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Sharing Objects
Sharing lets users give other users or teams access to specific customer information. This is useful for sharing information with users in roles that have only the Basic access level. For example, in an organization that gives salespeople Basic read and
write access to accounts, a salesperson can share an opportunity with another salesperson so that they can both track the progress of an important sale.
For security reasons, it is important to develop the practice of sharing only the necessary objects, or entity instances, among the smallest set of users possible, and to grant only the minimum access required for users to do their jobs.
Microsoft Dynamics CRM provides the following sharing capabilities:
- Share. Any user who has share privileges on a given entity type can share instances of that type with any other user or team in Microsoft Dynamics CRM.
- Share rights. When you share an entity instance with another user, you can indicate what
access rights (Read, Write, Delete, Append, Assign, and Share) you want to grant to the other user for that entity instance. Access rights on a shared entity instance can be different for each user with whom the entity instance is shared. However, you cannot
give a user any rights that he or she would not automatically have for that type of entity based on the role assigned to that user. For example, if a user does not have Read privileges on accounts and you share an account with that user, the user will be unable
to see that account.
- Modify share. You can modify the rights granted to a shared entity instance after it has been shared.
- Remove share. When you share an entity instance with another user or team, you can stop sharing the instance at a later date. After you remove sharing for an entity instance, the other user or team loses access rights to the instance.
Tip Use the
GrantAccess,
ModifyAccess, and RevokeAccess messages for sharing.
A user might have access to the same entity instance in more than one context. For example, a user might share an entity instance directly with specific access rights, and he or she might also be on a team in which the same entity instance is shared with
different access rights. In this case, the access rights that this user has on the entity instance is the union of all the rights.
Mahain
Sharing Account and contact in CRM
