I want to find a way where is it easy for a CRM User to see both who the Owner of a Contact Record is but who the record has been shared with. Does anybody have any ideas?
If for each record, you can see through share records.
Then will see
If you are using CRM OnPremise you can see the principalobjectaccess table..
You can also see this in order to create the report:
For the owner you can just simply see through the Owner field, can be put in to the form or in the view.
For form, example:
Hope this helps.
You can't query on normal shares in any way to show a sub-grid on a form, for example. You might be able to use a report and embed it, but it seems like overkill to me.
Ideally: Upgrade to 2013 and use Access Teams to share records.
Hope this helps. Adam Vero, MVP, MCT, MCTS:CRM 4.0, 2011, 2013
You have two questions here
1. How can I see the Owner of the Contact Record.
Open the Contact Record >> Search for "Owner" Field
It may happen that the Display Name of the Owner Field may have been changed to something else.
In case you do not find the Owner Field
Go to your Contact Design Form through customization area (ie Settings >> Customizations >> Customize the System >> Contact >> Form >> Contact >> Look for "Owner" Field
This will give you an idea of what the Display Name has been changed to.
2. How can I see with whom the Record has been shared.
Open the Contact Record >> Click on the Ellipses >> Look for "Share" button
When you click "Share" button, a Pop Up will display which will show the names of the Users or Teams with whom the record has been shared. This will also show the privileges which has been assigned to them.
Hope that helps
Thanks. I know that method but I was looking for something simpler. Most of our users will not look in the ribbon and if they did would not understand the Share window that pops up, especially all the privileges. Is there any way to hide all those privileges?
You cannot Hide the Privileges in the Share Window.
If you want to achieve this, you will have to revoke the Privilege from their Security Role on Contact from the Share Privilege
Once you revoke this Privilege, the users will not be able to see Share Button, and will not be able to share the Contact Record
No there is no way..
They are in the same security control, share..
With share then divided into share Read, Write, etc...
You cannot hide all those privileges unless you revoke the Share privilege in the entity security role at all.