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Microsoft Dynamics CRM (Archived)

How to auto share record in dynamic 2013 CRM

Posted on by Microsoft Employee

Would like to know how to auto share record in dynamic 2013 CRM with only permission read and append.

Thanks

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  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to auto share record in dynamic 2013 CRM

    Ravi, I missed that its 2013 related question. You're right my UWT for 8.0 and upper.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to auto share record in dynamic 2013 CRM

    I am not sure if Ultimate Workflow Tools is available fo CRM 2013. You can refer the above suggest code and develop the custom workflow activity by yourself or you can download the old utility from archive :archive.codeplex.com

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: How to auto share record in dynamic 2013 CRM

    Hello ,

    You can also take a look below article with sample custom workflow activity code -

    www.mscrm.com/.../share-record-with-read-only-access.html

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to auto share record in dynamic 2013 CRM

    Hello,

    Thanks for the help. But I have encounter error when i try to import UltimateWorkflowToolkit_1_5_0_1. The error show that the version is not suitable. It should be 6.1.1.1.132 or lower.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to auto share record in dynamic 2013 CRM

    Hello,

    You can use my workflow toolkit to share records - github.com/.../v1.5.0.1

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to auto share record in dynamic 2013 CRM

    Hi,

    Refer this thread: www.ktlsolutions.com/.../sharing-records-through-a-workflow-in-microsoft-dynamics-crm

    Basically you can use custom workflow activity as mentioned in the blog to share a record.

    Hope this helps.

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