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In our sales business process it can happen that the same person works on a given opportunity but with different roles. For example the same person can act as sales rep and account manager. We believe that this is a quite common situation across different industries. At the moment this option is not possible with our current version of CRM Dynamics by design. Microsoft support has suggested a workaround by using a new view based on connection entity. But from an end user perspective this option is not acceptable since this would require too many clics and introduction of a technical entity (connection) in the business process.  

Category: General
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