Is There Any Feature to Automatically Share Dynamics Records

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Posted on by CU23100303-0

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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?

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Answers (1)

Haseeb Jamshed 360 on at

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RE: Is There Any Feature to Automatically Share Dynamics Records

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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Community Member on at

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RE: Is There Any Feature to Automatically Share Dynamics Records

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