Dynamics 365 CRM : Assign vs Share

 In Dynamics 365, both "Assign" and "Share" are actions that control the ownership and access to records, but they serve different purposes:



Assign:

  • "Assign" refers to the process of changing the ownership of a record from one user or team to another user or team.
  • When you assign a record, the ownership and associated security permissions are transferred from the original owner to the new owner.
  • The original owner will lose access to the record, and the new owner will gain full access, including the ability to edit and delete the record.

Share:

  • "Share" refers to the process of giving specific users or teams access to a record without changing its ownership.
  • When you share a record, you can grant Read, Write, Append, Append To, or Assign permissions to other users or teams.
  • Sharing allows you to provide additional access to specific records for individuals or groups who are not the primary owners of the records.
  • Sharing is commonly used when you want to give temporary or limited access to specific records without transferring ownership.

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