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Customer experience | Sales, Customer Insights,...

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Editing Opportunities created by other owner.

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Posted on by Community member

Hello,
I am trying to find a long-term solution to edit the opportunities created by other owner in the following scenarios.
1. Our team consist of 4 members who creates the opportunities in CRM. If any one of the owners is on vacation, then the backup team member cannot edit the opportunities created by others (if required)
-> At present each time we have to ask for the permission to admin to edit the record. At times it takes long time to get the approval and the person is blocked.

Please let me know how we can fix the issue and unblock the backup person.

Thanks!

Aq

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Leah Ju Microsoft Employee on at

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Editing Opportunities created by other owner.

Hi Partner,

In Dynamics, we use security roles that assigned to users to control that users have different access rights to different entity records.

https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges

If you want to one user can edit other users' records, you need give higher access level:

If you don't want to customize security role, you can have each user share their records with each other:

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