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Saved Query vs User Query

Microsoft Dynamics CRM Forum

Harshil Shah asked a question on 9 Apr 2019 2:34 AM
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Hello everyone, 

I would like to know difference between saved query and user query and what is the need for having these two separate ? I know that saved query contains all Views & user query contains views specific to users (Personal views) but, Why CRM is not having these two kind of views in Same entity and separate with some flag like IsUserQuery ?

Thanks

Regards,

Harshil Shah

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Hi

Primary reason for them being in separate entities is due to permissions.

User Query (Personal View) is personal to user (no one has access to it, not even via sec roles) unless the user chooses to share it with others where as Saved Query (System View) is available to anyone and can be controlled via Security Roles and permissions.

In short, they are treated separately as they have different permission model

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Rawish Kumar responded on 9 Apr 2019 2:51 AM
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Hi Harshil,

the differennce is mainly around the security and visibility.

As per microsoft official documentation:

A user query, called a saved view in the application, is owned by an individual user, can be assigned and shared with other users, and can be viewed by other users depending on the query's access privileges. This is appropriate for frequently used queries that span entity types and queries that perform aggregation. A saved query, called a view in the application, is owned by an organization making it visible to all users in the organization.

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Charles Abi Khirs responded on 9 Apr 2019 2:55 AM
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Hello,

System Views are available for all users and are related to the entity itself. If the user has access to this entity, he will have access to its views as well. Only the System Admin/System Customizer are able to create System Views.

Personal Views are private views and each user can create its own queries as per his need. Nobody can access the personal views created by other users unless the owner of this view shares them with other users.

This is a security/access reason for having these two types of queries.

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Verified Answer

Hi

Primary reason for them being in separate entities is due to permissions.

User Query (Personal View) is personal to user (no one has access to it, not even via sec roles) unless the user chooses to share it with others where as Saved Query (System View) is available to anyone and can be controlled via Security Roles and permissions.

In short, they are treated separately as they have different permission model

Reply
Rawish Kumar responded on 9 Apr 2019 2:51 AM
Verified Answer

Hi Harshil,

the differennce is mainly around the security and visibility.

As per microsoft official documentation:

A user query, called a saved view in the application, is owned by an individual user, can be assigned and shared with other users, and can be viewed by other users depending on the query's access privileges. This is appropriate for frequently used queries that span entity types and queries that perform aggregation. A saved query, called a view in the application, is owned by an organization making it visible to all users in the organization.

Reply
Charles Abi Khirs responded on 9 Apr 2019 2:55 AM
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Verified Answer

Hello,

System Views are available for all users and are related to the entity itself. If the user has access to this entity, he will have access to its views as well. Only the System Admin/System Customizer are able to create System Views.

Personal Views are private views and each user can create its own queries as per his need. Nobody can access the personal views created by other users unless the owner of this view shares them with other users.

This is a security/access reason for having these two types of queries.

Reply

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