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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / table where shared peo...
Customer experience | Sales, Customer Insights,...
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table where shared people of opportunity is stored

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Posted on by DiePic 448

Hi all,

what is the name of the table where the users to whom I share an opportunity are stored?

thanks for any help and suggestion

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: table where shared people of opportunity is stored

    Power Automate is the easy way to achieve your goal. Build a query against PrincipalObjectAccess table, filter the data based on the opportunity id, get the list of users, and send an email.

  • DiePic Profile Picture
    DiePic 448 on at
    RE: table where shared people of opportunity is stored

    thanks for quick reply a33ik .

    I explain you my need, so maybe you can give me an idea how to.

    I need to retrieve all names of users to whom an opportunity is shared, so I can send them an e-mail when there are upgrades on opportunity or other.

    thanks for your help

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: table where shared people of opportunity is stored

    Hello,

    This table is not visible in Advanced Find. As I mentioned, you will have to use XrmToolBox and FetchXmlBuilder or SQL4CDS plugins to get the data from those tables.

  • DiePic Profile Picture
    DiePic 448 on at
    RE: table where shared people of opportunity is stored

    Hi a33ik 

    there is a table to compare name with italian translation?

    As PrincipalObjectAccess or similar in my dataverse db there is no way to find something.

    thanks for your help

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: table where shared people of opportunity is stored

    Hello,

    That's the table PrincipalObjectAccess. You can check XrmToolBox and this plugin - www.xrmtoolbox.com/.../

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