How to know if a record is shared or not from MSCRM 2011/2013 web UI?

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  Hi Jai,

  There isn't any flag or indicator on the main record screen - you need to open the Share dialog from the command bar to see who the record is shared with.

  hth,

  Scott

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  Scott Durow
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  • Proposed as answer by Scott Durow (MVP)MVP, Editor Wednesday, October 30, 2013 9:53 AM
  • Marked as answer by Jai Mallesh Babu Wednesday, October 30, 2013 3:37 PM

  Wednesday, October 30, 2013 9:53 AM

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  I suppose you could create an onLoad function with javascript that uses SOAP to access the RetrievePrincipalAccessRequest class and if it has any members returned, you could query the systemuser.fullname to get the user names the record is shared with, but Scott's answer is much easier!

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  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful. Michael Mayo

  Friday, November 1, 2013 8:43 PM