share views in dynamics 365 CRM

Modern Share Experience on Views in Power Platform | [Preview]

priyeshwagh777 Dynamics 365 CE ,

Here’s how you can use the new Share experience for records in Dynamics 365 Sales / CE using Model-Driven Apps.

As of writing this post, this is in Preview.

Settings

You can navigate to Power Platform Admin Center [https://admin.powerplatform.microsoft.com/] settings area –

  1. Open the Environment on which you want to enable Modern Share feature on.


  2. There’ll you find this Preview feature which will be turned off by default.
    You just need to turn this ON and Save the settings.

Experience

Here’s how the classic Share button works on Views.

  1. When this experience is not enabled by Default, you’ll not see a Share button explicitly.
    Notice that there is not button


  2. And when this setting is turned on, you’ll see a Share button on the top right which can be dropped down to reveal 2 options.

  3. The Email Link works as any other M365 share option.


  4. And the Copy Link button works like any other M365 Sharing link feature. Example – OneDrive or SharePoint.

Hope this helps!

Here are some Power Automate posts you want to check out –

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  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!