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Microsoft Dynamics CRM (Archived)

i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

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i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

if anyone know about this please help me

1.user

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2. admin

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  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

    Hi Sabih,

    you can control the records to be appearing in this view as per your need.

    you can simply add if owner = and select all the users you want ( including admin)

    but it might break if you move this view to other environment(import) - again you will have to add users.

  • account payable Profile Picture
    account payable 670 on at
    RE: i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

    Dear Rawish Kumar thank you for help me

    this is ready if i remove (owner =current user) okey every one can see but i want to do access a particular person include admin also

    it is possible ?if you know please help me

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

    Hi Sabih,

    Why do you want to change this view - if go from customization > entities > opportunity > views> "My open opportunities" > open the view and click on "edit filter criteria".

    it will have a filter as below :

    owner = current user

    status = Open

    if you want everyone to see records in this view you can remove the first condition.

    however i dont recommend doing this - since this view name itself says that it should show only opportunities owner by current user.

    using admin account you can see opportunities under other view like all open opportunities - you will be able to see that in that view.

    mark my suggestion as verified if helpful.

  • account payable Profile Picture
    account payable 670 on at
    RE: i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

    Dear Rawish Kumar ,

    Could you please advise me how to do this in crm ("owner = current user") .because am new in crm 2013

    your help highly appreciated

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: i cannot see the opportunities data view list when i login by admin ? but i can see view list when i login by user

    Hi Sabih,

    as far as i know , this view will have a condition like :

    owner = current user.

    so even if you are admin - you are not owner of the record , hence you wont see it.

    mark my reply as verified if helpful.

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