Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to hide system view from the lookup field and show only custom view

(0) ShareShare
ReportReport
Posted on by

Hi Friends,

I have a requirement in which i want to hide all the system view which are available when i look for the record through the lookup field.

I just want the user to select only custom view not system view.

Please let me know if you have a better solution either from the c# or system.

I am working on CRM 2016 on-premise.A small help would be much appreciated.

Regards

Shashikant Saxena

CRM Developer

Net Solutions

*This post is locked for comments

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to hide system view from the lookup field and show only custom view

    Hi,

    yes, you are right. But that is the responsibility of developer or admin,user will not involve it.

  • RE: How to hide system view from the lookup field and show only custom view

    Thanks for the reply Wei but what if we create a new custom view then again we have to select that view from here but we dont want to change anything.In this scenario this functionality wont work.

    Its just user can view only all the custom view not the system.

    Regards

    Shashikant Saxena

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: How to hide system view from the lookup field and show only custom view

    Hi,

    IF you open up the lookup properties, if you can see the additional properties, you can unhide the view from there by select those view you wanted to show.

    5672.56.PNG

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: How to hide system view from the lookup field and show only custom view

    Hi Shashikant,

    I think you can control these with security roles: few links:

    www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm  

    community.dynamics.com/.../120621  

    community.dynamics.com/.../211624  

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,407 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans