Tech Support > Microsoft Windows > Windows CRM > Add a product opportunity to an opportunity in CRM Mobile 3.0 device
Add a product opportunity to an opportunity in CRM Mobile 3.0 device
Posted by joldencofil@gmail.com on March 28th, 2007


Hi everybody!
I have a big question so I need your help.. Please!
I have deployed CRM Mobile 3.0 and it works great but when I create a
new opportunity I can not relate a product opportunity to it.
So what is it for?
If I load an opportunity from the server and this opportunity has a
related product and I can see it but I can not add a new one. I relate
to opportunity new activities (fax , letters and ohters), new
relationships, and new notes, but I can not add a new product.!

Please can somebody tell me if there is a problem in my deployment or
this can not be done?

Best Regards!

Dunadain.

Posted by Andy on March 29th, 2007


This is a CRM role permissions problem.

In CRM using an administrator account that has access to everything,
click the settings workspace, select Business Unit Settings->Security
Roles. In the listview, click the role that the CRM account using the
mobile device has assigned to it.

On the role screen, click the core records tab. You will see a bunch
of small circles and a list of entities to the left. Locate
"Opportunity Relationship" and click the circles to the right of it
are all green. Save and close the screen. You should be able to now
create opportunity relationships with your account.

Posted by Erik van Hoof \(CWR Mobility\) on May 2nd, 2007


Hi Dunadain,

Unfortunately thats one of the limitations of CRM Mobile.

Kind regards,

Erik van Hoof
CWR Mobility BV

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