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What are the ways to share activities in Dynamics 365 CE
Hello,
Check the "Sharing" functionality - www.crmsoftwareblog.com/.../
Hi Partner,
For activities, you can't see 'Share' button in the view, you need open the record to share it in the form.
Or using Advanced Find Query feature:
Not select 'Activities' directly, the share button will be disable:
You need select each activity separately(Appointment,Email...)
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
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