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Role Based Views - MSCRM 2016

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Posted on by Kishor Kumar

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Hey,

I want display the views based on the roles, in the team without using the Codeplex tool any suggestions and ideas?

Say USER 1 - TEAM A, User 1 should be able to see the views of the records that belongs to TEAM A and not the views of the other TEAMS

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Santosh bhagat 464 on at

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RE: Role Based Views - MSCRM 2016

Try XRMTollbox Plugin

dotnetdeveloper2012.blogspot.com/.../dynamics-crm-viewroleconfiguration.html

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Alagunellaikumar 6,212 on at

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RE: Role Based Views - MSCRM 2016

Hi

Please refer below URL to hide view through code
alagunellaikumar.blogspot.in/.../hide-view-in-crm.html

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Kishor Kumar 3,710 on at

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RE: Role Based Views - MSCRM 2016

Hi Mohd I had created as per the link is that, Team A consists of Two Users A and B, when passing the condition, While the User B is also part of the other team B,so my view is getting that team B records also, how to resolve it

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Alagunellaikumar 6,212 on at

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RE: Role Based Views - MSCRM 2016

HI

In the plugin you have to configure

PLugin message retrieveMultiple

Entity SavedQuery

Pre-validation

In the code you can apply fetchxml or queryexpression filter

The above way will work.

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Kishor Kumar 3,710 on at

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RE: Role Based Views - MSCRM 2016

Hi RajKumar,

I want the similar stuff like if User is Kishor, he should able to view certain views and if other user, they should certain views exactlty same thing

As code plex done with, but without that how we can achieve

www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm

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Community Member on at

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RE: Role Based Views - MSCRM 2016

First create a view and test if it's working. if yes then you have to do it for all the views.

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Kishor Kumar 3,710 on at

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RE: Role Based Views - MSCRM 2016

Mohd,It is the issue am facing now, we have many views and many user and the users are related to Team as mentioned earlier. So when user with Team A logged in to the system he should have the rights to view Team A related Records and not other teams.

So you are asking me to create a view with equals current user or team but give the user as security privilege depth for the users?

Then what about the existing views whether I have re-customize as current user Mohd?

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Rajkumar Rajaraman on at

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RE: Role Based Views - MSCRM 2016

Refer this thread:

community.dynamics.com/.../128143

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Community Member on at

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RE: Role Based Views - MSCRM 2016

Make sure that security privilege depth for Security role assigned is User Level

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Kishor Kumar 3,710 on at

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RE: Role Based Views - MSCRM 2016

Thanks Mohd,

But how to restrict the user not view the other views of record?

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