Cannot close opportunity MS CRM 3.0

Posted on 2006-05-12
Last Modified: 2013-11-24
My users are unable to close opportunities - receive insufficient permissions error when the close opportunity form dialog opens. Under core records for the role they all share, they have all rights at the user level, and read rights at the BU level. I have increased all rights to Org level to try to isolate the problem, this did not correct. Any have any ideas?
Question by:thelink12
    LVL 1

    Accepted Solution

    I donno weather this is gonna help you are not...
    but i did try something

    for the opportunity, i gave the following user level rights ( under core records ) and  tried
     create, read, write, Assign,share,append.

    i got an error coz 'appendto' rights were set to "none", once i gave the 'user' level rights for 'appendto' it worked.

    so, whey dont you create one custom role an exact replica of the current role you are using and try it with a test user.
    This should help. lemme know how it is goin.

    Author Comment

    Thanks. I actually figured it out... the role must have read access to Quotes in order to close an opportunity.

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