Customer Engagement & Dynamics CRM Forum

Business Process Flow - Missing on Opportunity Entity

  • 1.  Business Process Flow - Missing on Opportunity Entity

    Posted Dec 12, 2019 04:25 PM
    Hey there,

    We recently migrated to online from 2016 on-prem. Overall it was successful but running into a few odd things so huge thank you in advance to the community because we have been and likely will continue to rely on all of your expertise!

    We are seeing some Opportunities that are missing the BPF.
    - We only have one BPF for this entity
    - It's Activated in the solution
    - The Opportunity is the entity chosen in the BPF
    - Security Roles are enabled for it
    - Seeing this issue on both IE and Edge
    - Issue is random
    - When I go into an affected opportunity > Process > Switch Process > choose BPF (it states Not Started), the BPF then shows up on the form.
    - Seeing this on opportunities that we migrated in
    - Side note: also experiencing an issue with migrated opportunities where the status changed to Active but the Actual End is 1st day of migration. I'm mentioning this because the two issues could be related.

    I'm wondering if there is a way I can search for the opportunities that do not have an Active BPF and if there is a way to re-enable in bulk.

    I hope that makes sense! Thank you!

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    Tamara Sayer
    Implementation & Adoption Analyst
    Synergy Credit Union
    Lloydminster SK
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    Conference-CRMUG_200x200


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