Tag Archives: Opportunity

Create a chart to compare Actual Revenue from Opportunity and Budgeted Amount from customer

Microsoft Dynamic CRM 2013/2011 provides an easy way to create different types of charts that helps user to analyze their data. We can create multi-series chart to compare multiple values side-by-side. One of our clients required a chart that will compare the Actual Revenue (Opportunity) and Budgeted Amount (Customer) group by month (Actual Close date).… Read More: Create a chart to compare Actual Revenue from Opportunity and… »

Permissions to users for closing opportunities

In our organization, we wanted that some of our users should not be allowed to close an opportunity. In the user roles we didn’t find this specific privilege. Hence, we removed the “AppendTo” privilege from the opportunity entity for the role of those users who are not allowed to close opportunities. Thereafter, whenever that user… Read More: Permissions to users for closing opportunities »