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