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
Solved! Go to Solution.
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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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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If you like this post, give a Thumbs up. Where it solved your query, Mark as a Solution so it can help other people!
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