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Resolving issue with Account Owner and Reparenting settings in CRM 2011

ccaines
ccaines asked
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Last Modified: 2012-08-13
Hi, I seem to be stuck in limbo with the way CRM reparenting works. Lets assume I'm working with Opportunities and Accounts as the two entities.

I understand that if you have Reparent set to "Cascade All", then when you change the Parent account for an Opportunity, the existing Account owner can then see all the opportunities which have his account as the newly assigned parent (by creating an entry in the POA table)

However, when the Account owner is changed on the Account, due to the reparent event not triggering the new Account owner cannot see the Opportunities. (Obviously if we can manually reparent all the opportunities, the event triggers, but this is impractical).

We have Assign set to Cascade None on the Account entity as we do not want the owners of the Opportunities changing when the account owner changes, we simply want the new Account owner to be able to see all Opportunities under Accounts that they own.

We cannot increase the security rights to opportunities for the Account Owners as they only get rights to see their own opportunities, or those on Accounts that they own.

I'm stuck as how to explain to the business that you can only have an Account Owner seeing all opportunities on their account "in certain situations" and am racking my brains trying to find a solution to this. Is this simply just a case of 'that's how it is' or am I missing something?

Many thanks.
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