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  • Question

  • Hello,

    I have one Business unit in crm i.e., Test-BU
    Business unit has two teams i.e., Team-ABC and Team-XYZ.

    Team-ABC has one member i.e., UserA
    Team-XYZ has two member i.e., UserX and UserZ.

    Now when Team-ABC user assign record to 2nd team user suppose to UserX only. So the UserX is able to 
    see the record. But i want UserZ also see the same record beacause both are in same team.
    So let me know, is it possible  in crm.

    Thanks


    Wednesday, September 17, 2014 9:16 AM

All replies

  • hi Suresh,

    there is a share workflow custom activity in codeplex. Using this you can share a record with a team when an an assignment is done.

    http://crm2011workflowutils.codeplex.com/

    regards,

    Jithesh

    Wednesday, September 17, 2014 9:28 AM
  • Hi Jithesh,

    Thanks for quick reply.

    As you mention I am able to share a record with team. Here i dont want to share or assign record to team.

    I can do that by 'assign to team' or share to team, but i want if user A 

    assign record to another team's user B only then that record should also seen by all user of that team.



    Wednesday, September 17, 2014 9:44 AM
  • Try it. I think this is possible without using any workflow. 

    Regards Faisal

    Wednesday, September 17, 2014 9:49 AM
  • since all the three users and two teams are in single business unit, the following steps may help you.

    1. By default all the three users should have only read permission to records they own. Read permission - user owned.

    2. When a record owner changes (assign operation), share the record with the team the new user belongs to. Manual or using workflows /plugins.

    hth,

    Jithesh

    Wednesday, September 17, 2014 10:27 AM