Microsoft Dynamics CRM (Archived)

Get access to views that are created by another user

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Posted on by Community Member

Hi All.

The following question: Is it possible to get access to views that are created by a user that has left the company?

Thanks advance.

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TheMarkChristie 10,328 Moderator on at

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Hi

This is how you can share a personal view to a team or user

ledgeviewpartners.com/.../sharing-personal-views-dynamics-crm

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Community Member on at

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Hi Mark,

This action is possible when owner of views set the share of its personal views.

In my case, the owner doesn't work any more in company. He can't give the share himself.

I investigated this source: personalvieweditor.codeplex.com, but seems it doesn't work for CRM 2016.

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Community Member on at

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You can do it with SDK. Private views stored in "userquery" entity. You can query it and do whatever you want with it.

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TheMarkChristie 10,328 Moderator on at

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Ahhh ok

So 2 options

1) Reactivate the user and assign them to admin and share to the relevent people

or

2) I have tried to use this on a 2016 Update 1 system with no luck, I have not used this since 2015 so i would go with the Reactivating

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Community Member on at

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Hi Uriy,

Yes, I can see this entity in database. But how I can share it?

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Community Member on at

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Same as you share any other records (msdn.microsoft.com/.../hh547423.aspx)

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yleclerc 1,549 on at

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Hi Nataly,

Did you ever find a solution for this? Exact same problem here.

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yleclerc 1,549 on at

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Found this solution:

community.dynamics.com/.../tip-517-disabled-user-s-personal-views

Re-enable the user and either change the password or change the AD user ID to another AD account that is not currently a CRM user, then log in to the account and reassign the personal views. If using CRM online, you can add a CRM license to the disabled user and change the password, then log in. Once you have reassigned the saved views, you can disable the user again.

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TomSmelser 1,570 on at

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You can retrieve personal views via SDK. You have to use proxy setting. See here.

www.crmanswers.net/.../retrieve-saved-views-userquery-users.html

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Javed Iqbal 85 on at

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I know its a bit late to anser but it might help someone today:).I wrote a utility that will do the job. All u have to do is import solution and open configuration page and you can view, delete or assign any one's views :)

Link to download solution from github

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