Skip to main content

Notifications

Announcements

No record found.

Project Operations forum
Answered

Copied Security Role does not work with Lead to Opportunity Process

Posted on by 5

Hi Community ;)

we just installed Dynamics 365 Project Operations and are now testing some processes and use cases for our company.

During that, we allready copied the security role of an account manager and named it "T4M Account Manager".

After that we assigned the copied role to the Project Operations model driven app, so that the copied security role can access the app.

So far everything works fine.

But when the copied security role qualify`s a lead to create a company, contact and opportinity, the opportunity looks like this (#products):

t4m-am.jpg

When the Microsoft Standard security role of the account manager qualify`s a lead, the opportunity looks like this (#opportunity lines):

am.jpg

Has anybody a idea, why the copied security role opportunity only has "products" and not "opportunity line" ?

Think somehow the business process flow (lead - opp) is generating a wring opportunity type ?!

Categories:
  • Markus Zakoll Profile Picture
    Markus Zakoll 5 on at
    RE: Copied Security Role does not work with Lead to Opportunity Process

    Thanks a lot for your quick and perfect answer !!! :)

    Worked perfect in our test enviroment

  • Verified answer
    Juan Simon Profile Picture
    Juan Simon 996 on at
    RE: Copied Security Role does not work with Lead to Opportunity Process

    Hi Markus,

    That is the Form security setup. When you created a new role by copying it, but the Form did not get updated, so the new Role does not have access to the Project form.

    Navigate to www.make.powerapps.com and inside a Solution, Add the table Opportunity and select the Form called Project Information.

    pastedimage1674484150884v1.png

    Then select Form Settings:

    pastedimage1674484212987v2.png

    A new screen pops up and it shows what security roles can see this view. OOTB only certain Roles can see the main forms but you can also choose Everyone:

    pastedimage1674484266321v3.png

    Please, mark this as answered to help others.

    Thanks,

    https://d365hacks.com/2022/10/31/hack-7-how-to-move-from-opportunities-to-quotes-and-generate-the-estimated-profit-margin/ 

    www.d365hacks.com 

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans