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Hi, friends:
I have set account 1:N with opportunity abount cascade rules(Cascade None), but after this step, why I add a user in access team of account , the user can still see some opportunity not belong him?
Hi Powerangli , the change on the relation will not be updated on existing records. If you trigger the lookup field it will update the share from the POE table.
Try using the bulk data update from the xrmtoolbox with a touch on the lookup field
Helpful，Thanks very much. I will try it as you said.
Hello，I tried to touch by bulk data updater of xrmtoolbox，although it show update success，and records modifiedon also changed，but someone can still see the records. If I export and import to change the lookup field，it works. Why the tool does’t work？Is it about Online or OP？
Hmm that’s a bummer. Then the touch is not enough and needs to be updated. You might try to update via a cloud flow. Just feeding the same value.
Also the owner field might be a trigger field
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