Adding User Queries
-
2. května 2012 12:06I know that no one, not even CRM System Admins, have access to create a UserQuery, or Saved View, for other users. When A new user is created there are quite a few new entries in my user query table as being created by the new user. We have 1 query that we would like to get in there and have it ready for the user when he/she first gets into CRM, primarily the Local Data Groups in the Outlook Plugin. I was wondering if there was a way to edit/add/delete user queries that are created when the user is created since we cannot write an application to add these in for us.
Všechny reakce
-
2. května 2012 12:50
Hi,
There is no supported way to do that.
For having user query ready for your new users: Create the advanced find (user query) and then share it among your new users. Your new users can then replicate this shared user query and create their own copy. Or Create your own user query and assign it to the new user.
The other ways could be by writing scripts against database but is unsupported (i would strongly advise against it).
I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm
My Twitter: https://twitter.com/#!/ashishmahajan74My Linkedin: 
- Navržen jako odpověď Ashish Mahajan Australia (Architect) 2. května 2012 12:50
- Označen jako odpověď Jack.Templin 2. května 2012 13:10
-
2. května 2012 13:11THank you very much for you response Ashish. I will have to let our CRM Program Manager know that the users will have to create their Local Data Groups manually.
