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Show records shared with Ownership Team

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Posted on by IanJB

Hi all,

I'm wondering if there is a way to retrieve records shared with a given team. I'm working on some Custom Pages and can filter records that have been related to one another (such as Users and Security Roles), but I have not been able to find such a relationship between records from custom tables that are shared to teams. At present the only way I can tell where a record has been shared is to select it in a model driven app and then open the "Share" pane (see snip below). I would like to have a custom page where I can basically go the other direction - select a Team and then display all records that have been shared with it. Any thoughts?

Thanks!

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Microsoft Dataverse with Power Apps

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a33ik 3,306 Most Valuable Professional on at

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Hello,

Sharing creates a special record in the table "Principal Object Access". You can query that table to get the list of teams/users the record was shared with. Check this - https://community.dynamics.com/forums/thread/details/?threadid=e06890a9-4939-4988-849b-183d7e43d055

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ivan_apps 2,187 Moderator on at

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Download XrmToolBox and take a look at the Principal Object Access plugins. I believe some one them will do what you want to query with just a few clicks.

https://www.xrmtoolbox.com/plugins/Ameed.Xrm.SearchPOALandscape/

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IanJB 93 on at

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Thanks @a33ik this is exactly what I was looking for! Easily applicable to filter a Team's GUID value (PrincipalId) to a target table's record GUID values (ObjectId) with no delegation problems as an added bonus! Much appreciated!

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