Tuesday, June 7, 2011

Delete and Share records using CRM Workflow

You might have noticed that the process designer in CRM provides steps for updating/creating a record, sending an email, etc. but there is no step for deleting or sharing records. I have shared a CRM 2011 solution that adds a "delete" and "share" step in the workflow designer:

With this solution you will be able to delete and share the primary entity of the workflow, as well as all the related entities by a 1:N relationship.

The solution supprots the following actions:

  • Deleting the primary entity of the process or related entities (1:N relationships with primary entity).
  • Sharing the primary entity of the process or related entities (1:N relationships with primary entity).
  • Can be used in workflows and dialogs.
  • Use of dynamic expressions (e.g. Share record with the "Manager of the Owner of the primary entity").
  • Sharing of any privilege (read/update/create/append/share/assign/etc).
  • No support for CRM Online

It is very simple and you only need to install the managed solution and voila. You can download the solution from CodePlex here. There is also documentation available on how the tool works.

Note, since version 2.0 you can also select which specific privileges you want to share. For more details check this post: http://gonzaloruizcrm.blogspot.ca/2012/05/crm-2011-share-specific-privileges-via.html

2 comments:

  1. Would be great to have the ability to specify what permissions you want to share the record with. But great anyway! Thanks!

    ReplyDelete
  2. That will be available in the next release ;-)

    ReplyDelete