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Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy! - 365 Community

Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy!



In this blog, we are engaging with two new options introduced within Microsoft Dynamics 365 CRM, “Copy Link” and “Manage Access“. Before these options were introduced, we needed to manually copy the link and share it with the required CRM user. Similarly, to give access to a particular CRM record, we needed to share that particular record with a CRM user who had the minimum basic user-level privilege.

Now, with the “Copy link” And “Manage Access” introduced in Microsoft CRM Dynamics 365, you can easily share and give access to records.

The options are highlighted in the screenshot below: –

1. Copy Link: -Using this, you can share the link of the CRM record with the required CRM user

After selecting “Copy Link“, you will be able to see the following window. Here, the link to the CRM record can be copied.

You will also be able to see the other option as shown in the image below-

As per your requirement, you can select it and click on “Apply“. The link will be accessible only to…



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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