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Dynamics CRM : ViewRoleConfiguration

Dynamics CRM : ViewRoleConfiguration

Santosh BhagatDyn365CE6 years ago11 Views

Recently in Dynamics 365 I got a requirement to show system views
based on user security role.

I try find any out-of-box way to achieve this but unfortunately
there is no Out-of-box way to achieve this.

I had developed customize way to configure System views
visibility based on security role.

After completing my solution, I think this
might be requirement for other CRM users also.

This tool is working only on classic CRM and also install a solution in your environment.

So, I have created XRMToolBox plugin for this configuration.
Now anyone can download this plugin either from XRMToolBox or from given link ( Download Plugin) and configure.

Configuration: –

Open XRMToolBox and connect to your Organization.
Search “view-role configuration” if already installed else go
to XRMToolBox “Plugin Store” and install this plugin. Or save downloaded plugin
in your Plugin folder.

Open View-Role Configuration plugin. If you are using this
plugin first time you need to click on “Import Solution” button first.

Download Solution

This step will install a new solution named “ViewRoleConfiguration”
in your organization. This solution is developed on Dynamics 365(9.0) version.

Once this solution is successfully installed. We are ready
to configure our system views based on different security role.
Click on “Retrieve Data” button. This will retrieve security
role list and entities list.

Select your “Security Role” for which you want to configure
view permission.

Now select entity for which need to configure view
permission.

On Entity selection, it will show all system views whose (querytype is 0). I.e view which
shows in view selector.

Select the view which you want to hide for given security
role.

Example: – I am using
“My Active Accounts” for demo.

Now click on “Save Data”. This will create a record in “View
Role Configuration” entity. This record will be used to enable security role-based
view visibility.

Before View-Role view configuration: –

After View-Role Configuration: –

We can see that “My Active Accounts” is not visible in Account
view selector list. Even this view also not available in advance find view.

When we want to remove View-role security. Follow the same
process and now just de-select view
and click on “Save Data”. This will delete the configuration record and view
will become available for that security role.
We can also delete this solution from your organization with
the help of given plugin.

Note: – Use two
users while testing this plugin. One user by which you connect XRMToolBox.
Second user which have that security role on which you are configuring security
role-based system views.

Please provide your comment and share your reviews.

Original Post https://dotnetdeveloper2012.blogspot.com/2018/07/dynamics-crm-viewroleconfiguration.html

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