What is Assign and Share Privilege in Microsoft Dynamics CRM?
Ans: Basically two type of entities are created:
a. Organization
b. User and Team Owned
When entity is created as Organization type then it does not have field 'Owner' on the form. Basically which means the record of this entity type can not be owned by any user. It is kind of master record in Dynamics.
When entity is created as User and Team owned then will have 'Owner' field on the form. Any record created in Dynamics of these entities should be owned by any user or team in Dynamics.
Assign or Share works only for User and Team owned type entity. It will not have option for organization type entity.
Assign: When we have assign privileges given then we can assign the record to another user or teams. When we do this then the ownership of that record is transferred to another user or teams. It will have all accessibility as per the user or teams has security role.
Share: When we have share priviledge then we can share the particular records to another user or teams. When we share the record then ownership of the record is not change but the accessibility of the record is share to new user/team. When record is share, its mapping is created in POA (Principle Object Access) table. which define what about its accessibility.
When we share lot of record then the size of POA table increased and it may decrease the performance of system.
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ReplyDeleteThe owner of a record or a person who has the Share privilege on a record can share a record with other users or teams. Sharing can add Read, Write, Delete, Append, Assign, and Share privileges for specific records. Teams are used primarily for sharing records that team members ordinarily couldn't access. Learn: Dynamics 365 CRM Sydney
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