This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
Select several records by pressing the CTRL key while you click each record.
Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
By default, the Microsoft Dynamics CRM Online Web application displays 50 records per page. You can increase the number of records displayed and thereby increase the number of records you can select at one time. To display up to a maximum of 250 records per page:
On the Tools menu, click Options.
On the General tab, in the Records Per Page list, select the number of records to display per page.
Click OK.
This changes the number of items that is displayed for all lists, which may slow response time when you switch record types. Therefore, you might want to set it back to a smaller number when you are done with this bulk action.
On the Actions toolbar, click More Actions, and then click Sharing.
In the sharing dialog box, under Common Tasks, click Add User/Team.
In the Look Up Records dialog box, in the Look for list, select the type of record you want to find.
In the Search for records box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
In the list of available records, click a user or team to select it, and then click the Add Selected Records button to add the user or team to the Selected records list.
Repeat step 6 to add more users or teams.
Click OK.
In the sharing dialog box, select the type of share access that you want. The available permissions are: 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., 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., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Assign A privilege required to give ownership of a record to another user. Which records can be assigned depends on the access level of the permission defined in your security role., or Share A privilege required to give access to a record to another user while keeping your own access. Which records can be shared depends on the access level of the permission defined in your security role..
To see records that have been shared with you, use Advanced Find to create a saved view that includes the owner column. If you can access the record, but are not the owner, it has been shared with you.
If you want to limit the permissions on a record you own, you can share the record with yourself. Then, you can limit the permissions on the record. For example, if you clear the delete permission on a record, you will not be able to delete that record.
Notes
To cancel any changes that you have made and retain the previous permissions settings, click Reset.
To select or clear all permissions on a selected item, click Toggle All Permissions of the Selected Items.
You cannot create a new contact or account that is shared by default.
When you share a record, the user with whom you share the record inherits the privileges on certain associated records. For example, when you share a contact, the user is also granted the same privileges on the parent account An account record associated with one or more other account records.. To prevent privileges from cascading, a user with the appropriate security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. can change this behavior by customizing the relationship definition for the record type. More information: Work with Entities
Record types that can be shared
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to add the user or team to the Selected records list.