One of the common things people do in
Dynamics365 is share a record such as Lead, Opportunity etc. with other users.
So how does a user know that a record has been shared with him/her?
This was asked by one of our
customer’s. They said “I cannot call and tell that I have shared a lead with
you”. Since emails are an integral part of most users’ days, it makes sense
that Dynamics365 should have the capability to send an email notifying the user
that record has been shared with him/her. But sadly there was no out-of-box
configuration that allows such notification in Dynamics365.
To solve this, we had to look at our
good friend ‘plugin’, so we decided to write a plugin in order to send an email
notification when a record is shared.
Sending email was the easy part but
there was very little information that we found on which event to trigger the
plugin and how to get the details of users with whom the record is being
shared.
Solution
Create a
plugin project as you would normally do. We used the Dynamics365 Developer
toolkit to do the same. Whenever a record is shared “Grant Access” message is
fired so check if the context message is Grant Access (i.e. plugin is executed
for ‘Grant Access’)
Get the user who has shared the
record by checking the context under which the plugin is running.
Now the tricky part – Get the user
with whom the record is being shared. This is found under the “Principal Access”
parameter in the plugin context.
In our case as Lead was being shared
so get the Lead record that is being shared.
Now we have the user who shared the
record, user with whom the record is shared and the record that is shared, so
you can now simply create an email message and send email notification from
plugin.
Although simple but it is a really
handy solution for a common requirement.
So that’s it from SoluzioneITServices Microsoft Gold Partner . This is
our first blog and hope you like it.
If you want additional services then check out Soluzione Digital Services.
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