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Microsoft Dynamics CRM (Archived)

Permission to Reopen Opportunity

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Does anyone know what permission controls the ability to Reopen a closed opportunity?

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  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Permission to Reopen Opportunity

    Hi,

    Unless you have custom code in the background the performs some additional actions, the only thing that you need as Ravi responded is the Update Entity permissions. Also make sure that you have the permission set to the appropriate depth for the security role. If the ownership of the record is in a different team/business unit, and you only have Business Unit update permissions your will not be able to reopen the case.

    Hope this helps.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Permission to Reopen Opportunity

    Hi,

    You can look for these similar thread where the access is restriced without changing the update permissions.

    social.microsoft.com/.../can-i-restrict-the-ablity-to-reopen-a-closed-as-won-opportunity

    community.dynamics.com/.../135309

    Hope this helps.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Permission to Reopen Opportunity

    Hi,

    When you re-open the opportunity, it updates the state/status field so the permissions is update.

    Hope this helps.

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