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Hide Views based on Security Role in Unified Client Interface(UCI) of Dynamics 365

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We need to hide some Views based on Security Role in Unified Client Interface(UCI) of Dynamics 365.

We have written plugin code on "savedquery" but it is working only for Webclient not for UCI.

Please let us know if it would be possible to hide views in Unified Client Interface also.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Hide Views based on Security Role in Unified Client Interface(UCI) of Dynamics 365

    Hi partner,

    I tried in my instance and it also didn't work in UCI.I even commented on the filter conditions for the security role, which still didn't work.

    So you could consider using another approch. As we konw, Personal view could only be available by the user who created it and the user shared with. So we could share the personal view to teams and assign different security roles to different pairs according to requirements, then the views will be able to hide based on security roles.

    About the plug-in did not work, please raise a ticket to Microsoft support team to ask the engineers help you reolve the problem more professional.

    Hope it helps.

    Best Regards,

    Leo

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