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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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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

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

    Hope this helps.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    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.

  • Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    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.

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