Slew of Questions

Question

1) Why is my Job Number of an opportunity not showing up in Opportunity View?

2) Why is there a Files section at the bottom of an Opportunity if we cannot add files directly to it? Do these need to be integrated with SharePoint? Can we not just add files direct?

3) Why do Opportunity Owners not have access to the Quote Information information for editing? It appears only the quoter can make changes, though this should be done at the top-level with the account/opportunity owner.

4) Can we schedule a quick training with my team with someone to help address us and our needs together at once?

Answer 1

Dynamics CRM is not currently supported here on QnA. The product group for Dynamics actively monitors questions over at
https://community.dynamics.com/crm

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