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.

Comments

  1. Business Experts Gulf21 August 2023 at 12:01

    I came across your blog and wanted to drop a quick note to say how much I'm enjoying your content. Your writing style is engaging and informative, making it a pleasure to read your posts. Keep up the great work! I'm looking forward to reading more from you in the future.

    pagero e-invoice dubai

    ReplyDelete

Post a Comment

Popular posts from this blog

Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse

Image
In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM) , providing a structured way to manage, package, and distribute customizations across environments. Microsoft uses solutions to transfer apps and customizations by exporting them from one Dataverse environment and importing them into another.  Each solution is authored and maintained by a publisher and includes components like Power Apps (canvas and model-driven), flows, entities, forms, connectors, web resources, and configurations—excluding business data. Solutions streamline ALM practices within Microsoft Power Platform. In Dynamics CRM/Dataverse, there are two types of solutions: Managed and Unmanaged . When planning an implementation, it’s important to understand the advantages and disadvantages of each to make an informed decision. Let’s explore both types to determine the best approach for development and deployment. In Dynamics 365 CRM, a managed solution is a fully packaged solution ...
Read more

PCF vs. Web Resources: Choosing the Right Extensibility Tool for Dataverse

Image
Extensibility refers to the ability to be extended or augmented beyond the default capabilities of the platform. This involves customization but also includes more advanced techniques, such as coding, integration with external services, and the use of custom components. In the context of Power Platform and Dynamics CRM, the term "extend behavior" refers to the ability to customize and extend the functionality of the platform to meet specific business needs. Extensibility often requires technical skills, such as coding in JavaScript, C#, or using tools like Azure Logic Apps and Power Automate for complex integrations. Customization  is a subset of extensibility. Customization involves configuring and modifying existing elements within the platform to suit specific business needs. Extensibility, on the other hand, covers a wide range of functions and techniques, including customization and more advanced development and integration tasks, to extend the capabilities of the Power ...
Read more

Effective Strategies for Debugging Plugins in Dynamics CRM

Image
In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin debugging. In response, I mentioned using the Plugin Registration Tool profiler. However, I later realized there are multiple methods to debug plugins in Dynamics CRM/Dataverse, each essential for efficient troubleshooting. Debugging plays a crucial role in development, and having a solid understanding of various debugging approaches can help streamline issue resolution in Dynamics 365. Here, I'll explore different techniques for debugging plugin code. There are below options to use in the plugin in Dynamics CRM/Dataverse ITracingService : In Dynamics CRM plugin development, ITracingService is a service provided within the plugin's execution context that logs information for tracing and debugging. It allows developers to capture real-time. Plugin Profiler : A plugin profiler in Dynamics CRM (or Dataverse) is a debugging tool in the Plugi...
Read more