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Microsoft Dynamics CRM (Archived)

Display public view security role wise for current logged in user.

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Posted on by 902

Hello ,

I need to display public view of specific entity security role wise for current logged in user. Is it possible using java script or ribbon customization?

Thanks,

Keyur Shah.

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  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    Unfortunately view cannot be controlled by security role.

    May be you can try RetrieveMultiple plugin on savedquery entity to filter out the views based on your need.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    As also mentioned above, there is no standard/ out of box configuration to achieve this. And apparently this requirement is among to most requested. There is a third party tool which you can use to achieve this. If I am not wrong, this has a free as well as paid version. Though you need to request it from their website.

    www.xrmforyou.com/role-based-views.html

    Hope this helps.

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