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Missing Share button on Opportunity form in Unified Interface

  • 1.  Missing Share button on Opportunity form in Unified Interface

    TOP CONTRIBUTOR
    Posted May 08, 2019 01:08 PM
    Hello all.

    I am preparing to roll out another team-specific Model-Driven app (in Unified Interface) for a team. Testing has been interesting as this team uses a much wider variety of D365 functionality. One of my biggest challenges currently is that the Share button is not displaying on an the opportunity form. It's there when looking at the opportunities entity if one or more records are selected. However, it's not displayed when I'm looking at a specific opportunity.

    My research is indicating that record sharing may not be available in the unified interface yet, but that it would be through the hybrid experience which we have turned on.

    Can anyone advise whether it may be something I can fix through Ribbon Workbench (which I'm not really all that familiar with) or if it's functionality not available yet? I don't want to waste a bunch more time trying things if it's just not there yet.

    Thanks for your help!

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    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
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  • 2.  RE: Missing Share button on Opportunity form in Unified Interface

    SILVER CONTRIBUTOR
    Posted May 09, 2019 11:43 AM
    Following this conversation.​

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    Ami Tetrault
    CRM Business Consultant
    Aflac
    Columbia SC
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  • 3.  RE: Missing Share button on Opportunity form in Unified Interface

    GOLD CONTRIBUTOR
    Posted May 09, 2019 01:05 PM
    Hi Julie,

    I can confirm that the Share button does appear on our Opportunity form.  That would lead me to believe it is either hidden under the "More Commands" button for you, or an issue you may need to fix with the Ribbon Workbench as you mentioned.


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    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
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