web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

🚀 Season of Sharing Community Challenge Launch! 🚀
Ask A Community Pro
Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Role Based Views - MS...
Microsoft Dynamics CRM (Archived)

Role Based Views - MSCRM 2016

(0) ShareShare
ReportReport
Posted on by Kishor Kumar 3,710

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

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Refer this:

    www.magnetismsolutions.com/.../dynamics-crm-2011-view-records-owned-by-my-team-members

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at

    Thanks Mohd,

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

  • Community Member Profile Picture
    Community Member on at

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

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Refer this thread:

    community.dynamics.com/.../128143

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at

    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?

  • Community Member Profile Picture
    Community Member on at

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

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at

    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

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    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.

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at

    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

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    Hi

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch! 🚀
Ask A Community Pro
Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans