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dynamics-crmcrmdynamics-crm-onlinedynamics-crm-2015

How to execute CRM workflow when a record is shared


Is there any way to execute a CRM workflow when a record is shared to a user or team in CRM 2015 online?


Solution

  • You can stick a plugin to fire on share. Prob OOTB, there is no way to register a workflow to trigger on share (today anyway I think).