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CRM 2011 - Merge Account creates Share

Unanswered CRM 2011 - Merge Account creates Share

  • Saturday, March 24, 2012 2:22 PM
     
     
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    Hi everyone,

    I had a customer ask why merging two Accounts causes a share to be created to the owner of the resulting (master) account.

    At first I thought that the share was to ensure that the owners of both records would still have access to the resulting record. But when I checked the share a little closer the share is for the owner of the master record only, and this user is still the owner of the resulting record so there is no point in having a share. The owner of the second record (the record which is deactivated) does not have a share created.

    Can anyone explain why this share is created and whether there is a  way of stopping this share from being created?

    These are my observations from my tests (just in case they help someone else):

    • A share is created for the owner of the master record with all the permissions selected and added to the master record.
    • Any shares that are present on the Accounts before the merge are copied to the master record.
    • If both records have a share for the same user/team then the resulting share on the master record will be the sum of all the permissions of both shares.
    • There are no shares created on the deactivated record.
    • No exiting shares on the deactivated record are changed or deleted.
     

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