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Customer experience | Sales, Customer Insights,...
Answered

Hiding Lead to Opportunity Sales business process flow on Lead form in Dynamics 365

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Hello Community,

In Dynamics 365 (CRM), I need to keep the Lead to Opportunity Sales business process flow activated, but I do not want to show it on the Lead form. I tried removing the following permissions altogether from the security role that's assigned to the user. But the user is still seeing the business process flow on the Lead form when creating a new Lead record. What could be wrong here? Is there anything else that I might have missed? I want to mention again that I do need to keep the business process flow activated as I need it in the background that's why deactivation it is not an option. I would think I can control the visibility of this by removing the permissions from the security role, no?

pastedimage1593181675732v1.png

And insights would be appreciated.

Thank you!

I have the same question (0)
  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    Microsoft Employee on at

    Hello,

    You can check if user is part of any team and if yes, you would need to remove the permission for the BPF from the security role assigned to team. If an user has been assigned multiple security roles, do make sure that none of the security role has been granted permission to see the BPF.

  • Community Member Profile Picture
    on at

    Hi Satish,

    Thanks for your inputs. My apology I should have clarified my requirements further. What I notice is that the Lead to Opportunity Sales Process business process flow is required (i.e. it needs to be visible on the form) in order for the system to capture the value for parent contact of the lead, when converting the lead into an existing contact.

    If I deactivate the business process flow, or remove the Read permission from the user's security role so that it's not visible on the form, then when converting the lead into an existing contact, the parent contact of the lead becomes blank as the system seems to have lost that connection value.

    And in my client requirement, I need to use the parent contact of the lead value in a workflow in order to populate the contact lookup for a child entity creation when converting the lead into an existing contact.

    It's interesting why the business process flow needs to be visible on the form in order for that parent contact of the lead value to be captured, but that's the behaviour I have noticed in my testing.

    In case I might have missed anything, please let me know.

    Thank you!

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