10
Hi All,
Recently I've configured a team member by referring to the Microsoft License guide. According to that, team members are not allowed to create opportunity. But my customer has a requirement to convert activity to an opportunity.
Can someone please explain me, is this possible, then how can I assign the permission correctly.
Thank you so much
Hi Adrian,
Thank you so much for your prompt reply. As you have mentioned I can create the opportunity. But my acctual requirment is providing permission to team member to only convert the activity to opportunity. They should not alow to crete or edit an opportunity.
So I just want to know how can I perform this in permission lvl.
Thank you
Hi ak_chamara,
This article explains how to convert Activities to an Opportunity, Case, Lead, or Campaign in Dynamics 365.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (