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Customer experience | Sales, Customer Insights,...
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I want to share my cases with only one team in dynamics CRM

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Posted on by 186

I want to share my cases with only one team in dynamics CRM ,I am using msdworkflow tool(10.61.1) (Share with team) option but I guess this isn't working.

stuck from a long time.

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  • Verified answer
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    on at

    Hi James Oliver,

    You can just use share button at command bar to share your case to a team.

    Select the records and click share button.

    pastedimage1631777322573v1.png

    Click Add User/Team button and select the team you want to share.

    pastedimage1631777433895v2.png

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