Sharing Records in CDS/ Dynamics CDS automatically based on a specific action??!!! we used to write Custom Workflow Activity or some kind of plugin to Achieve it which may take some hours to develop deploy and Fix.
Well ! NO CODE 1 Step workflow can achieve this!
- By using the Common Data Services ( Current Environment) -> Select Perform Unbound Action

2. Choose Grant Access

3. Now the Target should be entitylogicalname-plurarl(recordid) or entitylogicalname-plurarl/recordid , record if will be pulled from the Dynamic Contents Property

4. PrincipalAccess which needs to be in JSON format, which will include user or team to which the access will be provided and the Access Mask for the Privilege they will be given.
Principal Access for Team:
{
"Principal:"
{
"teamid":"",
"@@odata.type":"Microsoft.Dynamics.CRM.team"
},
"AccessMask":"ReadAccess"
}
Principal Access for User:
{
"Principal" :
{
"systemuserid":"@{triggerOutputs()?['body/_createdby_value']}",
"@@odata.type":"Microsoft.Dynamics.CRM.systemuser"
},
"AccessMask":"ReadAccess"
}
Below is the list of Access Masks that can be used:
Name | Value | Description |
---|---|---|
None | 0 | No access. |
ReadAccess | 1 | The right to read the specified type of record. |
WriteAccess | 2 | The right to update the specified record. |
AppendAccess | 4 | The right to append the specified record to another object. |
AppendToAccess | 16 | The right to append another record to the specified object. |
CreateAccess | 32 | The right to create a record. |
DeleteAccess | 65536 | The right to delete the specified record. |
ShareAccess | 262144 | The right to share the specified record. |
AssignAccess | 524288 | The right to assign the specified record to another user or team. |
Happy No-Coding!
Hi,
I am trying to do same with one of my Office 365 MS Teams, but getting error message. Does team need to be add in environment and then do the actions?
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This works with only dataverse teams
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Reblogged this on Nishant Rana's Weblog and commented:
https://www.chadalthaus.com/2020/12/unbound-actions-how-to-share-and.html
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Reblogged this on Kokulan’s Blog and commented:
The post is bit old but still relevant. Need a no code solution to automatically share a record? Use GrantAccess Dataverse unbound action in Power Automate to share a record. Thanks Nishant Rana for re blogging this post.
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