opportunity relationship problem

I am trying to assign relationships to opportunities as follows:

Two opportunities to (within the opportunity form) Potential Customer
(account) "1"
with the same relationships to accounts as follows:
Relationship to account "2" with customer role "A"
Relationship to account "3" with customer role "B"

i.e. I have two different opportunities that are mapped to the same
potential customer with relationships to the same accounts with same roles.
When I open account "2", then select "Opporunities" on the nav pane, and
change the view to "All Affiliated Records", I get the error "A record with
these values already exist. A duplicate record cannot be created. Select one
or more unique values and try again." This error occurs for all filter
selections ("won", "lost", "open" and "all").

Does anyone know how to fix or work around this problem?

sanrao
Thu Dec 29 15:16:03 CST 2005

Which version of CRM you are using? Is it 3.0.5300.0? Could you send me the
full version number?

To obtain the version number.
- Open MSCRM web client.
- Click on the help menu and click About Microsoft CRM.

--
This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.


"Terry M." wrote:

> I am trying to assign relationships to opportunities as follows:
>
> Two opportunities to (within the opportunity form) Potential Customer
> (account) "1"
> with the same relationships to accounts as follows:
> Relationship to account "2" with customer role "A"
> Relationship to account "3" with customer role "B"
>
> i.e. I have two different opportunities that are mapped to the same
> potential customer with relationships to the same accounts with same roles.
> When I open account "2", then select "Opporunities" on the nav pane, and
> change the view to "All Affiliated Records", I get the error "A record with
> these values already exist. A duplicate record cannot be created. Select one
> or more unique values and try again." This error occurs for all filter
> selections ("won", "lost", "open" and "all").
>
> Does anyone know how to fix or work around this problem?
>

TerryM
Thu Dec 29 15:22:02 CST 2005

Sorry. Meant to include that. version is 3.0.5295.0. Any help would be
appreciated.

"Kalmadi Santhosh Rao [MSFT]" wrote:

> Which version of CRM you are using? Is it 3.0.5300.0? Could you send me the
> full version number?
>
> To obtain the version number.
> - Open MSCRM web client.
> - Click on the help menu and click About Microsoft CRM.
>
> --
> This posting is provided "AS IS" with no warranties, and confers no rights.
> You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> reserved.
>
>
> "Terry M." wrote:
>
> > I am trying to assign relationships to opportunities as follows:
> >
> > Two opportunities to (within the opportunity form) Potential Customer
> > (account) "1"
> > with the same relationships to accounts as follows:
> > Relationship to account "2" with customer role "A"
> > Relationship to account "3" with customer role "B"
> >
> > i.e. I have two different opportunities that are mapped to the same
> > potential customer with relationships to the same accounts with same roles.
> > When I open account "2", then select "Opporunities" on the nav pane, and
> > change the view to "All Affiliated Records", I get the error "A record with
> > these values already exist. A duplicate record cannot be created. Select one
> > or more unique values and try again." This error occurs for all filter
> > selections ("won", "lost", "open" and "all").
> >
> > Does anyone know how to fix or work around this problem?
> >

sanrao
Thu Dec 29 16:16:02 CST 2005

This issue has been resolved in the release version 3.0.5300.0. How did you
obtain the version 3.0.5295.0?

--
This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.


"Terry M." wrote:

> Sorry. Meant to include that. version is 3.0.5295.0. Any help would be
> appreciated.
>
> "Kalmadi Santhosh Rao [MSFT]" wrote:
>
> > Which version of CRM you are using? Is it 3.0.5300.0? Could you send me the
> > full version number?
> >
> > To obtain the version number.
> > - Open MSCRM web client.
> > - Click on the help menu and click About Microsoft CRM.
> >
> > --
> > This posting is provided "AS IS" with no warranties, and confers no rights.
> > You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> > reserved.
> >
> >
> > "Terry M." wrote:
> >
> > > I am trying to assign relationships to opportunities as follows:
> > >
> > > Two opportunities to (within the opportunity form) Potential Customer
> > > (account) "1"
> > > with the same relationships to accounts as follows:
> > > Relationship to account "2" with customer role "A"
> > > Relationship to account "3" with customer role "B"
> > >
> > > i.e. I have two different opportunities that are mapped to the same
> > > potential customer with relationships to the same accounts with same roles.
> > > When I open account "2", then select "Opporunities" on the nav pane, and
> > > change the view to "All Affiliated Records", I get the error "A record with
> > > these values already exist. A duplicate record cannot be created. Select one
> > > or more unique values and try again." This error occurs for all filter
> > > selections ("won", "lost", "open" and "all").
> > >
> > > Does anyone know how to fix or work around this problem?
> > >

TerryM
Thu Jan 05 08:25:08 CST 2006

I don't know. I'll have to check on that.

"Kalmadi Santhosh Rao [MSFT]" wrote:

> This issue has been resolved in the release version 3.0.5300.0. How did you
> obtain the version 3.0.5295.0?
>
> --
> This posting is provided "AS IS" with no warranties, and confers no rights.
> You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> reserved.
>
>
> "Terry M." wrote:
>
> > Sorry. Meant to include that. version is 3.0.5295.0. Any help would be
> > appreciated.
> >
> > "Kalmadi Santhosh Rao [MSFT]" wrote:
> >
> > > Which version of CRM you are using? Is it 3.0.5300.0? Could you send me the
> > > full version number?
> > >
> > > To obtain the version number.
> > > - Open MSCRM web client.
> > > - Click on the help menu and click About Microsoft CRM.
> > >
> > > --
> > > This posting is provided "AS IS" with no warranties, and confers no rights.
> > > You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> > > reserved.
> > >
> > >
> > > "Terry M." wrote:
> > >
> > > > I am trying to assign relationships to opportunities as follows:
> > > >
> > > > Two opportunities to (within the opportunity form) Potential Customer
> > > > (account) "1"
> > > > with the same relationships to accounts as follows:
> > > > Relationship to account "2" with customer role "A"
> > > > Relationship to account "3" with customer role "B"
> > > >
> > > > i.e. I have two different opportunities that are mapped to the same
> > > > potential customer with relationships to the same accounts with same roles.
> > > > When I open account "2", then select "Opporunities" on the nav pane, and
> > > > change the view to "All Affiliated Records", I get the error "A record with
> > > > these values already exist. A duplicate record cannot be created. Select one
> > > > or more unique values and try again." This error occurs for all filter
> > > > selections ("won", "lost", "open" and "all").
> > > >
> > > > Does anyone know how to fix or work around this problem?
> > > >