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Microsoft Dynamics CRM (Archived)

hide/show entity views(savedqueies) based on user roles

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Is it possible to hide/show entity views(savedqueies) based on user roles/privilages?
I could not find a way to accomplish this using OOB features.

I need to implement it in my project. Any pointers would be helpful.

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  • Suggested answer
    Goutham A Profile Picture
    Goutham A on at
    RE: hide/show entity views(savedqueies) based on user roles

    I was using internal tool developed by our client for this...Thanks for your Answers

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: hide/show entity views(savedqueies) based on user roles

    walkthrough the link :

    msdn.microsoft.com/.../gg594431.aspx

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: hide/show entity views(savedqueies) based on user roles

    Hi Goutham,

    As far as I know there is no direct way to do this using OOB features, what you can do is create a Personal view and share it with a Team, then assign users and security roles to that Team. I hope this will suits you requirement.

    Cheers,

    Vijay

  • Goutham A Profile Picture
    Goutham A on at
    RE: hide/show entity views(savedqueies) based on user roles

    Thanks Nithin. This includes lot of plugins. there is already another framework similar to this we were using.

    Can you let me know id there any other way to do this

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: hide/show entity views(savedqueies) based on user roles

    if you want to hide the default views or custom views than you can .....try this

    walkthrought the link

    rolebasedviews.codeplex.com

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