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Microsoft Dynamics CRM (Archived)

Set view based on the security role

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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 ?

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TheMarkChristie 10,328 Moderator on at

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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

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Hemant Kumar Sahu 1,829 on at

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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

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Inogic 764 on at

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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

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