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Microsoft Dynamics CRM (Archived)

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

Posted on by 900

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
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Display public view security role wise for current logged in user.

    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.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Display public view security role wise for current logged in user.

    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.

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