US - Ohio - Cincinnati - CRM

 View Only
  • 1.  BPF Not Updating Status

    Posted Sep 11, 2017 05:35 PM
      |   view attached
    ​​Hello Everyone!

    Looking for help on an issue my team is facing. We have a business process flow that takes our Potential Member or Partner record and creates a Contact. When the Contact record is created the Potential Member record is supposed to change its status to qualified, but the last month it suddenly stopped working. There is only the BPF that runs and no workflow that I can see. The only steps on the BPF are to check required fields are filled out, so I feel I'm missing something. I have a workflow that I've been running manually (on demand) to change the status to qualified, but I need a permanent solution. I am somewhat new to CRM workflows and BPFs so any help is appreciated.



    Kaitlin Knife
    Pharmacy Technician Certification Board
    Dayton OH

  • 2.  RE: BPF Not Updating Status

    Posted Sep 11, 2017 05:58 PM
    Kaitlin - Check the Workflow to see who the owner is. If the owner of the workflow has a disabled User Record, then this can cause the workflow to fail. I would suggest creating a CRM Service account to be the owner of the workflows.

    Aaron Back, MCP, MCP
    Sr. Microsoft Dynamics 365 (CRM) Consultant
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio

If you've found this thread useful, dive deeper into User Group community content by role