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AnandWani
Regular Visitor

Record sharing in Dynamics 365 Portal

Hi All,

 

Is there any oob/custom way to share records in dynamics 365 portal. 

Requirement: Contact A wants to share his custom entity records with Contact B.

 

I have seen similar questions on group but not sure if anyone able to achieve the requirement.

 

Thanks in advance.

Anand Wani

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @AnandWani

Yes, that will work in your case. 

You can add subgrid of contact entity in your custom entity form. 

 

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3 REPLIES 3
hardikv
Solution Sage
Solution Sage

Hi @AnandWani

You can add contact lookup in custom entity form, then contact/loggedin user can change that contact lookup field.

That way you can achieve your requirement.

 

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Hi @hardikv , yes this will help for sharing record with a contact. But I need to share custom entity record with multiple contacts. Will adding subgrid (1:n) help?

Thanks for your response.

 

-Anand

Hi @AnandWani

Yes, that will work in your case. 

You can add subgrid of contact entity in your custom entity form. 

 

--------------------------
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