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Send Email when Sharing a Record in Dynamics 365 CRM

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Posted on by Amer Azzam

Hello,

I want to ask if there is an option in Dynamics 365 CRM to send email to a user after sharing a certain record with him?

Is this possible using a workflow or any other built in functions?

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CRMJetty 3,512 on at

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RE: Send Email when Sharing a Record in Dynamics 365 CRM

Hello Amer Azzam,

Pls refer this thread to send email to user after sharing a record,

https://social.microsoft.com/Forums/en-US/68fc025e-360f-4afc-af72-d59c0665a099/to-send-email-to-shared-users-with-whom-the-lead-is-shared-in-ms-crm-2011?forum=crm

https://social.microsoft.com/Forums/en-US/1b40cb49-d62c-4a71-9282-a9a8b255446d/send-email-to-shared-users?forum=crm

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.
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Amit Katariya007 10,409 Super User 2025 Season 1 on at

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RE: Send Email when Sharing a Record in Dynamics 365 CRM

Hello Amer Azzam,

It is not a OOB feature. To implement you have to write a Custom plugin that will trigger when a record is shared.

Generally when a record is shared there is a background logic performed by the CRM which will Grant record permission to that specific user. That logic we can refer from the Dynamics 365 SDK as the "Grant Access". You will have to register your plugin on this message and if it will fire then your code that is send email will be also executed.

Please refer below article which will help your to implement your requirement.

www.solzit.com/.../

Thank you,

Amit Katariya
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Bipin D365 28,981 Moderator on at

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RE: Send Email when Sharing a Record in Dynamics 365 CRM

Hi,

You will need to register your plugin on Grantaccess message.

You can write plugin to send an email.
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Community Member on at

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RE: Send Email when Sharing a Record in Dynamics 365 CRM

Hi Amer Azzam,

Unfortunately, there is no OOB way to achieve this. You could only achieve this with code. Please refer to this thread:

dynamics crm - Workflow to send an email to the users within the record is shared - Stack Overflow