Can ACCESS TEAMS share record without adding a user in sub-grid template?

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Posted on by nidnani

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Hi, I am using on-prem Dynamics CRM 2016, version: 8.1.1.1005. I am taking over the administration for an already built solution.

I am running issues with Access Teams. The users are complaining about adding a user to the Access team template subgrid individually.

As per all the users understanding, previous admin created Access Teams in such a way that any member of the team is owning or creating the record then the record is automatically shared to the rest of the team, without going into a specific account/entity and adding a user individually in the Access team template subgrid.

Is it possible? Or any other way to make this happen? Am I missing something?

I also read this doc https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/use-access-teams-owner-teams-collaborate-share-information where it mentions two types of access teams. 1. Access - User Created 2. Access- Auto Created. Based on that I am guessing the one with template is Access- Auto Created. I am not sure how to use Access - User Created. Can anyone also help me to understand that?

Based on my understanding, they have to add a user specifically for that record. And I also noticed the previous admin has created Access Teams and access teams templates for all entities in order to share the records individually.

Any thoughts on this?

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Nagaraj_Matta 55 on at

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Hi Greetings !

If you want to automate without adding manually through sub-grid

you can trigger a piece of code on creation of a new record and on sharing the record message ( plugin)

next in your code you can fetch the user team , next fetch the users in that team.

loop all the users and execute the below request to add the user to give access on that record

AddUserToRecordTeamRequest adduser = new AddUserToRecordTeamRequest()

{

Record = entityToAdd, // record you want to share

SystemUserId = UserId, // pass every user one by one in loop

TeamTemplateId = teamTemplateId // access team teamplate ID

};

AddUserToRecordTeamResponse response = (AddUserToRecordTeamResponse)service.Execute(adduser);

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nidnani 285 on at

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Hi Nagraj,

Thank you for your response.

There is no other way than using the code? I am new to CRM code. Could you please tell me where would i add the code and how? Should i use CRM Plugin?

If possible could you please provide with steps and example? I have multiple records that user will need access too, some are custom entities as well.

Thanks in advance.

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