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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

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? 

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

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

  • Suggested answer
    Qingqing Xin Profile Picture
    on at

    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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    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.

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