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Microsoft Dynamics CRM (Archived)

Preventing Marketers from closing opportunities that they don't own?

Posted on by Microsoft Employee

I'm trying to figure out a way to prevent marketers from closing other marketers opportunities that they don't own?  Would this be security role privilege?  Or would I need to write a script that prevented other marketers that don't own the opportunity to not be able to select the reopen/close opportunity button?

Thanks! 

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  • Inogic Profile Picture
    Inogic 24,094 on at
    RE: Preventing Marketers from closing opportunities that they don't own?

    You can achieve this using security roles.

     

    You just have to set the Write permission of Marketing Person’s Security Role to “User” level as shown in below screenshot.

    SANKET.png

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Preventing Marketers from closing opportunities that they don't own?

    Create a real time workflow

    Run on status change

    Check conditions

    If opportunity status equals closed and

    Owner doesn't equal modified by

    Cancel workflow >> set message here>> you cannot close an opportunity not owned by you

    That's it, it's done

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