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ReportDear Colleagues,
How do I create a system view visible to selected roles?
Thanks!
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Dear Colleagues,
How do I create a system view visible to selected roles?
Thanks!
Hi partner,
There is no OOB ways to hide view based on security roles, but you could do custom development or use third party tool.
Please refer to the following links for more details.
1.Use Plug-in
http://alagunellaikumar.blogspot.com/2015/11/hide-view-in-crm.html?m=1
2.Use third party tools.
Steps: https://archive.codeplex.com/?p=rolebasedviews
Tool: http://www.xrmforyou.com/products.html
Hope it helps.
Best Regards
Leo
Agree with Wayne, you can certainly go for Apps. If you still want to apply security role on the views, you can check below tools-
www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm
www.xrmforyou.com/role-based-views.html
Hope this helps.
Not directly, but you can make Apps that only have certain views included, then assign those apps to certain security roles. Making a whole app to manage just views is a sledgehammer to kill a fly, but it definitely works.
Alternately, you can set up personal views and assign them out.
Hi..
You cannot add security restriction on system views. All system views are visible to all users.
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