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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Parent record shared t...
Microsoft Dynamics CRM (Archived)

Parent record shared to a user, the child record is shared also.

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Posted on by Community Member

Hi Expert,

any ideas what is causing this?

*This post is locked for comments

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie on at
    RE: Parent record shared to a user, the child record is shared also.

    Hi,

    you can check via below methods.

    If you do not have any plugin or custom workflow to share the child record once parent record is shared.

    Then you should take a look the Relationship.

    8304.4.png

    You also can refer to below post for relationships behaviours.

    www.inogic.com/.../crm-relationship-behavior

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie on at
    RE: Parent record shared to a user, the child record is shared also.

    Hi,

    Additional, The Access Team is behave the same as share feature. if you shared the record via access team, it is same you share the record via "Share".

  • Suggested answer
    Seenivasan Profile Picture
    Seenivasan on at
    RE: Parent record shared to a user, the child record is shared also.

    Hi,

    Possible Reason is

    1.  Check the relationship type whether it is Parental or referential or any other.
    2. check is there any plugin or custom work doing these action.
    3. if relationship is the problem means change it to referential  
  • Community Member Profile Picture
    Community Member on at
    RE: Parent record shared to a user, the child record is shared also.

    Hi,

    in my case was the relationship is parental. i will discuss with management.

    Thanks

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