Explore new options of ‘Copy link’ and ‘Manage Access’ to share individual CRM records in a jiffy!

In this blog post, we'll explore two exciting new features introduced within Microsoft Dynamics 365 CRM - "Copy Link" and "Manage Access". These features allow for quick and easy sharing of individual CRM records. Previously, users had to manually copy the URL of the record they wanted to share and send it to their colleagues, a time-consuming and labor-intensive process.

With the new "Copy Link" feature, users can quickly generate a link to a specific CRM record with just a few clicks. This link can then be shared with other CRM users, allowing them to access the record directly. The "Manage Access" feature allows users to easily control who has access to a particular CRM record. This can be especially useful in scenarios where sensitive information needs to be shared with a specific group of users, while keeping it hidden from others.

These new features are sure to save time and boost productivity for CRM users, making it easier than ever to share and collaborate on individual records. To learn more about these features and how to use them, check out the original blog post linked below.