At times, you are asked to assign certain CRM records to other users and you just have to do it as a part of the process.
But let’s face it, you still wonder what might have happened to the record after you assigned it to them but your security roles won’t let you access those.
There’s a general D365 setting for this too! You can share your D365 records with other but still retain rights to yourself so keep track of what happened with those later on
- Navigate to Settings > Administration > System Settings
- In General tab, look for the Setting where it reads as ‘Set whether reassigned records are shared with the original owner’ (quite self-explanatory)
Assign Record and check Share Rights
- Now, assigning a records from Priyesh to John as shown below –
- Priyesh would still have rights to the record. Check the Share status of the same. The record will be owner by John but will be shared with Priyesh too.
Hope this is helpful! 😊
2 thoughts on “D365 Quick Tip: Assign your records but keep control”
Thanks for the info.
As owner of the assigned record (task) how do I get notified (other then email) when the assigned task as been completed.
Hi, if you are well acquainted with Flow and Power Apps, you can perhaps have a Flow trigger on Task Completion to send a Notification to you or any other user. Try this – https://d365demystified.com/2020/08/16/send-a-power-app-push-notification-using-flow-to-open-a-record-in-canvas-app-power-automate/
It might not fully apply to you but can give you some ideas.