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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity Record is ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Opportunity Record is limited

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Posted on by AE-29101507-0 10
The information available in the Opportunity records for our sales team is very limited. It only shows "Key Details" and "More Info" to our sales team. There are now stakeholder views, timeline, etc. for them to see. 
This information was available to them at one time but has disappeared. I have included 2 different screen shots. The screen shot is the information a salesperson can see on our team. The other screen shot is what someone with Administrative access can see. 
 
Looking for information on configuring the salespersons view to be able to see the same thing within the opportunity that our administrator can see. 
The sales person is able to see all of this information in the Accounts, Contacts screen, just not the opportunity screen. 
 
Thanks, 
Sales Member Screen.png
Administrator Screen.png
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    Could you confirm if these are the same form? Based on the headers and layout, they appear to be two different forms.
     
    Also, please check how many forms exist for the Opportunity entity and verify which forms the salesperson has access to.
  • Suggested answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,849 Moderator on at
    Hello AE-29101507-0,
     
    Based on the attached screenshots, it is clear that the user able to see different forms.
     
    You can customize/configure the system in such a way that all the users can see the same system form that will have consistence performance across the system.
     
    To configure form level security in Power Platform, you can assign a security role to a form:
    1. Sign in to Power Apps
    2. Select Solutions
    3. Open the solution you want
    4. Select a table
    5. Select the Forms area
    6. Select Form settings next to the main form you want to configure
    7. Select Security role in the left navigation
    8. Choose to set the security roles for everyone or for specific security roles
    9. Select Save and Publish
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak
  • AE-29101507-0 Profile Picture
    AE-29101507-0 10 on at
    Thank you for your responses Daivat and Amit Katariya007. 
    Amit - I would agree that the two forms look different. Based on Daivat's response I will log into PowerApps and see if that is indeed the case. When I have an answer I will let you know what I find out. 
  • AE-29101507-0 Profile Picture
    AE-29101507-0 10 on at
    I do not see any tables that reference Opportunity or a Dynamics 365 opportunity. Please advise. 
     
  • Suggested answer
    CU11100626-0 Profile Picture
    CU11100626-0 on at
    To check how many forms exist for the Opportunity entity in Dynamics 365, you can follow these steps:
     
    1. Go to Power Apps Maker Portal:
    Open the Power Apps Maker Portal and ensure you're in the correct environment.
     
    2. Navigate to Opportunity Entity:
    Go to Dataverse > Tables (or Entities in older versions).
    Search for and select the Opportunity table
     
    3. View Forms:
    In the Opportunity entity settings, go to Forms in the left-hand menu.
     
    This will display a list of all forms available for the Opportunity entity.
     
    4. Count the Forms:
     
    Each form type (e.g., Main, Quick View, Card) will be listed. You have check how many forms does you have as Main form.
     
    This process provides a clear list of all forms for the Opportunity entity and the ability to view details or edit specific forms if needed.

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