MS Dynamics CRM keep a copy of jobs and opportunity after assigning -
as default in crm while assigning account account entire account job , opportunities moved , i'm not able view in account.
while sharing account details shared no job , opportunity. requirement while assigning should have copy of account.
please help.
so not entirely clear asking here. i'm assuming:
- you have security model records, e.g. accounts, activities, , opportunities segregated owner.
- you want assign account child activities , opportunities owner. whilst original owner still maintains access account.
couple of options:
- change security model remove segregation entirely.
- implemented security model shared team, users want share records assign records to.
- after assigning account, share original user. (this manual, or automatic customisations). extensive user of sharing can cause performance issues should into.
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