Announcements
No record found.
Our company is using Dynamics 365 ver 9.0 in UI, cloud based. When sharing a case with others the information is not appearing in the shared parties ''Active cases'' list and the emails are not coming through to advise a case has been shared. Has anyone else experienced this and is able to assist. Security roles for Cases is set to org level. thanks
Hi Sharing the cases does not mean Sharing or transferring the Ownership. Sharing the Cases means other user can see the record
What is the security Role previlages of the User on Case entity to whom the Case is assigned ?
Also what are the Views filter ?
I reckon if you review both i.e. Security Privileges and View Filter then the issue can be resolved.
As mentioned already, the ownership hasn't changed so they won't see it in My Cases. The best bet would be to use a Team and assign the cases to a Team where all members of that Team will be able to see it.
Regards
Paul
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 22 Super User 2026 Season 1
Suriyanarayanan V 22
Encore Business Sol... 14
