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Microsoft Dynamics 365 | Integration, Dataverse...
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can't see lead to opportunity flow

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Posted on by 226

User can't see the lead to opportunity process flow. Saying user has insufficient permission to access this records. Is there a security role that would open up access best? 

  • Suggested answer
    Qingqing Xin Profile Picture
    Qingqing Xin on at
    RE: can't see lead to opportunity flow

    Hi TechScout17,

    Here you can update your security roles and set read permissions for lead to opportunity sales process and activate business process flows.

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    2626.Picture7.png

    Here are specific explanations for each level of access:docs.microsoft.com/.../security-roles-privileges

    Regards,

    Qingqing Xin

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: can't see lead to opportunity flow

    Hello,

    I would recommend updating the security role that the user uses and including read permission for the mentioned  business process flow entity.

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