Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Sharing record and its related records.

(0) ShareShare
ReportReport
Posted on by 100

Hello all,

I have one requirement where client wants me to create a lookup field for user in some entity where user will be filled in ,the moment it is filled record must be shared to that user with specific privilages and also with there associated records.

How do i proceed, i have checked workflow tools where there is share record functionality but it will share that record only i think how do i do for related ?Please help.

*This post is locked for comments

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: Sharing record and its related records.

    Hi Raghav Chadha,

    When you say that you want the record and associated records to be shared with another user, do you mean that you want the record and associated records to be assigned to another user?

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.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,329 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans