How to share a record in MS Dynamics CRM using workflow

Question

I would like to do the following:

when a Sales person assigns a custom entity (let's call it 'Primary Expertise') to an Opportunity in MS CRM 4.0, the system would share the Opportunity with the user that is defined as the Owner of the associated 'Primary Expertise' record.

I would like to do it automatically via workflow but cannot find the workflow step that would accomplish that. Yes, and I read on some forums that it's actually not possible yet, only via a .NET assembly.

Experience, anyone?

Answer 1

Correct, it is only possible via .NET assembly. However you could (If you using CRM 4) have the workflow change the owner to the owner of the activity and use the share with previous owner option to enable the old owner access to your custom entity?

Answer 2

Hi

I have a similar problem, trying to share a record using a workflow in CRM 4. I know how to assign a record to another user in a workflow, but I don't see any options to share with the previosu owner.

Any help here please?

Answer 3

Try this:

http://crm40sharestep.codeplex.com/

regards!

Answer 4

Hi Thomas,

It is possible only by invoking custom workflow activity. Inside the custom workflow activity, you can invoke GrantAccessRequest and GrantAccessResponse by configuring the PrincipalAccess object.

Please refer to this "Sharing Object" section for details

Regards,

hadi

Answer 5

Hello, someone could show me how to send email notifications when shares a record. Thank you