How to hide views based on Security Role/Team ?

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Posted on by Community Member Microsoft Employee

Hi ,

I have created so many views for the sake of Dashboard reports but those are showing to everyone. I want to show those views to particular group or something like that is that possible?

Regards,

Manikandan S.

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Mohan Kumar 90 on at

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RE: How to hide views based on Security Role/Team ?

Basically, create a new UCI App - similar to the existing one and configure the views that needs to be showed/hidden for each entity. Assign the security roles as needed. Hope this helps.
VINAY012 on at

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RE: How to hide views based on Security Role/Team ?

There is no out of the box way to hide view based on security roles, but you can do custom development or can use this tool :rolebasedviews.codeplex.com

This tool is not available can any one suggest any other tool or idea would be appreciated
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Community Member Microsoft Employee on at

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RE: How to hide views based on Security Role/Team ?

Hi Manikandan,

proceed as follows.

1) Add at the begin (or end) of your view name a code, like ALL or TEAM NAME X, o TEAM NAME Y

2) Create a plugin/workflow which share or unshare view following some rule, like:

if(view.name.contains(ALL)) then share with all teams/users

else if(view.name.contains(TEAM)) then share with all team name

Please let me know if you solve.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

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Aric Levin 30,188 on at

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RE: How to hide views based on Security Role/Team ?

Hi Mani,

You can also create a Private view and Share it with the Team of the Business Unit. This will give access to all the users that are members of that team access to the view.

Just another alternative to custom code or using Role Based Views tool.

Hope this helps.
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Syed Ibrahim 6,257 on at

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RE: How to hide views based on Security Role/Team ?

Hi mani,

As mahendar suggested there is no OOB feature available and you can use XrmToolBox to achieve it. If you are looking something using SDK then follow the below link.

[View:http://alagunellaikumar.blogspot.sg/2015/11/hide-view-in-crm.html?m=1]

Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.
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Mahendar Pal 45,095 on at

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RE: How to hide views based on Security Role/Team ?

Hi,

you can check it here:www.xrmforyou.com/products.html
Community Member Microsoft Employee on at

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RE: How to hide views based on Security Role/Team ?

Hi Mahender,

That link has warning like"This tool is no longer maintained and available in codeplex. ".

Regards,

Manikandan S.
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Mahendar Pal 45,095 on at

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RE: How to hide views based on Security Role/Team ?

Hi Mani,

There is no out of the box way to hide view based on security roles, but you can do custom development or can use this tool :rolebasedviews.codeplex.com