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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Shared leads with anot...
Microsoft Dynamics CRM (Archived)

Shared leads with another user are not being displayed?

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Posted on by Jonathan Gough 985

I am the owner of a number of leads in the CRM. I have attempted to share these leads with a 2nd user.

I do this by selecting all leads in the view and navigating to the ribbon and clicking the share button. I then select the user and tick the boxes including read, write, delete etc. and click ok.

The 2nd user is sitting next to me and on the 2nd users PC, in the marketing/ leads section nothing appears. Why?

Am I doing something wrong? Or is there something I'm missing out?

Thanks

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  • Verified answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Check the view...the default view might be set at "My Leads" so this will not show the Leads you have shared with them since you are still the owner.

    Ask him to change the view to "All Leads" and see if they are available.

  • Jonathan Gough Profile Picture
    Jonathan Gough 985 on at

    That worked, thanks again!!

    I was also wondering if the 2nd user then imports some leads in to the system would he then have to 'share' these leads with me for me to access them?

    And when the 2nd user tries to automatically merge two files it brings up an error whereas I can, any clues as to why this might be happening?

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    I can't say what is happening without looking at the security roles. If you both have the same security role and he is trying to merge two of the records you own, then I guess that the security role or the shared permissions prevents him from doing that.

    I can only guess without looking at the system. :(

  • Jonathan Gough Profile Picture
    Jonathan Gough 985 on at

    Ah right ok, I understand. No worries.

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