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Customer experience | Sales, Customer Insights,...
Suggested Answer

search for an opportunity

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Posted on by

Hi there

Can someone help me whit this problem:

When you search for an opportunity via its name, some corresponding opportunities sometimes do not appear in the results. It's as if the indexing of the keywords for the search was not correct, unfortunately this is random. 
The search is done via the Outlook plugin for Dynamics, to link an email to an opportunity.

Is this problem already known?
Thanks for the help

I have the same question (0)
  • Suggested answer
    Devikumari Krishna Profile Picture
    371 on at

    Hi Partner,


    The search would yield the result based on the access to opportunity records you have.  The corresponding opportunities does not appear as you might not have access to see those records.

    Please check your security role for privilege you have on opportunity entity.

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  • Community Member Profile Picture
    on at

    Hi Devi,

    Thank you very much for your answer.

    We have tested with different permissions but unfortunately the issue still exists.

    Do you have any other idea what this could be?

    It is important to know that the problem does not always occur, but only from time to time.

    Thanks for your support and have a nice day.

    Best regards

    Ilona

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