Saved Query vs User Query

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Posted on by Harshil Shah

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Hello everyone,

I would like to know difference between saved query and user query and what is the need for having these two separate ? I know that saved query contains all Views & user query contains views specific to users (Personal views) but, Why CRM is not having these two kind of views in Same entity and separate with some flag like IsUserQuery ?

Thanks

Regards,

Harshil Shah

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Answers (3)

Akanksha09 2 on at

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Saved Query vs User Query

O these views in Model-Driven Apps are essentially saved queries that define how data is retrieved and displayed from the underlying database, which in the context of the Power Platform is the Dataverse (formerly known as the Common Data Service). These queries are primarily written in FetchXML?
when is the data fetched and load? is it when the MDA is loaded or when the view is clicked from drop-down menu?
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Charles Abi Khirs 3,569 on at

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RE: Saved Query vs User Query

Hello,

System Views are available for all users and are related to the entity itself. If the user has access to this entity, he will have access to its views as well. Only the System Admin/System Customizer are able to create System Views.

Personal Views are private views and each user can create its own queries as per his need. Nobody can access the personal views created by other users unless the owner of this view shares them with other users.

This is a security/access reason for having these two types of queries.
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Rawish Kumar 13,758 on at

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RE: Saved Query vs User Query

Hi Harshil,

the differennce is mainly around the security and visibility.

As per microsoft official documentation:

A user query, called a saved view in the application, is owned by an individual user, can be assigned and shared with other users, and can be viewed by other users depending on the query's access privileges. This is appropriate for frequently used queries that span entity types and queries that perform aggregation. A saved query, called a view in the application, is owned by an organization making it visible to all users in the organization.
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Kokulan 18,054 on at

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RE: Saved Query vs User Query

Hi

Primary reason for them being in separate entities is due to permissions.

User Query (Personal View) is personal to user (no one has access to it, not even via sec roles) unless the user chooses to share it with others where as Saved Query (System View) is available to anyone and can be controlled via Security Roles and permissions.

In short, they are treated separately as they have different permission model