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

This article has been archived. It is offered "as is" and will no longer be updated.
The hotfix that is discussed in this article is not available for the Chinese version of Microsoft Dynamics CRM or for the Japanese version of Microsoft Dynamics CRM.
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.
Status
Microsoft has confirmed that this is a bug in the Microsoft products that are listed in the "Applies to" section.
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
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
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"
Properties

Article ID: 922662 - Last Review: 01/16/2015 02:00:56 - Revision: 3.0

  • kbnosurvey kbarchive kbmbsadministration kbHotfixServer kbqfe kbmbsmigrate KB922662
Feedback