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BPF's not showing in Unified Interface

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  • 1.  BPF's not showing in Unified Interface

    TOP CONTRIBUTOR
    Posted Jun 26, 2019 05:58 AM
    Hi all,
    We're on Dynamics 365 Online CE v9x and are testing the new Unified Interface.  When I create an opportunity I get the following Unable to switch to new business process flow message and the BPF that is displayed is the out-of-the-box Opportunity Sales Process which we don't use.


    When I go to Process > Switch Process...

    ...the only BPF listed is Opportunity Sales Process.


    No BPF's are listed in Archived Processes...


    Here is the Order Process Flow for the BPF's...


    I've deactivated all the Opportunity BPF's apart from Product Selling Sales Pipeline and still get the same Unable to switch to new business process flow message as well as no BPF showing on the Opportunity form.

    I've compared the Product Selling Sales Pipeline and Opportunity Sales Process BPF's and can't see any obvious differences in how they are set up.

    The only thing I can think of is that it might be the way the Category's are set up but this might be a red herring.


    Has anyone come across this or have any ideas what might be going on?

    Thanks.

    #CustomerEngagement #Sales​​​

    ------------------------------
    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
    ------------------------------


  • 2.  RE: BPF's not showing in Unified Interface
    Best Answer

    TOP CONTRIBUTOR
    Posted Jun 26, 2019 10:07 AM
    @Mark Aston - Since you are using the new UI, be sure the BPF has been added to the model-driven app. Navigate to Settings/Customizations/Customize. Scroll down on the left-hand side to the option of Model-Driven Apps. Open the "Sales Hub" app. You should see a tile for Business Processes. Make sure the second BPF has a checkmark. If not, check it, then Save and Publish.

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 3.  RE: BPF's not showing in Unified Interface

    TOP CONTRIBUTOR
    Posted Jun 26, 2019 11:10 AM
    Great!  Thank you @Aaron Back, MCSE​​, BPF's are now displaying.  Appreciate the quick reply.

    ------------------------------
    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
    ------------------------------



  • 4.  RE: BPF's not showing in Unified Interface

    TOP CONTRIBUTOR
    Posted Jun 26, 2019 11:15 AM
    @Mark Aston - Glad to help! If you don't mind, can you mark my response as "Best Answer" to help others with a similar issue? ​

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 5.  RE: BPF's not showing in Unified Interface

    TOP CONTRIBUTOR
    Posted Jun 26, 2019 11:23 AM
    Sorry, I liked your message but couldn't remember if there was something else.  Found the Best Answer option now.  Will remember to do this in future.

    Thanks again.

    ------------------------------
    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
    ------------------------------



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