Sharing Record Programatically

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Hi,

I have an entity called A . All users have user level access on the entity.So, users can access the records only those are created by them.

My requirement is , in some scenarios , when record is created by an user , it has to be shared (give READ access) with some other users based on some condition.

Below is my approach :

1) Register a plugin on create of record.In the plugin, use the PrinciapalAccess() method to share the record

Is there any other approach ? Anything can be done using Access Teams programatically ? Thanks !!

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Sanket87 160 on at

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RE: Sharing Record Programatically

Hi please refer

docs.microsoft.com/.../sample-share-records-using-grantaccess-modifyaccess-revokeaccess-messages

www.google.com/.../amp

ssharmacrm.wordpress.com/.../share-record-with-multiple-users-using-plugin-in-dynamics-crm

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Kokulan 18,054 on at

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RE: Sharing Record Programatically

Hi

Sharing using plugin would definitely work and, if you want to have a look at a full example please follow the link below

community.dynamics.com/.../crm-2011-2013-share-and-un-share-records-programmatically-c

But I would definitely recommend using an access team template-based approach. When you create the template you can set the permission to be just Read

Please refer to the link below to know the difference between Share and Access Team based approach

community.dynamics.com/.../919501

Please follow the link below to see how you can programmatically add or remove users to an access team of a record

community.dynamics.com/.../add-remove-users-to-access-team-dynamically

If you would like to know more about access team, please refer to the links below

docs.microsoft.com/.../use-access-teams-owner-teams-collaborate-share-information

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Dynamics 365 CRM 185 on at

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RE: Sharing Record Programatically

Thank you Kokulan for the response.But, for time being I followed first approach.But still I am facing below issue

I have a plugin registered (post-operation,synchronous) on create of a custom entity. In the plugin , I am trying to share (using some custom code) the record with another user. My problem is

The code is throwing an exception as "the record with guid = {XXXXX-XXXXX-XXXX} you are trying to share doesn't exist".

This is strange. Because, I registered plugin on post-operation. That means , after the record got created in DB, the plugin triggers.

Any idea why it's throwing exception ?

Also , another thing that I observed while debugging is , context.UserId and context.InitiatingUserId are showing same values through I registered plugin under different user.Here both are showing my Id i.e who is performing create record. Any idea on this ?

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Dynamics365 Rocker 7,755 on at

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RE: Sharing Record Programatically

Yes, You can do it by access team.

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Kokulan 18,054 on at

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RE: Sharing Record Programatically

Hi

Please make sure the Entity Reference you use in the grant request has the correct logical name

If you still have the same issue, i would try the following

Move your sharing code to a Custom Workflow Activity (CWA) and call this on a background workflow and share and see if that works.

About the user ids, please see below

Initiatinguserid:

This is the user who performs the operation that triggers the plugin. If USER-A creates a record and a plugin is triggered on record create then the Initiatinguserid is USER-A.

Userid:

This contains the "run in user's context" users id that is set as a part of plugin step creation. If the value is not set, then it equivalent to Initiatinguserid

community.dynamics.com/.../ms-crm-plugin-ipluginexecutioncontext-initiatinguserid-and-userid-plugintip2

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Sreevalli 3,256 on at

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RE: Sharing Record Programatically

Hi,

we need to consider below things in this case.

1. Make sure the users to whom you are trying to share should have read privilege(at least at user level)

2. Don't depend on Target, try to retrieve the target record from context. -

Entity target = service.Retrieve(context.PrimaryEntityName, context.PrimaryEntityId, new ColumnSet("your fields"));

3. Validate the user context and the user role that must have read privilege on your target record.

4. Plugin context depth. to see if there are any cross scripting that breaking your logic.

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