Hello. I'm new here!
I've a problem in Dynamics 2011:
- in my organization there are 60 agents with a relative business unit (total 60 business unit).
- The agents have their own quotes and accounts. With the security role "agent", they cannot see other agents accounts and quotes.
- The only entity shared with security role in organization level is Opportunity in read and write mode. For some Company reason, the agents can see all opportunity. The agents cannot write to other agents opportunity blocked by JAVASCRIPT customations in the main opportunity form. This choice was maded to permit agents to close an opportunity if won with CRM standard procedure.
The problem is:
- Agent "A" make Opportunity "O" and a quote "Q1"
- Agent "B" make a quote "Q2" with opportunity "O" reference
- Agent "A" win the quote and want to close the opportunity.
At this point the system returns an error: "Sales Force automation error"
This is caused because the Agent "A" user trying, with CRM procedures, to close all quotes of the opportunity. But he can't manage the Q2. Q1 become "Won" but the opportunity remain open.
Exist a method (customization or not) to close an opportunity without manage quotes? Or are there other solutions?
Thank you very much
Matteo V
