To enable quick sharing of the read-only link of the records to any users within the organization, log in to Power Platform Admin Center
Select the Environment > Settings > Privacy + Security
Switch On the Enable Sharing option
This option currently works on the Contact, Account, Opportunity, and Case table.
It enables the option of sending the link to the record with
- People in the organization with the link
- Specific People
- People with existing access.
Clicking on the Copy link opens the below model dialog box –
Clicking on People with existing access opens the below options –
- People in your organization with the link
- Specific people (disabled)
Here we have selected “People in your organization with the link“
This enables any user (even if he has no CRM License or Dynamics 365/ Power Platform Role assigned) with the link to open the record as read-only.
This is how the record has opened for the user having no access to CRM but having the link to the record. (read-only)
Similarly, Email Link opens the Send Link dialog box, which allows us to select either a User(s) or Team(s) and define the content of the message as shown below
Clicking on Send opens the email in the default Mail Client associated
Here also we have the option to select either People in your organization with the link and Specific People
Get more details –
Hope it helps..
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