web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Sharing account records

(0) ShareShare
ReportReport
Posted on by

A sales rep couldn't understand why he was seeing another rep's accounts in the System View, "All Accounts".  It turns out these accounts were shared.  Now, the company wants to know what other accounts are shared.  Does anyone know of a report, or can I get a list somehow with Advanced Find?  

I have the same question (0)
  • Verified answer
    M.Azwar Alam Profile Picture
    on at
    RE: Sharing account records

    Hi

    Following links might help you in this

    nishantrana.me/.../

    mscrm-chandan.blogspot.com/.../get-shared-records-for-userteam.html

    Mark answer as verified, if it is feasible for you

  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Sharing account records

    Andy,

    I developed report that is really similar to what you are looking for and seems that I found it - 1drv.ms/.../s!AqRkf0rNSz72h6Vg9TacGcDDPk_mSw

  • Community Member Profile Picture
    on at
    RE: Sharing account records

    Thank you for the suggestion.  I've used XrmToolBox once, but didn't think of it for this.  I'll check it out.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Sharing account records

    Hello Andy,

    There is no OOB reports available at the moment.

    I would recommend to download XrmToolbox, open FetchXml builder and build query around principalobjectaccess entity - it contains sharings you want to see.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 180

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 92 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans