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?
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?
Hi TechScout17,
Here you can update your security roles and set read permissions for lead to opportunity sales process and activate business process flows.
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.
Hello,
I would recommend updating the security role that the user uses and including read permission for the mentioned business process flow entity.
André Arnaud de Cal...
292,489
Super User 2025 Season 1
Martin Dráb
231,305
Most Valuable Professional
nmaenpaa
101,156