Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

To remove a relationship, open the opportunity, and then under Details, click Relationships. In therelationships list, click the relationship that you want to delete, and then click the Delete button.You cannot set up duplicate relationships between a customer record and an opportunity. Forexample, if you create a relationship between an account and the opportunity, and the customer'srelationship role is set to Distributor, you cannot create a new relationship for the account that usesthe same customer opportunity and relationship role.Add or delete a quote, order, or invoiceCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: Sales Permissions1. In the Navigation Pane, click Sales, and then click Opportunities.2. In the list of opportunities, open the opportunity to which you want to add a quote, order, or invoice.3. Under Sales, click one of the following:QuotesIf you select this option, on the Actions toolbar, click New Quote.OrdersIf you select this option, on the Actions toolbar, click New Order.InvoicesIf you select this option, on the Actions toolbar, click New Invoice.4. Complete the form as needed. More information:Work with QuotesWork with OrdersWork with Invoices5. Click Save or Save and Close. Repeat this step to save the opportunity.NoteTo delete a quote, order, or invoice from within an opportunity, under Sales, click Quotes, Orders, or Invoices.Select the record you want to remove. On the Actions toolbar, click the Delete buttonor invoice from the opportunity permanently deletes the record.. Deleting the quote, order,274 Microsoft Dynamics CRM 4.0 User’s Guide