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Microsoft Dynamics CRM (Archived)

I want to hide System views based on Security Roles .How can we achieve ?

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In system views we have different types in contact entity.but i want to show only three or four system views based on their security roles.Please suggest !

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  • TomSmelser Profile Picture
    1,570 on at

    I don't believe you can restrict system views. If a user has read access to entity they will have access to view.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    you can try refer below post, there are some suggestions over there.

    community.dynamics.com/.../120621

  • Community Member Profile Picture
    on at

    Hi Wei Jie,

    I looked that link already but that is worked based on tool.can we have any OOB functionality?

  • Community Member Profile Picture
    on at

    Hi Tom S,

    I have tried with App (My Apps) i have created app and created which views i want to show, and gave security role also.but it is not worked as expected.

    Please refer link what i have done below.

    us.hitachi-solutions.com/.../dynamics-365-roadmap-edit-dynamics-365-apps-app-designer-sitemap-designer

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    you can refer to the Scott's suggestion. But it required a lots of effort.

  • Suggested answer
    Community Member Profile Picture
    on at

    OOB Views only have Activate/Deactivate.

    Or we may simply restrict user permissions to show relevant records.

    But if it has to be done here are some community posts that may help,

    community.dynamics.com/.../hiding-system-views

    community.dynamics.com/.../120621

    www.xrmforyou.com/role-based-views.html

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