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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can't Get the Lead...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Can't Get the Lead-to-Opportunity Marketing - Stage Transition Workflow to trigger

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Posted on by Boolean1 60

Using the Lead to Opportunity Marketing Sales Process (Business Process Flow), and have the associated workflow looking at that same Business Process Flow.

The workflow is activated and should trigger when the "Sales Ready" flag in the Lead associated with the Lead to Opportunity Marketing Sales Process (Business Process Flow) changes.

I've tried this several times and the workflow doesn't seam to be triggered at all. Any ideas why this workflow may not be triggering?

Thanks,

Ian2021_2D00_10_2D00_23_5F00_17_2D00_48_2D00_07.jpg2021_2D00_10_2D00_23_5F00_17_2D00_34_2D00_10.jpg

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  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi Ian,

    The update of "Sales Ready" flag is only a change to the Lead entity and will not change the process itself, so it cannot trigger the workflow.

    pastedimage1635146725512v1.png

    If you'd like to trigger the workflow with changing the field, you need to create a workflow targeting at the Lead entity.

    Or you should trigger the workflow targeting at the "Lead to opportunity" with the columns contained in the above screenshot.

  • Nya Profile Picture
    Nya 29,064 on at

    Hi,

    If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

    Image

    If there is any further doubt, please do not hesitate to let me know.

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