    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

News and Announcements

🚀 Season of Sharing Community Challenge Launch!
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Nagaraju_Matta Profile Picture

Nagaraju_Matta 123

#2
Hamza H Profile Picture

Hamza H 96 Super User 2026 Season 1

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 66 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans