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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Need to show specific ...
Microsoft Dynamics CRM (Archived)

Need to show specific records in View for specific users (based on team)

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Posted on by Community Member Microsoft Employee

I have entity "Work Order" for which I have defined many custom views. Work Orders can have records with statuses as "active ,cancelled, closed, inprogress, submitted" etc. My requirement is - currently logged in user who belongs to a specific team "sales representative" should be able to see all records on view. If current logged in user does not belongs to "sales representative" team, she should not be able to see  "cancelled" records on view but all other record should be visible. How can I achieve this using custom filters if it is possible? Or by code changes?

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  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to show specific records in View for specific users (based on team)

    Hi,

    You cannot add personal views to the Solution.

    if the total number of views that need to be moved is less ,then ask you admin to create in all environments and share to view to the required users.

    if the count is more  There are third party product available to do the same.

    Refer Below links:

    mscrm-chandan.blogspot.in

    dynamicslollipops.blogspot.in/.../export-import-user-saved-views.html

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to show specific records in View for specific users (based on team)

    Thanks for your quick responses !

    I have one doubt to ask about creation on Personal View. If I make these changes in my Dev environment, then how to promote these changes to higher environments like in QA or UAT or Prod? I think these changes can be done as manually only by some user or administrator. We generally promote our changes as "solution" to higher environments.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to show specific records in View for specific users (based on team)

    Hi,

    You need to create Personal views and Share this with different teams.

    You first view will show all the work orders for all statutes ,and you will share this view with the sales representative team

    Your second view will say if workorder Status ="active ,cancelled, closed, in progress, submitted "

    Here you will add all the available statutes for a non sales representative team

    meaning you will leave it cancelled and any other unwanted status for this team,then you will share this view with

    the team.

    Regards  

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to show specific records in View for specific users (based on team)

    To show views that are only shown to specific users, you could create the view as a personal view and then share the view to the user(s) or a team.

    https://community.dynamics.com/crm/b/crmtipstricksnewstomaster/archive/2016/09/12/sharing-personal-views-in-microsoft-dynamics-crm

  • Verified answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,811 on at
    RE: Need to show specific records in View for specific users (based on team)

    Solution # 1: Check out how to play with Sample: Work with views. In this way, you can achieve your requirement. (Degrade the performance of system)

    Solution # 2: Create two views with different filter criteria and train your users to use those views according to their needs. (Less cost in implementation and no performance impact.)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to show specific records in View for specific users (based on team)

    Hi Nithya

    Thanks for the reply. But it seems that solution and executable are not available for download now. Is there any other method available ?

    Regards

    Ravi

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to show specific records in View for specific users (based on team)

    Refer this:

    www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Need to show specific records in View for specific users (based on team)

    Hi,

    You could create role-based views using the below tool in dynamics CRM.

    See: rolebasedviews.codeplex.com

    Hope this helps.

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