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CRM 2011 Share Record Code Activity available in Codeplex

August 10, 2011

Microsoft CRM provides workflow steps to create, update, assign records, but not to share/unshare them. Some time ago I wrote a very simple custom workflow to do this for CRM 4.0 (CRM 4.0 Share Record Workflow Activity), which has been downloaded many times from codeplex, so I decided to publish a new version for CRM 2011.

In short, this custom workflow allows to share any record that can be shared or remove sharing to any record in CRM 2011.

You can share a record with up to two teams and two users in one swoop. You can also remove all the shares before applying new ones.

You can find it here: CRM 2011 Share Record Code Activity.

Alberto “Time-sharing” Gemin

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