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Assigning System Views Based on Security Roles in Dynamics CRM

Post Author: HCLTech | October 21st, 2014

Have you ever had a request to assign system views based off of security roles? This is not an out of the box function of CRM 2013, but the following tool from codeplex makes this a reality:

http://rolebasedviews.codeplex.com/

First, download the RolebasedViews_managed and RolebasedViews_executables zip files from codeplex. Then import the RolebasedViews_Managed.zip solution into your CRM environment. When that step is completed, click the RoleBasedViews Application file within the RolebasedViews_executables zip. This will open up the interface below.

Assigning System Views Based on Security Roles in Dynamics CRM

 

Using the drop down menu at the bottom left of the screen you can connect into your CRM. Once connected, click load data at the top right of the screen. This will list out all of the entities and allow you to select security roles from the drop down menu.

 

Assigning System Views Based on Security Roles in Dynamics CRM

 

Now you have the ability to select which views are visible within each entity for each security role enabling role based views in CRM! You can also select the default view within each entity. For further detailed instructions, please click on the codeplex link below.

http://rolebasedviews.codeplex.com/documentation

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

6 comments on “Assigning System Views Based on Security Roles in Dynamics CRM”

  1. Hi,
    This works very well for me. I want to know what happens at the back-end when we used Role Based views in CRM2015 online version. I am guessing it changes the XML file and adds a filter condition to it.
    But i am not sure about it though.

    Kindly elaborate if possible.

  2. Hi,
    This works very well for me. I want to know what happens at the back-end when we used Role Based views in CRM2015 online version. I am guessing it changes the XML file and adds a filter condition to it.
    But i am not sure about it though.

    Kindly elaborate if possible.

  3. Hi,
    This works very well for me. I want to know what happens at the back-end when we used Role Based views in CRM2015 online version. I am guessing it changes the XML file and adds a filter condition to it.
    But i am not sure about it though.

    Kindly elaborate if possible.

    1. I'm curious about this too, I'm trying to add an external sales group but want to hide a lot of things like entities, views, pretty much just let them see accounts, contacts, and opportunities. I came across the same tool before this article and it says its no longer maintained.

  5. This seemed to be a very useful tool, too bad it's not longer maintained and available for downloading in codeplex...

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