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Customer experience | Sales, Customer Insights,...
Answered

Ability to Share Opportunities Automatically?

Posted on by 50

Hello,

INFORMATION

For most of our security roles, we restrict to user-owned security. 

However, on opportunities, we have a related table/entity to assign team members to the opportunity. 

Assigning users to the team members grid on the opportunity does not give visibility to the opportunity because they do not own the opportunity. 

I cannot achieve this through access teams as the users needing visibility to opportunities dynamically change based on the opportunity. 

NEED

  • If a user is listed in the sub-grid on the opportunity they need visibility to the opportunity. 
    • Ideally, this is achieved by a Flow that gives them Share visiblity to read/write.
    • I cannot use a plug-in. 
    • I'm open to programmatically, but hoping someone has some guidance. 

Thank you in advance for any guidance. 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Ability to Share Opportunities Automatically?

    Hi partner,

    Currently there is no action that gets the security roles of a user through the flow. 

    but you can get the Dynamics CRM User’s security role using JavaScript:

    (+) Get User Security Role Name from context in Dynamics 365 CE - Microsoft Dynamics CRM Community

    Retrieve the List of Security Roles Assigned for a Logged-In Dynamics 365 User (c-sharpcorner.com)

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • SarahC Profile Picture
    SarahC 50 on at
    RE: Ability to Share Opportunities Automatically?

    @Leah Ju

    That was very helpful. Thank you. I am able to achieve what I need with the links you have provided.

    I wonder, do you know if it can also be conditionally triggered or easily contain a condition or filter based on the user's security role?

    If possible any additional insights here would be appreciated.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Ability to Share Opportunities Automatically?

    Hi,

    Yes. you can share records using Unbound Actions in Power Automate:

    For more details, you can refer following link:

    (+) Sharing Dynamics 365 Records using Unbound Actions in Power Automate - Microsoft Dynamics CRM Community

    Power Automate: Share Record using Unbound Action – MG (wordpress.com)

    Regards,

    Leah Ju

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