Share QuoteDetail to Team/User
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09 Mayıs 2012 Çarşamba 11:41
Hi,
How can i share quotedetail (Quote Product) to a team/user.
I have shared the quote to a team but quotedetail does not gets shared automatically. Cascading rule for Quote and Quotedetail is set to System and is not editable so not able to change the Cascading rules.
Is there any way to share quotedetail to a team/user ?
Thanks
Tüm Yanıtlar
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09 Mayıs 2012 Çarşamba 18:54Moderatör
The Quote Product is one of those entities that has no owner, you can only get access to it, if you can access the parent quote, but you cannot directly share a Quote Product (nor will it cascade share). Basically, there is no sharing for Quote Product because there is no owner.
However, I am surprised that if you share the parent quote, then the users to whom you shared with can see the quote but not the quote product.
Gonzalo | gonzaloruizcrm.blogspot.com
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10 Mayıs 2012 Perşembe 07:05
Hi Gonzalo,
Thanks for the response, even as per my understanding when parent quote is shared the respective quote product should also be accessible. However this is not happening. I am able to see the shared quote and the list of quote products associated to it but when I try to open any quote product I get Insufficient Permissions error.
Is it a bug or something in MSCRM ?
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10 Mayıs 2012 Perşembe 12:37Moderatör
When you get "Insufficient Permissions error" do you have a button to "Download Log"? or can you enable tracing to figure out exactly what is the permission that is failing?
It could be possible that you cannot open the quote product because there is something else in the form which you are not allowed to see, but it could also simply be a bug. I'm thinking that because you can actually see the list of associated quote products, you just can't actually open them.
Gonzalo | gonzaloruizcrm.blogspot.com
