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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Question on sharing re...
Microsoft Dynamics CRM (Archived)

Question on sharing records with other users

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Posted on by Debster25 275

Hi Community,

In CRM it is possible to share records with other users.

When sharing you can see the exisiting activities for the record that you shared.

However, new activities created after you have clicked on share are not shown to the user you are sharing with.

Does anyone know a workaround for this?

When I share a record, it means I want to share past and future related records (activites or other) otherwise I will just cancel sharing.

Thanks much!!

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  • Debster25 Profile Picture
    Debster25 275 on at
    RE: Question on sharing records with other users

    Thanks Karsten, this was helpful

  • Verified answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Question on sharing records with other users

    Hello.

    This behavior is correct. If you want to share your data after creation you have to implement a job (workflow, JS-Script, Plugin) to share the created data with one ore more users/teams. It is also important to consider that relationship model of the entities. Let us say entity A is parent of B, so you have to make sure, that Sharings on A are also done on B.

    Please have a look here...

    https://community.dynamics.com/crm/f/117/t/137960

    Kind regards,

    Karsten

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