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Suggested answer

Changes to Access Rights on Team Template do not ripple through existing records

Posted on by
We have users that work collaboratively on an Opportunity.  Their access is controlled using OOB Access Team Templates.
The template looks as follows
 
 
 
The Access Rights did not originally have Share Access - they were added at a later date.
Users that are part of the team for any Opportunity record newly created are fine. However, where the template was applied to older records, before Share Rights was used in the template, they didn't  reapply the rights retrospectively.
 
This means that when users are working on older Opportunities, and they attempt to share with other users, they get access errors e.g.
Principal with id 4d0fae09-5651-ee11-be6f-0022481ab0f3 does not have ShareAccess right(s) for record with id 2130785f-d01c-ee11-8f6d-0022481b5aa5 of entity opportunity
 
I need to find a way to update all the older Opportunity records to re-apply the access rights as they are now but i don't know how to do it.
 
I tried an XrmToolbox plugin called Access Team Updater but sadly this no longer works due to a change by Microsoft.
 
If I remove users and re-add them to the team it doesn't have any effect.
 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Changes to Access Rights on Team Template do not ripple through existing records
    Hi Partner,
    Yes.
    The original access team can't be update if you update access rights on the team template.
    If I remove users and re-add them to the team it doesn't have any effect.
    Through my test, one access team will be created automatically when you add users.
    Delete and re-add users, the team is always the same.
    But, this team can't be deleted, and XrmToolbox plugin called Access Team Updater doesn't work.
    So I suggest you follow the steps below to create a ticket for the Microsoft Support team for further assistance.
    Get Help + Support - Dynamics | Microsoft Docs

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