Project Description

This is the CRM 2011 version of theCRM 4.0 Share Record Workflow Activity Project http://crm40sharestep.codeplex.com

A simple custom workflow activity to share any record that can be shared or remove sharing to any record in CRM 2011.

CRM 2011 provides workflow steps to create, update, assign records, but not to share/unshare them. This custom workflow step will do just that.

You can share a record with up to two teams and two users in one swoop. You can also remove all the shares before applying new ones.

It's not rocket science, but it's useful, at least for me.

To use this assembly, copy it into the C:\Program Files\Microsoft Dynamics CRM Server\Server\bin\assembly directory (or wherever your server base directory is) and use the Plugin Registration Tool to register it, giving it a meaninful Name and Group name. Now you will have one extra step to chose from while creating workflows.

Last edited Aug 4, 2011 at 2:00 PM by gemina, version 6