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Business Process Flow Custom Flow Similar to Lead to Opportunity

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Posted on by AM-13040532-0

I have created a business process flow (BPF) with similar stages to the Lead to Opportunity.

I've also created new fields within Lead and Opportunity so that it can be used in the new BPF.

However, after saving, validating, activating, and assigning role to Salesperson (giving permissions to this security role), I am unable to see the new BPF when I switch process.

Here are my new steps taken to create a custom BPF:

Signed into our Power Platform Admin center
Click on our sandbox environment
Clicked on Sales Hub
Clicked on sprocket to get to Advanced Settings
Clicked on Solutions
Clicked on New Solution
Created a solution named "Test Business Process"
Opened the solution and clicked on New
Clicked on Automation > Process > Business Process Flow
Clicked new
Chose "Lead" as the Table
It opened to the BPF Designer
I created my BPF and activated
I set the permissions for Salesperson
Once completed I see the following in PowerApps (there's a Donor Lead to Opportunities Table created as well):
Just to be certain I click on "Publish all customizations" to ensure it will be available
Then I proceeded to go to Sales Hub and clicked on "Leads"
I selected a record
I proceeded to change the Process and still don't see the BPF created even if clicking on Archive Processes

I've logged into two different browsers (MS Edge & Chrome) using incognito to ensure I don't have a cache issue and still don't see our new BPF.

I had previously created another similar BPF by going to Power Platform Environment Settings and clicking on "Processes" and creating a new process and essentially going through the same process.

Build the various stages, validate, activate and assign a security role and the results were the same.

So, I just don't know why the process I created two years ago shows up when activated and this does not.

I don't know what I'm doing wrong if anything so any assistance would be greatly appreciated.

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CU15040451-0 4 on at

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Business Process Flow Custom Flow Similar to Lead to Opportunity

Make sure your Business Process Flow (BPF) is enabled and the Salesperson role has the necessary permissions. If it still doesn't appear, you should check or try creating a new BPF or checking the entity links.

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AM-13040532-0 4 on at

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Business Process Flow Custom Flow Similar to Lead to Opportunity

@Holly Huffman Good morning to you,

Thank you for your response. In doing some deeper digging what I found was the following missing when checking the dependencies for my BPF:

The dependencies on Sales Hub was missing

Went to App Design for Sales Hub, clicked on Automation and added my BPF to the Sales Hub app

Clicked on "Lead" entity > Form and dragged and dropped the BPF in the "Process" section of the form

I went back into "Processes" checked the flow and again clicked on "Activate"

Doubled checked the dependency for the BPF for my Opportunities "bfp_opportunities_..." it now showed as "Published" as before it showed as "Internal"

The question for me remains why I had to jump through all these hoops when using the out-of-the-box features with no code?

Your suggestions were equally valid, as I had done all that prior to reaching the above conclusion and now the BPF seems to work as intended.

Also, what I don't recall is if the user has completed the "Qualify" stage and clicks on "Next" what actually should be appearing?

We have to click on "Qualify" to move to the "Opportunity" stage, and while that seems logical, I'm wondering if there's something I'm missing or could do that would allow the user to move to the Opportunity stage by clicking Next.

Thank you again for your assistance and if you have answers to the above, I love to hear it.

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Holly Huffman 6,520 Super User 2025 Season 2 on at

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Business Process Flow Custom Flow Similar to Lead to Opportunity

Good morning, afternoon, or evening :) depending on your location!

It sounds like you've followed all the correct steps, but the new Business Process Flow (BPF) isn't appearing when switching processes. Here are a few troubleshooting steps to help resolve this (some of these you've done already but good to just double check AFTER clearing cache).

1. Check BPF Order

Dynamics 365 prioritizes BPFs based on their order.

Go to Advanced Settings > Processes, find your BPF, and ensure it's set as the default or higher in the order.

Try manually switching the process using Process > Switch Process in the toolbar.

2. Verify Security Role Permissions

Even though you've assigned the Salesperson role, double-check that the role has Read, Write, and Execute permissions for the BPF entity.

Go to Security Roles > Salesperson, find the Business Process Flow entity, and confirm permissions.

3. Confirm Entity Association

Since your BPF is based on Lead, ensure that the Opportunity entity is correctly linked.

If the BPF is meant to transition from Lead to Opportunity, check that the Qualify Lead process correctly maps fields.

4. Clear Cache & Publish Again

You've already tried different browsers, but also try clearing cache and cookies.

In Power Platform Admin Center, click Publish All Customizations again.

5. Check for Active Processes

Go to Settings > Processes, filter by Business Process Flows, and ensure your new BPF is Activated.

If an older BPF is still active, it might be overriding the new one.

6. Test with a Different User

Log in with a different user who has the Salesperson role and check if they can see the BPF.

If they can, the issue might be related to your user permissions.

Hope this helps!

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