News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Set view based on the ...

Microsoft Dynamics CRM (Archived)

Set view based on the security role

(0) Share

Report

Report

Posted on by vijay12872

1,000

Is it possible to Set the default view for a user for a particular entity based on security role ?

(i.e)

User A having the Role A

User B having the Role B

Now the A user logged in the crm i need to set "View 1" as default View for a lead entity.

if the B user logged in the crm i need to set "View 2" as default View for a lead entity.

Is it possible to achieve ?

*This post is locked for comments

All responses Img

All responses (3)

Answers Img

Answers (0)

Inogic 462 on at

Like (1)

Report

RE: Set view based on the security role

Hi Vijay,

It looks like you want to set default view for entity Home page grid form depending upon the login user security role.
You can try third party tool to do so. Please check below link hope this helps for you.
https://rolebasedviews.codeplex.com/documentation

Thanks!
Sam
Suggested answer

Hemant Kumar Sahu 1,829 on at

Like (0)

Report

RE: Set view based on the security role

Hi Vijay,

Please check the below links, Hope these help you :

https://community.dynamics.com/crm/f/117/t/160545

https://rolebasedviews.codeplex.com/

Thanks
Hemant Sahu
Suggested answer

TheMarkChristie 10,328 Moderator on at

Like (0)

Report

RE: Set view based on the security role

Hi

There are no inbuilt ways to do this, However I have used the following tool www.powerobjects.com/.../assigning-system-views-based-security-roles-dynamics-crm several times and it works well

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸

Quick Links

Leaderboard

#1

André Arnaud de Cal... 294,095 Super User 2025 Season 1

#2

Martin Dráb 232,866 Most Valuable Professional

#3

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans