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Just wondering if we can get the following requirement to working
Security Role 1 - > Need to see only View A, View B
Security Role 2 -> Need to see only View C
If user have both security roles - > Need to see all View A, View B, View C.
Is that achievable in Dynamics CRM 2013/15?
Thanks
Drew
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Hi Pratima,
Can you please make sure its supported or not in dynamics 365.
If its not supported, do we have another solution to achieve role based view
Thanks in advance.
I guess its not supported in dynamics 365
I followed all the mentioned steps, but after clicking on Save Changes icon no changes are reflected on CRM 2013(On-Premise). Please help and guide.
Thanks
I followed all the mentioned steps, but after clicking on Save Changes icon no changes are reflected on CRM 2013(On-Premise). Please guide.
Thanks
Drew,
Yes, it is possible.
Basically, the concept if you want to know is just using plugin to intercept the retrievemultiple view (savedquery) entity, based on the User Security Role.
Luckily, we have someone who already developed
Thanks.
hi to do this you can use a tool to do this as explained.
or see this link, it's very useful:
Dear Drew,
You can achive it by using Role Based Views in Microsoft Dynamics CRM, please take a look to : rolebasedviews.codeplex.com
Hope this helps,
Abed.
Hi Drew,
Yes it is possible in CRM 2013 and CRM 2015.
Refer this link:
www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm
Hope this helps.
Regards,
R.Rajkumar
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