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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Unable to create Perso...
Microsoft Dynamics CRM (Archived)

Unable to create Personal View using Team Roles

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Posted on by PriyaP 15

Hello,

I have a team which has create privileges for View(Advance Find Personal View Entity). Users in team dont have any extra roles rather than team roles.  But still users are not able to create personal view from Advance Find. Any views? 

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  • Suggested answer
    Michel Gueli Profile Picture
    Michel Gueli 982 on at
    RE: Unable to create Personal View using Team Roles

    See the SDK: https://technet.microsoft.com/en-us/library/dn531089.aspx

    About owner teams

    An owner team can own one or more records. To make a team an owner of the record, you must assign a record to the team.

    While teams provide access to a group of users, you must still associate individual users with security roles that grant the privileges they need to create, update, or delete user-owned records. These privileges can't be applied by assigning security roles to a team and then adding the user to that team.

  • Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Unable to create Personal View using Team Roles

    Hi Priya,

    Are you facing any issue while creating it or not even seeing the Create option?


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

  • PriyaP Profile Picture
    PriyaP 15 on at
    RE: Unable to create Personal View using Team Roles

    I found the reason for this. Personal view is always at be user level and that is the reason you cant even increase privileges of "Saved View" from user level to BU level or organization level. So, Saved View can not work with team as team requires organization or BU level access to create record.

  • PriyaP Profile Picture
    PriyaP 15 on at
    RE: Unable to create Personal View using Team Roles

    Thank you Michel for your response.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Unable to create Personal View using Team Roles

    They have fixed this with newer versions of Dynamics. You can set the security role (that you have on the team) to include Direct User access levels and team access. Then it will work with only security roles on the teams. 

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