Hi Everyone,
Today I was working on advance find and landed into scenario where I need to retrieve all the team members(Users)who have access to that single record(Account, Contact, Opportunity). I tried to search it online but didn't find much information. Would appreciate for the early reply.
Thank's in advance.
Ravi
*This post is locked for comments
I am sorry to say that I don't think a complete solution to your problem is possible using just advanced find.
Many complete requirement is that on opening a account or contact record I want to show all the team members who own the record in a grid. But to create a grid and show them first need to create a view and then set it to that sub-grid.
Thank you Mahadeo, But the problem with Access team is that you have to add or delete User manually.
Hi,
If you shared records with team members using access teams, then you can add grid on account/contact/Opportunity on form and show there which users are accessing this record.
www.powerobjects.com/.../access-teams-in-dynamics-crm-2013
but I don't think so you will able to find using advanced find.
Unfortunaltely Mahadeo, I am restricted to Advance find.
No Neil, my account record is shared with a team members. Its not owned by team.
If you want using code, then you can use RetrievePrincipalAccessRequest class to get user or teams has access to specific record.
for more information please check
msdn.microsoft.com/.../microsoft.crm.sdk.messages.retrieveprincipalaccessrequest.aspx
Is your account owned by the team? I tested this in my system and it worked when the account is owned by the team.
Thank you Neil. I tried this but its not working out. First I tried to give individual account it didn't work then I changed the last condition to Account contains Data. Even then it didn't.
Try this .... it lists all users that are in the team owned by the selected account.
André Arnaud de Cal...
291,971
Super User 2025 Season 1
Martin Dráb
230,846
Most Valuable Professional
nmaenpaa
101,156