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1402 tips served

Tip #1314: Sharing in Forms Pro

A cup with two straws to share the drink

You create an amazing Forms Pro survey, and you want to share it with your colleagues so they can edit it. So you hit the Share button. You are given three options: Share and collect responses, share as a template, and share to collaborate. To share editing privileges, you should select Share to collaborate. This […]

Posted on November 5, 2019 by Joel Lindstrom (Twitter) in Administration
Tagged forms pro, Sharing | 3 Comments

Tip #969: The problem with sharing

Does Microsoft have guidance about how much sharing is too much? — CRMTOD reader I find it hard to believe we have gone 968 tips without talking about the risks of excessive sharing in Dynamics 365. Few features in CRM parallel sharing on the “this is the best thing ever/this is my worst nightmare” scale. […]

Posted on September 2, 2017 by Joel Lindstrom (Twitter) in Security
Tagged record based security, Sharing | Leave a comment
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