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