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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / DY365 Security view
Microsoft Dynamics 365 | Integration, Dataverse...
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DY365 Security view

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Posted on by MBB

You can set security in the views?

  • Community Member Profile Picture
    Community Member on at
    RE: DY365 Security view

    Hi Partner,

    Please click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

     pastedimage1633309856307v1.png

    Thanks. 

  • MBB Profile Picture
    MBB on at
    RE: DY365 Security view

    Thanks!!!!!!

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: DY365 Security view

    Hi Partner,

    Unfortunately, you can't set security in the views.

    I would recommend you disable the original view, then create a personal view that is the same as it, and share it with the users/teams who should be able to access them.

    You can go Customizations > Customize the system > Entities > one entity > Views to open one view, note columns and filter and view name, then disable it.

    pastedimage1632971332054v2.png

    Then go to advanced find the entity to create a personal view with same columns and filters and name.

    pastedimage1632971791827v5.png

    Save it with same name and click Save Views to navigate to another tab to share the new personal view.

    pastedimage1632971890250v6.png

    Sharing Personal Views in Microsoft Dynamics CRM - Ledgeview Partners

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