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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to search for reco...
Microsoft Dynamics CRM (Archived)

How to search for records that are "Shared" with a specific user?

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Posted on by CRMTreky 760

I have several records that I am the owner of but have shared out to "John Smith".

Is there anyway I can use an Advanced Find to show all records that are shared with John Smith?

If not, what is a better way of doing this?

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  • CRMTreky Profile Picture
    CRMTreky 760 on at
    RE: How to search for records that are "Shared" with a specific user?

    Thanks for the great info! I will see what I can do with the links you provided.

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: How to search for records that are "Shared" with a specific user?

    Jared,

    No you cannot use Advanced Find.

    Check these links:

    nishantrana.me/.../finding-records-shared-in-crm

    About POA Table:

    hanslinder.cinteros.se/.../principal-object-access-table-poa-table.html

    exploringxrm.wordpress.com/.../principalobjectaccess

    blog.customereffective.com/.../unmasking-the-crm-principalobjectaccess-table.html

    *Using fetch xml (suitable if you are CRM Online user)

    mscrm-chandan.blogspot.com/.../get-shared-records-for-userteam.html

    You can create a report or another view or UI to display.

    Hope this helps!

    Thanks.

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