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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding a child record ...
Customer experience | Sales, Customer Insights,...
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Adding a child record to a record shared with an access team

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Posted on by Steven Fayers 20

Hi

I can see the cascade option for share and unshare in a relationship between two records.  So if I share an account record with an access team it shares all the child records associated with that account. If, after sharing, I add a new child record to that account, will it be shared automatically?

Thanks

Steven

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Steven,

    Yes, the new child record will be shared automatically.

    Here is my test.

    I created an Account and 3 Contacts with the system administrator, and shared this Account with an Access Team.

    pastedimage1608024544051v3.png

    The salesperson of the Access Team can only see 3 Contacts related to this Account.

    pastedimage1608024559059v4.png

    Then I added a new Contact for this Account with the system administrator, and the salesperson can see the new Contact.

    pastedimage1608024579946v5.png

    pastedimage1608024637925v6.png

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