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:

  1. change security model remove segregation entirely.
  2. implemented security model shared team, users want share records assign records to.
  3. 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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