Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Lead to Prospect Workflow - Cannot find record to be updated

(0) ShareShare
ReportReport
Posted on by 96

Dear Team,

I have started testing the out of the box Business Process Flow within Microsoft Dynamics 365. I am using the 'Sales Team Member Unified Interface App' for testing.

Previously when I tested this as a System Admin, the process worked correctly when Qualifying a lead it created the Opportunity and continued on. When testing as a Sales Team Member with the correct security roles, I received the below errors;

- Updating Lead StatusCode

- Updating Account Information

- Copying Lead Connections

- Copying Competitor Information

When looking at the details of the stalled workflow I can see the below;

pastedimage1606306149339v1.png

"Cannot find record to be update"

I'm very confused as to why the system built status code and system built process has stalled here?

Can anyone shine any light?

Thanks,

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

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Eugen Podkorytov Profile Picture

Eugen Podkorytov 106

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 106 Most Valuable Professional

Overall leaderboard

Product updates

Dynamics 365 release plans