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Friends, please, is there any native feature of Dynamics, for example, using Workflow or PowerAutomate that we can automatically share records given a configured trigger? If yes, what would this feature be? If not, what are the alternatives?
Hi Daniel Dellaspora,
You could install a tool named Dynamics-365-Workflow-Tools to do this. With it you can share records with users and teams in the workflow.
Download:
Release Dynamics 365 Workflow Tools Solution 1.0.61.1 · demianrasko/Dynamics-365-Workflow-Tools · GitHub
Reference:
Dynamics-365-Workflow-Tools/Sharing Record Step.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub
try to use Access Teams feature. it helps to dynamically share records with Users.
www.quantacrm.com/.../
Please mark my answer verified if this is helpful!
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