![\"How](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/How-to-Generate-Shared-Record-Links-in-Dynamics-365-CRM-A-Step-by-Step-Guide.png\")
<\/p>\n<\/p>\n
In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record?<\/p>\n
Sounds interesting, right?<\/p>\n
Microsoft\u2019s GenerateSharedLink Action solves this problem by allowing users to create a secure, shareable link to a record with just one click. Instead of assigning permissions to each individual or team, you generate a link, share it with colleagues, and they gain access instantly.<\/p>\n
This blog will walk you through:<\/p>\n
Shared record links are unique, system-generated URLs produced through the GenerateSharedLink Action, designed for quick and secure record sharing. When someone clicks the link, Dynamics 365 automatically grants them the necessary permissions to access the record.<\/p>\n
This makes collaboration:<\/p>\n
Traditionally, developers used the GrantAccessRequest message<\/strong> to share records programmatically. This required:<\/p>\n The GenerateSharedLink Action<\/strong> is simpler:<\/p>\n Step 1: Create a C# Assembly to Generate the Link<\/strong><\/p>\n You\u2019ll need a function that uses GenerateSharedLinkRequest and returns the link.<\/p>\n Expose the assembly logic through Dataverse by registering a custom action.<\/p>\n Use JavaScript with Xrm.WebApi.execute to generate the link dynamically when needed.<\/p>\n Provide end users with a simple \u201cGenerate Link\u201d button on the ribbon so they can share records instantly. Security of Shared Record Links in Dynamics 365: When a user clicks the link, Dynamics 365\/Dataverse validates the signature and grants access to the record. This ensures that only links generated through the system are trusted, making the sharing process both secure and reliable.<\/p>\n If either value is changed, the link becomes invalid. Before granting access, Dynamics 365 verifies the signature to confirm the link\u2019s authenticity and maintain security.<\/strong><\/p>\n The link we receive from the request is only a partial link. To make it usable, we build the complete URL in our ribbon script by combining the link with the required base path. This ensures the final URL is valid and allows the user to navigate directly to Dynamics CRM and access the shared record.<\/p>\n Key Takeaways:<\/strong><\/p>\n The GenerateSharedLink Action in Dynamics 365 CRM transforms record sharing. By replacing manual permissions with secure, one-click shareable links, businesses gain:<\/p>\n If your team still struggles with manual record sharing in Dynamics 365 CRM, it\u2019s time to start using shared record links.<\/p>\n","protected":false},"excerpt":{"rendered":" In Dynamics 365, the traditional way of sharing records involves manually managing user and team permissions. But what if you could simply generate a secure link and share it, so that anyone who clicks on it instantly gets access to the record? Sounds interesting, right? Microsoft\u2019s GenerateSharedLink Action solves this problem by allowing users to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,2361],"tags":[3223],"class_list":["post-42255","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-technical","tag-shared-record-links-in-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=42255"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/42255\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=42255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=42255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=42255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
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Step-by-Step Guide to Creating Shared Record Links:<\/strong><\/h3>\n
private void GenerateLinkOfRecord(CodeActivityContext context, IWorkflowContext workflowContext, IOrganizationService orgService, string primaryEntityName, string recordId, ITracingService trace)\r\n\r\n{\r\n\r\n#region function level variables\r\n\r\nstring functionName = \"GenerateLinkOfRecord\";\r\n\r\nEntityReference targetRecordReference = new EntityReference();\r\n\r\nstring recordLink=string.Empty;\r\n\r\n#endregion\r\n\r\ntry\r\n\r\n{\r\n\r\ntrace.Trace(\"Initiated GenerateLinkOfRecord\");\r\n\r\ntargetRecordReference = new EntityReference(primaryEntityName,new Guid(recordId));\r\n\r\ntrace.Trace(\"Initiated GenerateLinkOfRecord\");\r\n\r\nGenerateSharedLinkRequest request = new GenerateSharedLinkRequest\r\n\r\n{\r\n\r\nTarget = targetRecordReference,\r\n\r\nSharedRights = AccessRights.ReadAccess | AccessRights.WriteAccess\r\n\r\n};\r\n\r\ntrace.Trace(\"Initiated GenerateLinkOfRecord\");\r\n\r\nGenerateSharedLinkResponse response = (GenerateSharedLinkResponse)orgService.Execute(request);\r\n\r\ntrace.Trace(\"Initiated GenerateLinkOfRecord\");\r\n\r\nrecordLink =response.Response;\r\n\r\ntrace.Trace(\"Initiated GenerateLinkOfRecord\");\r\n\r\nLinkString.Set(context, recordLink);\r\n\r\n}\r\n\r\ncatch (InvalidPluginExecutionException ex)\r\n\r\n{\r\n\r\nthrow new InvalidPluginExecutionException(functionName + \":\" + ex.Message);\r\n\r\n}\r\n\r\ncatch (FaultException<OrganizationServiceFault> ex)\r\n\r\n{\r\n\r\nthrow new InvalidPluginExecutionException(functionName + \":\" + ex.Message);\r\n\r\n}\r\n\r\ncatch (Exception ex)\r\n\r\n{\r\n\r\nthrow new InvalidPluginExecutionException(functionName + \":\" + ex.Message);\r\n\r\n}\r\n\r\n}<\/pre>\nStep 2: Register the Assembly in a Custom Action:<\/strong><\/h3>\n
![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/1Simplifying-Collaboration-in-Dynamics-365.png\")
<\/p>\nStep 3: Write JavaScript to Call the Action:<\/strong><\/h3>\n
public generateLink(primaryEntityName: string, currentRecordId: string) {\r\n\r\nlet functionName: string = \"generateLink\";\r\n\r\ntry {\r\n\r\n\/\/validate name\r\n\r\nif (this.isValid(currentRecordId) && this.isValid(primaryEntityName)) {\r\n\r\nvar request = {\r\n\r\n\/\/ Parameters Edm.String\r\n\r\nRecordId: currentRecordId.replace(\"{\", \"\").replace(\"}\", \"\"),\r\n\r\nPrimaryEntityName: primaryEntityName,\r\n\r\ngetMetadata: function () {\r\n\r\nreturn {\r\n\r\nboundParameter: null,\r\n\r\nparameterTypes: {\r\n\r\nRecordId:{typeName:\"Edm.String\",structuralProperty:1 },\r\n\r\nPrimaryEntityName: {\r\n\r\ntypeName: \"Edm.String\", structuralProperty: 1 }\r\n\r\n},\r\n\r\noperationType: 0,\r\noperationName: \"new_GenerateSharedLink\"\r\n\r\n};\r\n\r\n}\r\n\r\n};\r\n\r\n\/\/@ts-ignore\r\n\r\nXrm.WebApi.execute(request).then(\r\n\r\nfunction success(response) {\r\n\r\nif (response.ok) { return response.json(); }\r\n\r\n}\r\n\r\n).then(function (responseBody) {\r\n\r\nvar result = responseBody;\r\n\r\nconsole.log(result);\r\n\r\nvar recordlink = result[\"RecordLink\"];\r\n\r\nCRM_Contact_Library.makeFullUrlFromResponse(recordlink);\r\n\r\n}).catch(function (error) {\r\n\r\nconsole.log(error.message);\r\n\r\n});\r\n\r\n}\r\n\r\n}\r\n\r\ncatch (error) {\r\n\r\n\/\/showing the error\r\n\r\nCRM_Contact_Library.showErrorMessage(functionName, error.message);\r\n\r\n}\r\n\r\n}\r\n\r\n\u00a0\r\n\r\nmakeFullUrlFromResponse = (recordlink: string) => {\r\n\r\n\/\/function level varibales\r\n\r\nlet functionName: string = \"makeFullUrlFromResponse\";\r\n\r\ntry {\r\n\r\n\/\/@ts-ignore\r\n\r\nvar baseUrl = Xrm.Utility.getGlobalContext().getClientUrl();\r\n\r\n\/\/ Construct full share link\r\n\r\nvar fullRecordLink = baseUrl + \"\/main.aspx?\" + recordlink;\r\n\r\n\u00a0\r\n\r\n\/\/@ts-ignore\r\n\r\nXrm.Navigation.openAlertDialog({\r\n\r\ntext: \"Shareable Link:\\n\" + fullRecordLink\r\n\r\n});\r\n\r\n\u00a0\r\n\r\n} catch (error) {\r\n\r\nCRM_Contact_Library.showErrorMessage(functionName, error.message);\r\n\r\n}\r\n\r\n}<\/pre>\nStep 4: Add a Ribbon Button for Easy Access:<\/strong><\/h3>\n
\n<\/strong><\/p>\n![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/2Simplifying-Collaboration-in-Dynamics-365.png\")
<\/p>\n
\n<\/strong>
\n<\/strong>The link created by the GenerateSharedLink Action contains two main parts:<\/p>\n\n
Use Case Example <\/strong>of Shared Record Links in Dynamics 365<\/strong>:<\/strong><\/h3>\n
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![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/3Simplifying-Collaboration-in-Dynamics-365.png\")
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![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/4Simplifying-Collaboration-in-Dynamics-365.png\")
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![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/5Simplifying-Collaboration-in-Dynamics-365.png\")
<\/p>\n![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/6Simplifying-Collaboration-in-Dynamics-365.png\")
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![\"Simplifying](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/09\/7Simplifying-Collaboration-in-Dynamics-365.png\")
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FAQs related to <\/strong>Shared Record Links in Dynamics 365<\/strong><\/h3>\n
\n
\nIt\u2019s a feature that creates a secure, shareable link to a CRM record, giving colleagues instant access without manual permission assignments.<\/li>\n
\nYes. Each link has a unique cryptographic signature. If altered, the link becomes invalid.<\/li>\n
\nNo. Links only work within your Dynamics 365 CRM environment and require authentication.<\/li>\n\n
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\nThey allow faster collaboration, ensure records are never locked due to unavailable users, and improve customer response times.<\/li>\n<\/ol>\nConclusion<\/strong><\/h3>\n
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