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Answered

Security Role based system views

Posted on by 1,680

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

  • Tomar Sourabh  Profile Picture
    Tomar Sourabh 110 on at
    RE: Security Role based system views

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Role based system views

    I guess its not supported in dynamics 365

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Role based system views

    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

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security Role based system views

    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 Inc. Profile Picture
    Drew Inc. 1,680 on at
    RE: Security Role based system views

    Thanks all, Its working like a charm.

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,520 on at
    RE: Security Role based system views

    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

    rolebasedviews.codeplex.com

    Thanks.

  • Verified answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at
    RE: Security Role based system views

    hi  to do this you can use a tool to do this as explained.

    or see this link, it's very useful:

    community.dynamics.com/.../120621

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: Security Role based system views

    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.

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Security Role based system views

    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

    "Please mark my answer as verified if you found it helpful"

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