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Share Record Cascading

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Posted on by 2015crm

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Lets say i have a contact and custom entity related to contact called "exams".

I have configured cascading so that when a contact is shared, the "exams" are shared also.

Now, lets say there were 4 "exams" against a contact and then i shared it. But then i added a 5th "exam" afterwards.

Would the person/team i shared with be able to see that 5th exam?

I would assume not, as the record didnt exist when i initiated the share orignally? what is supposed to happen here?

Thank you

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Hi 2015crm,

proceed as follows: add a plugin or workflow which share the current exams with contact owner, each time contact attributes change.

Hope it hepls

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Francesco Picchi

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2015crm 390 on at

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I think you misunderstood, im not looking for a solution at this stage. I am just looking for confirmation that what i am saying is correct, or otherwise using out of the box functions only.

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Hi 2015crm ,

it depends for entity configuration.

Please refer to this page and eventually post your entity configuration.

https://www.magnetismsolutions.com/blog/11-06-22/Cascading_Rules_in_Microsoft_Dynamics_CRM.aspx

Please let me know.

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Francesco Picchi

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msdn.microsoft.com/.../gg327945.aspx;MSPPError=-2147217396

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Hi 2015crm,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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