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What are the ways to share activities in Dynamics 365 CE

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Posted on by What are the ways t... 5

What are the ways to share activities in Dynamics 365 CE

  • CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: What are the ways to share activities in Dynamics 365 CE

    Hello,

    Sharing personally created views, charts, dashboards, and even records in Dynamics 365 could not be easier.read more article here,

    https://www.websan.com/training/blog/item/762-dynamics-365-share-and-share-alike

    https://ledgeviewpartners.com/blog/sharing-view-dynamics-365-crm/

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: What are the ways to share activities in Dynamics 365 CE

    Hi Partner,

    For activities, you can't see 'Share' button in the view, you need open the record to share it in the form.

    pastedimage1644804880302v1.png

    pastedimage1644804911362v2.png

    Or using Advanced Find Query feature:

    Not select 'Activities' directly, the share button will be disable:

    pastedimage1644805369522v5.png

    You need select each activity separately(Appointment,Email...)

    pastedimage1644805273462v4.png

  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: What are the ways to share activities in Dynamics 365 CE

    Hello,

    Check the "Sharing" functionality - www.crmsoftwareblog.com/.../

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