web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Opportunity Close Dialog - Competitor unable to be selected

(0) ShareShare
ReportReport
Posted on by

Hi, 

I have a client who is trying to select a Competitor that they lost the Opportunity to on the Opportunity Close dialog, but the lookup is greyed out.  Any ideas on how to change this so that they can select the Competitor they lost to?

Thx in advance.  

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hello,

    Normally competitor is greyed out if you are trying to close opportunity as Won, it will enabled when Close as lost option is selected. Are you suing standard buttons to close opportunity or any customization is done there ??

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Chris,

    Also try to check the security role, Opportunity (Append & Update) and also Read & Append To for Competitor Entity.

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans