To retrieve a list of teams with whom an opportunity is shared in Dynamics 365 CRM

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Posted on by CU02051124-0

Hi,
I have an requirement to retrieve a list of teams with whom an opportunity is shared in Dynamics 365 CRM. I can retrive users but not teams.Is there any wat to do?

Thanks in advance

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Development / Customization / SDK

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Bipin D365 28,937 Super User on at

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To retrieve a list of teams with whom an opportunity is shared in Dynamics 365 CRM

Hi,

Try below request to get the data you need

https://learn.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.retrievesharedprincipalsandaccessrequest?view=dataverse-sdk-latest

Thanks,

Bipin
Suggested answer

Leah Ju Microsoft Employee on at

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To retrieve a list of teams with whom an opportunity is shared in Dynamics 365 CRM

Hi，

Information relating to the Sharing of records in Dataverse/Dynamics 365 is held in the PrincipalObjectAccess(POA) table.

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/principalobjectaccess?view=dataverse-latest

principaltypecode：stores the entity name of the user or team with which the record is shared.

principalid：store the GUID of the team or user.

For example:

Code:

Xrm.WebApi.retrieveMultipleRecords("principalobjectaccess", "?$select=objectid,objecttypecode,principalid,principaltypecode&$filter=(objectid eq fdf62c03-cf7e-4cc4-a065-b1464913de27 and principaltypecode eq 'team')").then( function success(results) { console.log(results); for (var i = 0; i < results.entities.length; i++) { var result = results.entities[i]; // Columns var principalobjectaccessid = result["principalobjectaccessid"]; // Guid var objectid = result["objectid"]; // Guid var objecttypecode = result["objecttypecode"]; // EntityName var objecttypecode_formatted = result["objecttypecode@OData.Community.Display.V1.FormattedValue"]; var principalid = result["principalid"]; // Guid var principaltypecode = result["principaltypecode"]; // EntityName var principaltypecode_formatted = result["principaltypecode@OData.Community.Display.V1.FormattedValue"]; } }, function(error) { console.log(error.message); } );

Using Dataverse REST Builder tool to build it easily:

1)Build request

2)Execute code:

3)Result:

--Get guid of the team

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah