Does CRM 2013 Contact/Customer/Leads views can be set based on security roles??
What I mean is.... Is there an easy way to show/hide certain views based on certain Security Roles?? or do we have to write plugin or something else??
Thanks,
Nick
Hi Nick,
To create role based views, the only option is to create plugin and register on Retrieve Multiple. You can find an example here : http://ms-crm-2011-beta.blogspot.in/2012/09/how-to-hide-some-systemcuctom-views-ms.html
Admin QuikView Solution for CRM 2013
Go to this link this might be help full for you
http://rolebasedviews.codeplex.com/documentation