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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lead-to-opportunity ma...
Customer experience | Sales, Customer Insights,...
Answered

Lead-to-opportunity marketing sales process BPF cannot be seen

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Posted on by Earl Jan 5

Hello,

I cannot see the Lead-to-opportunity marketing sales business process flow when I am logged in to a user with Marketing Manager role.

The screenshot below is when I am logged in as System Admin

pastedimage1667535259001v1.png

This other screenshot is when I am logged in as Alans Steiner (marketing manager role assigned)

pastedimage1667535400981v2.png

I checked the security role and this is what I saw.

pastedimage1667535465079v3.png

Any idea on what I am missing?

Thank you!

I have the same question (0)
  • Verified answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 Microsoft Employee on at

    Hi Earl Jan,

    I tested this.

    pastedimage1667553402389v1.png

    And when I sign in with this user, I can see the BPF:

    pastedimage1667553466686v2.png

    Please try to click the Process button to check that can you switch BPF:

    pastedimage1667553594026v3.png

  • Earl Jan Profile Picture
    Earl Jan 5 on at

    Thank you for this, Steve!

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