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You cannot change or delete a customer relationship that is created by another user in Microsoft Dynamics CRM 3.0


View products that this article applies to.

Symptoms

When you try to change a customer relationship that is created by another user in Microsoft Dynamics CRM 3.0, the Customer Relationship dialog box opens as "read-only" even though your role has organization-level permission. Therefore, you cannot change the customer relationship.

Additionally, you cannot delete the customer relationship by clicking Delete Customer Relationship because the Actions menu is missing in the Customer Relationship dialog box.
Note The Delete Customer Relationship command typically appears on the Actions menu.

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Status

Microsoft has confirmed that this is a bug in the Microsoft products that are listed in the "Applies to" section.

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Resolution

This problem is fixed in Microsoft Dynamics CRM 3.0 Update Rollup 2. For more information, click the following article number to view the article in the Microsoft Knowledge Base:
927751 Update Rollup 2 is available for Microsoft Dynamics CRM 3.0

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More information

For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:
824684 Description of the standard terminology that is used to describe Microsoft software updates
887283 Microsoft Business Solutions CRM software hotfix and update package naming standards

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References

The hotfix that is included in this article also addresses the issue that is documented in the following Microsoft Knowledge Base article:
922530 Error message when you try to create an opportunity from a contact in Microsoft Dynamics CRM 3.0: "The record you are requesting is currently unavailable"

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Keywords: KB922662, kbmbsmigrate, kbqfe, kbhotfixserver, kbmbsadministration

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Article Info
Article ID : 922662
Revision : 3
Created on : 7/17/2007
Published on : 7/17/2007
Exists online : False
Views : 367