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Sharing a parent record

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Posted on by Radoslavov

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Hi all.

i have the following problem.

In our organization, we have a custom entity called Subscriptions.

The Subscription has a Lookup to an Account entity, one account can have multiple subscriptions.

When i try to share the account with another user, he is not able to see the subscription available for that account.

I've checked the cascade rules for the Subscription entity and they are set to Parental

Also, the user's security role allows him to have read rights to the Subscription entity as well.

The account have an active Subscription

The Account is Shared with the desired user

But the user cannot see the Subscriptions

Any ideas what am I missing?

Regards

Kiril

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Hi Kiril,

Ensure that security roles are assigned to users who are shared.

And you can create new child records(Subscriptions) after setting all that you mentioned above, it is possible can’t share original child records.

Or you can change another browser or privacy mode to try again if ways that I mentioned above still can’t work.

Also, you can manually share child records in the sub-grid.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Radoslavov 410 on at

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Hi @Leah Ju,

as i've already mentioned the use has the read permissions on the entity (see the screenshots in post).

Sharing the indiviadual child records is not an option as the subscription are thousends, so they must be shared with the parent records.

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Hi Kiril,

You can try to use another entities and other users to test again to check it is just for the specific entity and the one user.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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ZeeshanGhause on at

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Hi Folk!

Why don't you give user append and append to access to user level and try again.

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Radoslavov 410 on at

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For some reason the subscriptions are now visible, but i haven't change anything from the settings nether to the user permissions, not the relationship settings. Weird!!

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