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I have a customer on sales enterprise and they are also connected to Business Central. When one rep leaves the company I know you can reassign records, however they do not want to reassign records until commission is paid out for the rep that leaves the company. They want another rep to be able to see the records for this rep. The security prevents reps from seeing other accounts other than their own. Would sharing records work or does that need to be one record at a time? I thought I could sort the records by the rep who is leaving and select all record and then share by table? But I am concerned it will not share all at once and have to do one by one. Is creating a team a better way to do this?
Just looking for the easiest and quickest method for the interim.
Thanks in advance...
Thank you for your query.
As you figured out already, sharing the records is your only option.
Yes, you have to go table by table, select all records for that table, and share it with the other user.
There is no way (as far as I know), you can share all records from all tables (entities) at once.
I am not sure how convenient it is for you but I would take one of the following approaches:
CRM Boutique: Programmatically Share, Retrieve Shared Users and UnShare a Dynamics 365 record with a User OR Team (sumedha8.blogspot.com)
(+) Sharing Records Programmatically - Microsoft Dynamics CRM Community
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