CRM Dynamics and record access

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In CRM Dynamics I have a business owner team called Team X, and the team contains 2 members:

  • Member A
  • Member B

If I assign record to Team X then the record is visible to both user, this is correct. However if the record is assigned to Member A then the record is no longer visible to Member B and vice versa. Is there any way to make the record still visible to Member B if owned by Member A and visible to Member A if owned by Member B?

3

There are 3 best solutions below

2
Andrew Butenko On

You can create an automation that will handle the update of owner field and perform sharing of the record with Team X.

2
Islam El-Ashry On

Create a new User Role and make the read permission for a business unit

then assigned this role to the users

0
Anas Ababneh On

*Update the security role for Team X, set the read by BU and write/update by user

*or create workflow on create set owner to Team X