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CRM opportunity issue RRS feed

  • Question

  • Hi,

    I am using microsoft dynamics crm. I am just now started with crm. Now i am facing problem with opportunities view. I am inserting image of that problem. I have created a view as xyz opportunity. I am system admin and my colleague is a salesperson. So when i open the xyz opportunities thn there is not a single record and in salesperson she can see 4 records. Please suggest on this.

    Thank you,

    Saturday, March 2, 2013 8:38 AM

All replies

  • Hi Tech_GR

    I think she can view her records and there is no record created by you. Please check if some filter is applied on this xyz opportunities view.

    If you don't know how to edit view then :

    Go to settings, customizations and go to view. There you can edit this xyz opportunities view.

    ------------------------

    Ali Hassan

    Friday, February 6, 2015 1:30 PM