Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Business Process Flow doesn't show in some Opportunities

(0) ShareShare
ReportReport
Posted on by 15

Hello,

at the moment I have an error in my CRM System. It doesn't show the Business Process Flow for some opportunities like here:

pastedimage1631000344098v1.png

But shows it for others:

pastedimage1631000472205v2.png

Things I checked:

- it's the same form

- The Business Process Flow doesn't exist and can't be changed in the one and does exist and can be changed in the other one

- Owner is the same Person

I would appreciate your help :)

  • Nya Profile Picture
    29,050 on at
    RE: Business Process Flow doesn't show in some Opportunities

    Hi,

    So has it been deactivated?

    Can you see the BPF when you create a new opportunity record?

  • Mustafa Ulus Profile Picture
    15 on at
    RE: Business Process Flow doesn't show in some Opportunities

    Hey,

    the BPF itself hasn't been deleted, but it's also not in the record.

    Also the security roles hasn't been changed for BPF.

    What I'm gonna do, is to set the "processid" to the BPF I want.

  • Nya Profile Picture
    29,050 on at
    RE: Business Process Flow doesn't show in some Opportunities

    Hi,

    I assume that it is caused by the following two scenarios, since I noticed that the 2nd stage in your 2nd screenshot has been active for 122 days and 23 hours.

    1. The BPF itself has been deleted or removed from the app.
    2. The security role for the BPF has been changed.

    Please check if this BPF will be displayed when you create a new opportunity record.

    pastedimage1631007753227v1.png

    I have tried to deactivate the BPF - Opportunity Sales Process in Settings > Processes.

    pastedimage1631007574228v2.png

    Its deactivation does not affect the display of records that have already been processed by this BPF, but records after this point will no longer display this BPF.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans