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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 21. Sharing and Assigning Records

Sharing records with others

When you share records with other users, teams, or business units, you grant them specific levels of access to the record. The following permissions can be granted on most records:

  • Read

  • Write

  • Append

  • Append To

  • Share

  • Assign

  • Delete

Task A Sharing a record with another CRM user, team, or business unit

When you grant access to a record, the user, team, or business unit that has been granted access will have the specified level of access to that record. The user, team, or business unit may also be granted access to associated records.

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