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Lead to Opportunity Sales Process (OOB BPF) - Unable to Navigate from Lead to Opportunity RRS feed

  • Question

  • Problem Statement:

              Unable to navigate from Opportunity to Lead and vice versa throught the OOB "Lead to Opportunity Sales Process" Business Process Flow ribbon in Lead/Opportunity record.

           We've migrated these leads and Opportunity records from a different MSCRM online 2011 system into a new MSCRM 2013 online version through SSIS package.

    During migration the SSIS package sets the below attributes properly

    Lead
      Stageid
      Processid

    Opportunity
      Originating lead ID
      Stageid
      Processid

    We're unable to navigate between lead and oppotunity records on clicking the "Lead to Opportunity Sales Process" ribbon only for the migrated records. But we are able to navigate without any issues for the records that are newly created from the CRM (not migrated).

    Could anyone help us in fixing this?

    Thank you in advance.

    Madhan

     


    Regards, Madhan Kumar V

    Tuesday, January 7, 2014 2:56 PM