web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Creating a View for Shared Tasks.

(0) ShareShare
ReportReport
Posted on by 85

I'm trying to create a View to show if a task is shared and to what users the tasks is shared too.  I can't figure out what fields give me this formation. Can someone point me in the right direction?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at
    RE: Creating a View for Shared Tasks.

    Hi Gus,

    There is no Out of the box CRM view to produce that view of shared records and share to whom.

    You need to create a Report or custom fetchxml view.

    Check this:

    mscrm-chandan.blogspot.com/.../get-shared-records-for-userteam.html

    Basically, in CRM Onpremise, the shared transaction are secured stored in:

    PrincipalObjectAccess entity.

    You need to query against it

    Thank you.

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Creating a View for Shared Tasks.

    You can't do this in a View or other out-of-the-box approach. This is one of the reasons for using Access Teams rather than "normal" sharing, because it creates real teams associated to the records which you can use in queries

  • Gus Snipes Profile Picture
    85 on at
    RE: Creating a View for Shared Tasks.

    Thanks, guys.  I'll create a report to get me by until we can get some teams created.

    Can either of you direct me to some documentation regarding how Sharing should work?  I've kind of been thrown into this that having to learn as I go.

  • Aileen Gusni Profile Picture
    44,524 on at
    RE: Creating a View for Shared Tasks.

    Hi Gus,

    Usually my customers use sharing function to let other users to access the record (access can be read, update, assign, share), but we still want to keep the ownership to that particular user or team.

    By sharing, the other users or team can assign, but I will still the one who own the record, so that I will be always can access the record.

    Different story, if you use assign to let other users can access, what happened if you assign, you will lose the ownership of the record, and if the record you assign to someone outside from your Business Unit but you don't have privilege to read the record from other BU, then you will lose the record. Sharing is to keep the ownership belongs to whom but anybody can access after you share to them.

    So, in our life, for example: you create a drop box storage, then you want to share to your friends or make it as public, you can set, the sharing access is only can view or even can edit, but, you still in fact have the files, you will not lose the file, and you still be able to retrieve the file, and you can stop the sharing function in the future, but you cannot track your friend, has shared to whom?

    And, sharing is kind of unstructured, same concept with the previous example, after you make your link as public, you share to friends, your friend can share to anyone as well if you give them the access, then it is very difficult to track now, your shared file has reached to somewhere, you event don't know.

    Sharing in CRM, after you share, you can try to unshared, but you need to check one by one record, cannot do multiple unshared, even though you can do multiple share. (multiple record at once).

    So, now in CRM 2013, we have Access Team that can help you as well to combine security role and sharing function.

    But, in fact, to make it faster, and for some organizations that collaboration is very important, and individual in the companies are sharing each other (no secret each other), then I think sharing is still useful.

    Hope this helps you!

    Thank you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans