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Microsoft Dynamics CRM (Archived)

Can I Hide Views Shared with Me?

Posted on by 20

CRM 2015 On Premise Web Client 7.0.2.53

I have many Views Shared with my Team and I'd like to hide some of them.

These are under Personal Views not System Views.

Some 2011 posts suggest you can and others suggest you can't and most don't say.

If you can, it's Advanced Find > Saved Views > Select View(s) > Deactivate!

It only makes the View Inactive (Hidden) for you, not for others.

You can Reactivate the View from the "Inactive Views Shared with me" View.

And you didn't need to be given Write permissions to the View that's Shared!

But when I try, I get what others who say you can't are suggesting in their posts:

If I have Write Permissions to the Shared View, Deactivating it deactivates for all!

If I only have Read Permissions, Deactivating it provides an error suggesting

That I need Write Permissions to the Save View (UserQuery) Entity in Core Records.

But I am the Administrator with System Administrator Permissions!

Getting a Microsoft Link to the Answer would be so helpful here!

Thanks,

Larry

*This post is locked for comments

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Can I Hide Views Shared with Me?

    Hi,

    Please refer the discussions below.

    disqus.com/.../creating_and_hiding_shared_views_in_microsoft_dynamics_crm_2011

    community.dynamics.com/.../110509

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Can I Hide Views Shared with Me?

    Hi Larry,

      it's not a link, just some thoughts:

    - If you were able to see all personal views as a Sys Admin, it would be a complete mess(imagine 1000 users each having a personal view). So you can't. They have to be shared with you.

    - A view is a record in CRM. For that record, sharing works exactly the same way it works for everything else. Sharing does not create a copy of the record - it's still the same record, you are just getting permissions to see it/modify it. So yes, once/if you can deactivate that record, it gets deactivated for everyone else, too.

     Besides, if you look at the System Admin security role, you'll see that System Admins have access to their personal "Saved Views" only. Hence, the need for sharing.

      Not that it really answers your question, but it might clarify the mechanics behind this problem.

      As for the solution, this looks like the way to go (I think it's more a solution design there, though):

    [View:https://community.dynamics.com/crm/b/thecrmwizondynamicscrm/archive/2015/04/28/un-share-views-on-demand]

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