Hi All,
I wonder if someone can help me out as I'm hitting my head against a brick wall trying to figure out the answer.
In CRM (were using 2013 on-premise) you have the ability to share records - accounts, cases, opportunities etc. Now this functionality works well and the various sharing options are useful. However, once a record is shared...then what.
If I share an account, the user i have shared it with has no idea its shared with them unless I tell them. Likewise if I own several hundred accounts and want to share them with a team so that they can update the records, I as the account owner have no idea what Ive shared and with whom Ive shared them with.
I understand that i can create some custom views by manually creating/editing both the FetchXML and LayoutXML files to create the views, but surely out of the box there is something that will show me whats shared either with me or by me?
Am i missing something or have MS only half implemented the whole sharing records scenario?
Many Thanks
Paul