Share or Assign Records and Views

When you share To allow another user or team to have a specified amount of access to a record, such as a case, account, or contract. For example, you can share an account with a team and specify that its members can read the account record, but cannot have write access to it. a record with another user, you are giving that user specific permissions, such as Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., or Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role., to that record.When you assign To specify the owner of a record, such as an account or case, or an activity, such as an e-mail message or phone call. Users can assign cases and activities to either a user or a queue. a record to another user, you are making that user the owner of the record.

Share a record

Share a saved view

Assign a record to a user

Assign an activity to a user or queue

Make a report available to all Microsoft Dynamics CRM Online users