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CRM 3.0 - Sharing opportunities between business units RRS feed

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    I have broken our organization into business units.

    The problem I have is a user at a lower level business unit requires access to an opportunity that is owned by a user in a higher level business unit.

    I can re assign it, but the sharing does not appear to work.

     

    I don't want to move the users around.

    The role for the user at the lower level has visibility of the opportunities in his Business Unit and below (Parent/Child)… I don't really want to change the security if at all possible.

     

    Any Ideas?

    Friday, November 13, 2009 3:42 PM

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    Yes = Sharing is available in 3.0 -

    There was a hotfix for sharing that I saw when verifying this, you might want to check to make sure CRM is up=to-date with rollups and hotfixes - (takes a little more effort to get those in place in 3.0 than it does with 4.0)

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Friday, November 13, 2009 6:51 PM
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    Re-assign the opportunity to the user at the lower business unit - and the user at the higher business unit will still be able to view the opportunity based on the parent/chile relationship.

    Or - use the CRM "Share with another user" feature to override the security of the opportunity by sharing it with the user in the lower business unit.

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Friday, November 13, 2009 4:02 PM
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    The owner of the opportunity can select to Share the particular opportunity with the other user.  You don't need to re-assign the record to share it. 
    Best Regards, Donna
    Friday, November 13, 2009 4:03 PM
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    Sorry, that's the first thing i tried (having the owner of the opportunity share the opportunity with the user at the subordinate Business Unit)... It seemed intuitave but it didn't work.. 
    I was not 100% sure if that functionallity worked accross business units... Could there be something wrong with our instance of CRM??
     

    Friday, November 13, 2009 4:40 PM
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    yes - sharing works across business units - were they able to see the opportunity  (also remember that it will not show up in the new users list of "My Opportunities" - they will have to search for it. - common mistake.)
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Friday, November 13, 2009 5:14 PM
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    Also, just to check, ensure the owner gave the user read rights on the record when it was shared.
    Best Regards, Donna
    Friday, November 13, 2009 5:33 PM
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    I've had already searched for it... and given the user full rights  (not just read)...
    Is there a system setting that enables it?
    Is this functionality supported in CRM 3?
    Friday, November 13, 2009 6:32 PM
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    Hi Scott / Donna

    I've just confirmed that it's the environment... It does work, how you described, in our other environments..

    Thank you for the help!

    am

    Friday, November 13, 2009 6:47 PM
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    Yes = Sharing is available in 3.0 -

    There was a hotfix for sharing that I saw when verifying this, you might want to check to make sure CRM is up=to-date with rollups and hotfixes - (takes a little more effort to get those in place in 3.0 than it does with 4.0)

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Friday, November 13, 2009 6:51 PM
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    Hi Scott,

    That makes perfect sense... the one environmnet does not have the latest rollups...

    Thank you for your feedback!!! Much appreciated!

    am
    Friday, November 13, 2009 7:06 PM