Limiting custom views

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Posted on by Community Member Microsoft Employee

Hi,

I would like to limit visibility to custom views in CRM that are not relevant to specific user. I understand they wouldn't be able to see the data anyway if they do click on the view. guess I'm looking for a solution that can make it look neater.

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Community Member Microsoft Employee on at

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RE: Limiting custom views

i went into settings, customize the system and scrolled to where the entity should be. can you send me a screenshot. stuart.coelho@samuel.com
Community Member Microsoft Employee on at

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RE: Limiting custom views

Hi,

the savedquery entity is a system entity which stores the metadata of all views in the system
Community Member Microsoft Employee on at

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RE: Limiting custom views

i don't see that entity "saved query". Am i creating a new solution?

don't understand this line We can achieve this by registering a plugin on entity “savedquery” on message “RetrieveMultiple”.
Community Member Microsoft Employee on at

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RE: Limiting custom views

Ok,

Can you try the solution here: crm365blog.wordpress.com/.../

By Creating Plugin in "RetreiveMultiple" Message
Community Member Microsoft Employee on at

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RE: Limiting custom views

i was trying to send a screenshot via the link. i just don't see where i can deselect the views
Community Member Microsoft Employee on at

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RE: Limiting custom views

Sorry I didn't get your point?
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RE: Limiting custom views

i don't see it

community.dynamics.com/.../business-units
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Community Member Microsoft Employee on at

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RE: Limiting custom views

Hi,

I think you can reach this approach by Security roles, Teams, and Business units

The view will be available in the views list, but it's will be empty (if you do the design of your structure in a perfect way).

Another solution is to do a plugin in "Retrieve Multiple" Message to avoid this custom view from appearing, you can see this blog for more information: crm365blog.wordpress.com/.../