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Customer experience | Sales, Customer Insights,...
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Lead to Prospect Workflow - Cannot find record to be updated

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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,

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