Microsoft Dynamics CRM (Archived)

Security Role based system views

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Posted on by Drew Inc.

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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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Rajkumar Rajaraman on at

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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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Abed Haniyah 4,287 on at

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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.

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Hamzeh Zawahreh 3,674 on at

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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

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Aileen Gusni 44,524 on at

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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.

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Drew Inc. 1,680 on at

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Thanks all, Its working like a charm.

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Community Member on at

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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

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Community Member on at

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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

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Community Member on at

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I guess its not supported in dynamics 365

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Tomar Sourabh 110 on at

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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.

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