Have you ever wanted to share a record with a colleague but didn't know how? Dynamics 365 for Finance and Operations offers you the following options out…
Have you ever wanted to share a record with a colleague but didn't know how? Dynamics 365 for Finance and Operations offers you the following options out of the box: You copy the URL from the browser window and paste it into an email or another communication tool. The URL looks something like this: https://xx.ax.dynamics.com/?cmp=xx&mi=VendTable You click the <Get a link> button. This URL looks something like this: https://xx.ax.dynamics.com/?cmp=xx&mi= display :VendTable In principle, both of these options do the same thing -> they open a form and display all available records. But does that help us if we only want to share a single record? No, because Dynamics for Finance and Operations outputs the standard URL regardless of whether a filter is set or not. In the user settings, we can configure what the URL should display: If we now define a filter on a form, the URL changes as follows: If we now click the <Share a link> button again, we receive the standard URL including the filter. Your colleagues can now click it and will see only the desired record.