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Opportunities not showing in Owners "My Open Opportunities" View

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Posted on by Community Member Microsoft Employee

We have a user that has 4 Opportunities showing in her "My Open Opportunities" View, however, she actually has 25 Open Opportunities in the system.

I have confirmed that she is the record Owner on all the Opportunities, and that the filter criteria for the the "My Open Opportunities" view is as follows.

Owner - Equals Current User
Status Equals Open

Yet she still doesn't see the remaining records.

Is there something else that I should check?

Thank you,

Brianna

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Community Member Microsoft Employee on at

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RE: Opportunities not showing in Owners "My Open Opportunities" View

It turns out she didn't have a security role assigned. She was in a team, business unit etc and had all the proper shares but not role.

It's working now!

Thank you for your help.

Brianna
Community Member Microsoft Employee on at

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RE: Opportunities not showing in Owners "My Open Opportunities" View

Hi Tom,

She is using the system view.
Community Member Microsoft Employee on at

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RE: Opportunities not showing in Owners "My Open Opportunities" View

Hi Tom,

Thanks for the suggestion. Checking now.
Community Member Microsoft Employee on at

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RE: Opportunities not showing in Owners "My Open Opportunities" View

Hi Guido,

Yes, that's correct.
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ThomasN 3,190 on at

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RE: Opportunities not showing in Owners "My Open Opportunities" View

Hi Brianna,

I have seen where a user has created a personal view with the same exact name. Make sure she is using the system view. Let me know how far this gets you.