1,299
Hi,
I have to share accounts based on a field in the account, let say Category which has blue, green, red so on. How can i do this. I know I can do an advanced find and select all and give access to some one but the list is not constant, we might create an account today and the respective person might not get access to it, how can this be handled.
Thanks
*This post is locked for comments
Only way to use the basic (owner) teams is
Create multiple teams with members based on ur account category
Create a workflow to assign account of a specific category to the corresponding team
This will change the record ownership to that team and the record would be visible to all the members in the team
Use access teams based on your account category
You will have to create a plugin which will add access teams to the records based on category
Hi Davyjones,
Please refer the following link. I think the code described helps you to share records based on a field of an entity in dynamics crm.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (