How to Generate Shared Record Links in Dynamics 365 CRM: A Step-by-Step Guide

In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft’s GenerateSharedLink Action solves this problem by allowing users to… Read More »

The post How to Generate Shared Record Links in Dynamics 365 CRM: A Step-by-Step Guide first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.