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Microsoft Dynamics CRM (Archived)

Automated Notification - Record is shared

Posted on by Microsoft Employee

Can I create an automated notification when a record is shared on CRM? e.g If i am the owner of an opportunity and have shared the record with John, John should receive an automated notification stating that an opp is shared with me.

Please advice on the workflow for the above.

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  • Verified answer
    BharatPremji Profile Picture
    BharatPremji 2,485 on at
    RE: Automated Notification - Record is shared

    Hi Bansari,

    I dont think theres a 'no code' solution for what you want to do.

    Have a look at this thread which can point you in the direction of a plug-in

    community.dynamics.com/.../144934

    Bharat

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