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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to hide system vie...
Microsoft Dynamics CRM (Archived)

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

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Posted on by Community Member

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

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    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  

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    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

  • Community Member Profile Picture
    Community Member on at

    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

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

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

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