Easy record sharing
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users by admins, makers, or analysts | ![]() |
- | Sep 2022 |
Business value
Easily share links to records with colleagues who may not have a link to the record.
Feature details
When you're working on a table such as Account, Case, Opportunity, or Contact you can now use Share button to email a link or copy the link and share it with someone else.
Note, the person that you share the link with needs to have permission to access the record.