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Microsoft Dynamics CRM (Archived)

Opportunity records for another owner

Posted on by 45

Hello,

i have two owners one of the owner can see two records for the other owner. i really don't know why. Regarding the security the owner has just access to his records.

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  • Suggested answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,725 User Group Leader on at
    RE: Opportunity records for another owner

    Is the account shared? Depending on your cascade rules between account and opportunity sharing and unsharing the account would cascade down to the opportunity.

    Note: Out of the box the cascade will be defined as parental which would cascade to opportunity.

  • IbrahimOweidat Profile Picture
    IbrahimOweidat 45 on at
    RE: Opportunity records for another owner

    both users are in one team same team with no role for it. i noticed something that the two records are for the same account. the opportunities are not shared.

  • Suggested answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,725 User Group Leader on at
    RE: Opportunity records for another owner

    The most likely reasons are that one if the users is a member of team. And that team has a security role that gives them  access. The other likely reason is that the opportunity has been shared with the second user.

    If you use access teams, also check to see if these are correct. And that the second user isn't incorrectly listed in the access team on the opportunity.

  • Maksym Tomyn Profile Picture
    Maksym Tomyn 30 on at
    RE: Opportunity records for another owner

    Hello,

    Maybe owner shared records

  • Suggested answer
    Tushar2016CRM Profile Picture
    Tushar2016CRM 1,130 on at
    RE: Opportunity records for another owner

    HI

    Check if the User (Owner) is a part of another team which has access to other Oppty records . Or the Owner might have shared the records with the other user .

    You can check if there are any other security roles assigned to the user which might have higher priviledges to view others records ,

    Thanks !

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