In this article, I am defining how to share a record programmatically
To share a record we need to use these namespaces
Code to share a record with specific user :
Code to remove share access from specific user :
Code to modify share access for specific user :
Code to retrieve user share access for specific record :
Code to revoke the share access for specific record :
To share a record we need to use these namespaces
using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Crm.Sdk.Messages;
GrantAccessRequest grantRequest = new GrantAccessRequest() { Target = new EntityReference(Account.EntityLogicalName, _accountId), PrincipalAccess = new PrincipalAccess() { Principal = new EntityReference(SystemUser.EntityLogicalName, _userId), AccessMask = AccessRights.WriteAccess | AccessRights.ReadAccess | AccessRights.ShareAccess } }; // Execute the request. GrantAccessResponse grantResponse = (GrantAccessResponse)_service.Execute(grantRequest);
Code to remove share access from specific user :
ModifyAccessRequest modifyRequest = new ModifyAccessRequest() { Target = new EntityReference(Account.EntityLogicalName, _accountId), PrincipalAccess = new PrincipalAccess() { Principal = new EntityReference(SystemUser.EntityLogicalName, _userId), AccessMask = AccessRights.None } }; // Execute the request. ModifyAccessResponse modifyResponse = (ModifyAccessResponse)_service.Execute(modifyRequest);
Code to modify share access for specific user :
ModifyAccessRequest modifyRequest = new ModifyAccessRequest() { Target = new EntityReference(Account.EntityLogicalName, _accountId), PrincipalAccess = new PrincipalAccess() { Principal = new EntityReference(SystemUser.EntityLogicalName, _userId), AccessMask = AccessRights.ReadAccess | AccessRights.ShareAccess } }; // Execute the request. ModifyAccessResponse modifyResponse = (ModifyAccessResponse)_service.Execute(modifyRequest);
Code to retrieve user share access for specific record :
RetrievePrincipalAccessRequest retrieveRequest = new RetrievePrincipalAccessRequest() { Target = new EntityReference(Account.EntityLogicalName, _accountId), Principal = new EntityReference(SystemUser.EntityLogicalName, _userId) }; // Execute the request. RetrievePrincipalAccessResponse retrieveResponse = (RetrievePrincipalAccessResponse)_service.Execute(retrieveRequest);
Code to retrieve all users share access from specific record :
RetrieveSharedPrincipalsAndAccessRequest retrieveSharedRequest = new RetrieveSharedPrincipalsAndAccessRequest() { Target = new EntityReference(Account.EntityLogicalName, _accountId) }; // Execute the request. RetrieveSharedPrincipalsAndAccessResponse retrieveSharedResponse = (RetrieveSharedPrincipalsAndAccessResponse)_service.Execute(retrieveSharedRequest);
Code to revoke the share access for specific record :
RevokeAccessRequest revokeRequest = new RevokeAccessRequest() { Target = new EntityReference(Account.EntityLogicalName, _accountId), Revokee = new EntityReference(SystemUser.EntityLogicalName, _userId) }; // Execute the request. RevokeAccessResponse revokeResponse = (RevokeAccessResponse)_service.Execute(revokeRequest);
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