Sharing Account and contact in CRM RRS feed

  • Question

  • Hi,

    I have two users in CRM Server. User A and User B. I have records on user A.

    I tried to share the accounts from user A to user B. So i selected two account from user A and selected Mor Actions > Sharing > And selected user B

    Also selected Read, Write And Delete option from user B. And saved and closed. Then i logged out of user A and signed in to User B account. But i can't see the account's that i have shared. What mistake i am doing?

    Please any one help??

    Wednesday, July 21, 2010 2:42 PM


  • you have to create ISV button through that button you can call your custom webpage. Also deploy your page in ISV folder

    this Post sould help you to deploy you custom webpage in ISV

    Thursday, July 22, 2010 7:16 AM

All replies

  • Hi, Mathan.


    What view do you use to check records?

    Truth is opened the prepared mind

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    Wednesday, July 21, 2010 4:52 PM
  • In case it's not apparent, what Andriy is implying is that a standard view like "My Accounts" will not show the shared accounts, because the filter criteria for the view still operate on the value of the "Owner" field, which has not changed.
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Wednesday, July 21, 2010 5:03 PM
  • Hi,

    In which view it will be visible??

    Then How can i check whether the record is shared or not??

    When i check the PrincipalObjectAccess the record which i shared was added there..

    Thursday, July 22, 2010 5:16 AM
  • Hi,

    While you will select those contact and click on Share again, you should see the user whom you have shared thse contact

    Thursday, July 22, 2010 5:48 AM
  • Oh, Ok thanks for your reply. One more question.

    The record which we are sharing with the specified user is not displaying in that user login, then what is the use of sharing the record??

    In that user user only if we select the Active contact view we can see the record? Then why are we sharing the record??

    How to get the id of all the contact record that are already created??

    Like  Guid contactid = service.Create(contactobj); // This for retriving the id of the contact that are being created newly.

    I want to retrieve the id of the contacts (all records in contact) that are already created.


    Thursday, July 22, 2010 6:09 AM
  • Here is answer of your question from SDK

    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.

    Thursday, July 22, 2010 6:12 AM
  • How to run my aspx page form my crm contact form when i click a button??

    If i click a button in crm form my aspx page should start run and load. How can i do this???

    Please any help???

    Thursday, July 22, 2010 7:08 AM
  • you have to create ISV button through that button you can call your custom webpage. Also deploy your page in ISV folder

    this Post sould help you to deploy you custom webpage in ISV

    Thursday, July 22, 2010 7:16 AM