Why Your Dynamics 365 Business Process Flow Not Showing and How to Resolve It

If your Dynamics 365 Business Process Flow (BPF) is not show any information, it is usually caused by issues such as the BPF not being activated, not being included in the correct app or insufficient user security roles. In some cases, specific records may become stuck due to corrupted or outdated BPF instances. These issues can often be resolve by verify the BPF activation status, ensuring it is added to the app assigned to the user’s role, checking security permissions and delete problematic BPF instances from the related BPF entity. If the specific records not showing the BPF there might be a corrupted BPF instance try deleting that instance from the BPF entity. In this blog you will learn about what is Dynamics 365 Business process Flow, common reasons and steps to fix in detail.

What is Dynamics 365 Business Process Flow?

The Dynamic 365 Business Process Flow is basically a visual guide that helps users navigate and complete standardized business processes like sales or customer services. It ensures consistency, improves data quality, and reduces training time by providing on-screen guidance for complex workflows. Dynamics 365 business process flow does not perform tasks automatically but guides users to follow the right steps in processes like sales, service, or other business operations.

Key Features

• Visual Guidance: Displays a clear linear path with stages and steps across the top of a record.
• Customization: Easily build and modify flows using a drag and drop interface which defines stages and steps.
• Process Consistency: Ensures all users follow the same procedure to reduce and improve the process quality.
• Security & Roles: Assign BPF to specific security roles to control who can see and use them.
• Process Tracking: Includes timers to show how long a record has been in a particular stage.

Common Reasons why Business Process Flow Is Not Showing

Below we explain some common reasons why Dynamics 365 business process flow is not showing.

• Wrong Entity Selected: A business process flow is linked to a specific table or entity. If the flow is created for a different entity than the one you are working on, it will not show up.
• User Does Not Have Required Security Role: Users must have the correct security role to see a Business Process Flow. If the role does not include access to the BPF or the related entity then the flow will remain hidden.
• Business Process Flow Is Inactive or Disable: If the BPF was deactivated or turned off later, it will no longer show on records.
• Cache or Browser Issue: Sometimes the issue is not with the system but with the browser. So clearing the browser cache or refreshing the page often fixes the problem.
• Is Not Activate: If the BPF is still in Draft mode then it will not appear on any record. The flow must be activated before users can see or use it.
• BPF is Not Assign to the User: Sometimes the BPF is limited to certain security roles. If your role is not included, the flow will not appear even if it is active.

Steps to Fix Dynamics 365 Business Process Flow Not Showing Issues

To fix BPF (Business Process Flow) not showing in Dynamics 365 check the security roles and updates for BPF access and app settings in the App Designer to ensure the BPF is added and published.If the issue still persists for the existing records you might need to adjust the BPF order , delete/reactive specific BPF instances or even the address potential.

Check The App Designer

• Go to Power Apps.
• Open the app.
• Select BPF (Business Process Flow).
• Ensure the BPF you need is added and published in the app.

Verify The Security

• Go to Advanced Settings.
• Open security role and check privileges for the process table or BPF’s entity.
• Ensure users have sufficient read, write and append access.

Check the BPF Activation & Conditions

• Go to settings → Processes.
• Confirm BPF is in Active State and linked to the correct entity.
• If you have multiple BPF then ensure the correct BPF is activated.

Check the Process Sessions for Records

• Open records.
• Go to Related → Process Sessions.
• Check if the BPF session is failed, stuck or inactive.
• Delete or reactivate the session if required.

Advanced Recovery Methods for Dynamics 365 Business Process Flow Not Displaying

The Advanced Restoring techniques for Dynamics 365 Business Process Flow not showing involves checking the security roles and confirming the BPF is included in the specific app and in advanced cases using tools like Monitor or Xrm tool box to fix the issue.

Specific Records and Corrupted Entries: IF BPF appears for new records but not old ones there might be a corrupted instance find and delete it.

• Open the affected record.
• Go to Related → Process Sessions.
• Identify any failed, canceled, or inactive BPF sessions.
• Delete the corrupted session or allow Dynamics 365 to create a new one.
• This is a very common and valid fixing technique.

Theme Issues and Customization: Custom themes or heavy UI customizations can cause display issues where the BPF appears missing. Checkout the updates to your theme and update them.

• Test the record using the default theme.
• Check for recent themes or form customizations.
• Publish changes and clear browser cache.
• This issue is rare but real, especially after UI updates.

Monitor Tool: Use monitor tool to diagnose deeper issues with the BPF’s execution.

• Detecting BPF execution failures.
• Identifying permission or runtime errors.
• Tracking form load and process-related issues.
• Monitor does not fix the BPF directly, but it helps identify the root cause so you know what needs to be corrected.

Preventive Tips for Microsoft Dynamics 365 Business Process Flow Not Showing

To prevent Dynamics 365 Business Process Flows from not showing ensure correct security roles and BPF’s explicitly in the App Designer define proper and clear BPF stages/conditions to avoid creating the duplicate BPF’s use power automation for complex assignments which focuses on mainly record creation.

Configuration Steps

• Add to App Module: Add your BPF in Power Apps App Designer under the BPF component.
• Security Roles: Grant users with Read/Write access to the BPF.
• BPF Configuration: Verify BPF’s stages and steps.
• Entity Association: Ensure BPF is associated with the correct primary entity.

Data Management

• Switch Process: Manually assign the correct BPF to the records.
• Advanced Finding: Use Advanced Finding to locate the correct records.
• Power Automate: Create flows automatically and attach the correct BPF record.
• Data Alignment: Check for the missing data in the required fields within the BPF.

Conclusion

In conclusion, we hope this blog helps to understand Dynamics 365 business process flow not showing easily. When Dynamics 365 BPF (Business Process Flow) is not showing the conclusion to it is usually a configuration issue that is related to security roles and the app design. Ensure the BPF is enabled in the default form that the user is viewing and that the record meets any conditional logic. The BPF must be activated and correctly assigned to the entity.