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Share Records Automatically when created by a specific user RRS feed

  • Question

  • Hi Team

    I have a request from the user to automatically share her new accounts with a team of 4 people.

    We already are using the plug-in from this link below for a different sharing purpose. (Share an opportunity with a different team when YES is selected for a field on the opportunity form)

    http://crm40sharestep.codeplex.com/ 

    Can I use same plug-in for sharing accounts automatically?

    What spets are involved for the new cndition to match?

    Any help will be greatly appreciated

     

    Monday, September 20, 2010 1:40 PM

Answers

  • Source :http://crm40sharestep.codeplex.com/

    A simple custom workflow activity to share any record that can be shared or remove sharing to any record in CRM 4.0.

    CRM 4.0 provides workflow steps to create, update, assign records, but not to share/unshare them. This custom workflow step will do just that.

    You can share a record with up to two teams and two users in one swoop. You can also remove all the shares before applying new ones.

    It's not rocket science, but it's useful, at least for me.

    To use this assembly, copy it into the C:\Program Files\Microsoft Dynamics CRM Server\Server\bin\assembly directory (or wherever your server base directory is) and use the Plugin Registration Tool (http://code.msdn.microsoft.com/crmplugin) to register it. Now you will have one extra step to chose from while creating workflows: Utilities -> Share Record. Click on Properties to set the input parameters.

    This workflow can be used to share any record you can create a workflow to run on New Record created and configure it to run while account record is created to share it with team


    Mahain : http://mahenderpal.wordpress.com
    Monday, September 20, 2010 5:47 PM
    Moderator

All replies

  • Source :http://crm40sharestep.codeplex.com/

    A simple custom workflow activity to share any record that can be shared or remove sharing to any record in CRM 4.0.

    CRM 4.0 provides workflow steps to create, update, assign records, but not to share/unshare them. This custom workflow step will do just that.

    You can share a record with up to two teams and two users in one swoop. You can also remove all the shares before applying new ones.

    It's not rocket science, but it's useful, at least for me.

    To use this assembly, copy it into the C:\Program Files\Microsoft Dynamics CRM Server\Server\bin\assembly directory (or wherever your server base directory is) and use the Plugin Registration Tool (http://code.msdn.microsoft.com/crmplugin) to register it. Now you will have one extra step to chose from while creating workflows: Utilities -> Share Record. Click on Properties to set the input parameters.

    This workflow can be used to share any record you can create a workflow to run on New Record created and configure it to run while account record is created to share it with team


    Mahain : http://mahenderpal.wordpress.com
    Monday, September 20, 2010 5:47 PM
    Moderator
  • You are a Star!!

    I found out what i was looking for

    Monday, September 20, 2010 8:27 PM