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reopening opportunities

  • 1.  reopening opportunities

    TOP CONTRIBUTOR
    Posted Jul 02, 2019 10:48 AM
    Does anyone know where I can go to find this role and change its permissions? Currently our sales team has ability to reopen a closed opportunity and I need to change that so only me- the admin- has that ability.
    I am not sure where to look. I only know how to add roles to a user.



    Any advice or help is much appreciated!
    thanks,

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    Heather L
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    Conference-CRMUG_200x200


  • 2.  RE: reopening opportunities

    TOP CONTRIBUTOR
    Posted Jul 02, 2019 10:54 AM
    Hello Heather,
    I'm afraid there is no separated permission for that but I have no code trick for you using workflows:
    1. Install my UWT - https://github.com/a33ik/UltimateWorkflowToolkit/releases/tag/v1.5.1.1
    2. Create real time worklfow that will handle change of opportunity's state.
    3. If state of opportunity is not "Closed" just leave the workflow execution.
    4. Add step of UWT - check for security role - if user doesn't have "System Administrator" role - just stop workflow with Error.

    In this way you will block possibility of users to reopen closed opportunities.

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    Andrew Butenko
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    Conference-CRMUG_200x200


  • 3.  RE: reopening opportunities

    TOP CONTRIBUTOR
    Posted Jul 02, 2019 11:03 AM
    thanks Andrew! I Appreciate it!  ​

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    Heather L
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    Conference-CRMUG_200x200


  • 4.  RE: reopening opportunities

    TOP CONTRIBUTOR
    Posted Jul 02, 2019 10:41 PM

    Heather, I think you could also apply permissions to Enable/disable this button from the Ribbon customization tool. And that way you could specify that it should show only for the Admins.



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    Sunil Raheja
    Aha Apps
    Glen Allen VA
    https://www.ahaapps.com/microsoft-dynamics-crm/
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    Conference-CRMUG_200x200


  • 5.  RE: reopening opportunities

    TOP CONTRIBUTOR
    Posted Jul 03, 2019 09:14 AM
    Sunil- yes-  I would prefer to go that route and avoid workflows (since we have so many attached to the opportunity and contract). How would I do this from customization?

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    Heather L
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    Conference-CRMUG_200x200


  • 6.  RE: reopening opportunities

    MICROSOFT MVP
    Posted Jul 03, 2019 11:22 AM
    @Heather Laughlin - In reference to the Ribbon Workbench, you could also use the Display Rules for the button. I just recently did this for someone. You can base a Display Rule on the security role rights for the Opportunity entity.  Here is an example of what I did. You can modify it for your needs.​

    Prior to using the Ribbon Workbench, the security for the Opportunity needs to be checked. In this example, the "Delete" option for the Opportunity entity needs to be set to "None" for the security role.

    Create a solution file that contains only the Opportunity entity. 

     

    Open Ribbon Workbench and pick the solution just created.

     

    • On the "Form" section of the Ribbon Workbench, right-click on the "$LOCALLABELS:REFRESHCOMMANDBAR.PROCESS" option
    • Select "Customize Command"
      • This will add the button's command to the Command section
    • Click the "+" sign next to the "Display Rules" to create a new display rule.

     

    • In the "Display Rule" add a step of "MiscellaneousPriviliegeRule". Set up the rule like this:
      • The "PrivelegeName" will be set to "DeleteEntity". This will match to the "Delete" option updated in the security role.
    • Click on the "Command" of "Mscrm.Form.Process".
    • Click on "Add Display Rule" on the right-hand side and choose the display rule just created.
    • Publish the updates


    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Conference-CRMUG_200x200


  • 7.  RE: reopening opportunities

    TOP CONTRIBUTOR
    Posted Jul 03, 2019 11:43 AM
    Thanks Aaron!
    I can try that. I tried to hide the button through XRMToolBox but I keep getting error message. I believe its an issue of the plugin being out of date and not working with our current CRM (per IT). I found code to hide it just from searching the net but of course I lost it! I dont know what would be easiest? I should be the only one to have option of reopening an opportunity once closed.
    I guess what is the easiest step/route to globally remove this from everyone else?

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    Heather L
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    Conference-CRMUG_200x200


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