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Troubleshoot issues with opportunities

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Follow the instructions in this article to troubleshoot the issues you might face when you work with opportunities.

Opportunity issues and resolution for salespeople

How do I close an opportunity?

Whether your customer has accepted or rejected your proposal, it's a good practice to close the opportunity as won or lost.

When you close an opportunity, the opportunity is marked as complete, and can't be changed. To make further changes to an opportunity, you can reopen it.

Note

At the time of closing the opportunity, enter the Actual Revenue and Actual Close Date. The Actual Revenue is used for reporting purposes in charts and reports in Dynamics 365 Sales.

To close an opportunity, open the opportunity record, and on the command bar, select Close as Won or Close as Lost.

Close opportunity as Won or Lost.

Issue 1 - Can't close an opportunity

Here are some errors you might see when you close an opportunity:

  1. Error 1 - The opportunity can't be closed
  2. Error 2 - Access denied or Insufficient permissions
  3. Error 3 - The opportunity has already been closed

The following sections describe each of these errors and how you can resolve them.

Error 1 - The opportunity can't be closed

Cause

There might be active or draft quotes associated with the opportunity.

Resolution

  1. In the opportunity record, go to the Quotes tab (or Quotes line item tab).

  2. Make sure none of the quotes is in the Draft or Active status.

    Quotes in the Draft status.

Error 2 - Access denied or Insufficient permissions

Cause

You don't have sufficient permissions on the opportunity you're trying to close.

Resolution

Ask your system administrator to grant you the necessary permissions.

Error 3 - The opportunity has already been closed

Cause

The opportunity that you're trying to close is already marked as Won or Lost.

Resolution

If you want to make changes to the already closed opportunity, reopen the opportunity, make changes, and close it again.

Issue 2 - Can't edit an opportunity

If you've already closed an opportunity as Won or Lost, it becomes read-only and you can't change it. To make any changes to a closed opportunity, reopen it.

To reopen, open the opportunity, and on the command bar, select Reopen Opportunity.

Reopen opportunity to make any changes to a closed opportunity.

Issue 3 - Can't add products to an opportunity

Here are some errors you might see when you add products to an opportunity:

  1. Error 1 - You must select a price list before attempting to add a product
  2. Error 2 - You must provide a value for product description
  3. Error 3 - You can only add active products

Error 1 - You must select a price list before attempting to add a product

Cause

You haven't selected a price list for the opportunity. Selecting a price list is required to add products to an opportunity.

Resolution
  1. In the opportunity record, go to the Product Line Item tab.
  2. In the Price List field, select a price list for the opportunity.

Error 2 - You must provide a value for product description

Cause

When creating a write-in product, you haven't entered the product name.

Resolution

Enter the product name.

Error 3 - You can only add active products

Cause

When adding an existing product, you selected a product in the Draft status.

Resolution

Make sure the product you want to add is in the Active state, and then add the product.

Opportunity close issues and resolution for system administrators

Issue: Insufficient permissions or Access denied error when a user is trying to close an opportunity

Cause

The user trying to close the opportunity doesn't have sufficient permissions on the opportunity they're working on.

Resolution

  1. Go to Settings > Security Role.
  2. Open the security role of the user.
  3. Assign Read, Create, Append, Append To permissions to the user's Security Role at User level on the Opportunity entity and custom entity.

Stakeholder and Sales team subgrids

Issue: Can't see the connection records added from the Stakeholders subgrid

Cause

The out-of-the-box Stakeholders subgrid only shows connections that have a connection role category of Stakeholder. For more information, see How are stakeholders and sales team members tracked for opportunities?.

Resolution

  1. In the opportunity record, select the Related tab, and then select Connections.
  2. In the Connections subgrid, select the connection record you added.
  3. Open the connection role selected in the As this role field.
  4. Make sure that Connection Role Category is set to Stakeholder. If it isn't, select Stakeholder in the Connection Role Category drop-down list.

Opportunity pipeline view issues

Issue 1: Pipeline view doesn't display bubbles in the Deal tracker

Cause

There are several reasons why the bubbles might not be visible:

  • The bubble chart shows only the first 50 valid opportunity entries, meaning those with the defined x-axis, y-axis, radius data, and Segment by fields. This might result in some or all of the bubbles not showing up on the graph despite being present in the grid view.
  • If the msdyn_Score (opportunity score) and msdyn_Grade (opportunity grade) fields are selected as the Tooltips fields for the Deal tracker, the "not null" filters of these fields will be applied to the opportunities for the bubble chart, potentially filtering out all opportunities from the chart despite being visible in the grid view.

Resolution

To solve this issue, take the following steps:

  1. Ensure that the fields selected for the Deal tracker setting in App Settings on the opportunity pipeline settings page have values for the x-axis, y-axis, radius data, and Segment by fields.

  2. Avoid using the msdyn_Score (opportunity score) and msdyn_Grade (opportunity grade) fields as the Tooltips, x-axis, y-axis, radius, and Segment by fields to ensure the bubbles appear in the Deal tracker. Alternatively, enable predictive opportunity scoring in the organization to populate data for the msdyn_Score and msdyn_Grade fields.

Issue 2: Pipeline view doesn't show all the bubbles in the Deal tracker

The bubble chart is designed to display a maximum of 50 opportunities to maintain clarity of the bubble chart.

Issue 3: Deal manager access privileges are automatically assigned to newly created roles

When an administrator publishes deal manager settings from App Settings on the opportunity pipeline settings page, the prvReadmsdyn_dealmanageraccess and prvReadmsdyn_dealmanagersettings privileges are automatically granted to all newly created roles in the environment.

This behavior is by design. It allows users to read the deal manager settings configuration to display the bubble chart in the pipeline view.

For more information, see Manage opportunities.