Dynamics Community Forum Thread Details

Lead to Prospect Workflow - Cannot find record to be updated

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;