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How to Hide/Show System View bases on Security Role

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Posted on by Sumedha

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In system views we have 2 views on Customer Call History entity(custom entity). I want to show All Call History view to System Adminstrator and Not Answer Call view to Basic User Role.

I want to hide view from d365 sales hub app . On sitemap I have selected those 2 views. Please suggest !

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Leah Ju Microsoft Employee on at

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Hi Partner,

Now, we can hide the specific view for every user:

https://learn.microsoft.com/en-us/power-platform/admin/settings-features#advanced-find-options

But we can't hide system views for specific users based on security role through OOB ways.

Maybe you can try to achieve this through the following ways:

1)Creating personal views and share views to respective users who need to see them

2)Using same view, but restrict the visibility of certain fields by column-level security.

https://learn.microsoft.com/en-us/power-platform/admin/field-level-security

3)Plugin

https://crm365blog.wordpress.com/2018/07/15/show-hide-views-based-on-user-security-role/

https://siddiquemahsud.blogspot.com/2017/08/hide-views-based-on-user-roles-in.html

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Sumedha 142 on at

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Hii,

Actually I am trying plugin based on security role it but it is not working

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