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Account Merge Creates Share

  • 1.  Account Merge Creates Share

    TOP CONTRIBUTOR
    Posted 11 days ago
    While researching an issue where we were seeing Accounts shared with the Account Owner.  The privileges shared included delete which no User has permissions to do.

    What we found was that the system creates a full share for the Master record owner on the Child record then merges the records.  When this is done the share moves from the Child record to the Master record, leaving the owner of the record with a full share on the record they own.

    When we try to remove the share the system throws a hissy fit saying "Only owner can revoke access to the owner".  The workaround that i found for this bug is from March 2012.  It says to change the owner, delete the share, and change the owner back - please tell me someone has found a better way.

    Any help is appreciated.

    https://social.microsoft.com/Forums/en-US/3fface50-ad5b-4ae2-a9f8-89347503120b/crm-2011-merge-account-creates-share?forum=crm




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    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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  • 2.  RE: Account Merge Creates Share

    TOP CONTRIBUTOR
    Posted 10 days ago
    Yes, there are some organisation settings you can use to control this. Check out the "Sharing" section on my blog post:

    https://markcarrington.dev/2019/08/31/msdyn365-internals-merge-permissions/


    ------------------------------
    Mark Carrington
    Chief Technologist
    Data8
    Chester
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  • 3.  RE: Account Merge Creates Share

    TOP CONTRIBUTOR
    Posted 10 days ago
    Mark,

    This is great info and should prevent unwanted shares in the future.  I'm still stuck cleaning up hundreds of shares that should not exist that the system created.

    Thanks again for the help.


    ------------------------------
    Jim Corriveau
    A.W. Chesterton Company
    Groveland MA
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