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CRM 2011 Removing url from lookup view RRS feed

  • Question

  • Hi!

    We want to remove the url from selected rows(in the lookup view). We have developed a VIP functionality and if the user do not have the privilege to see  an account/contact form, the user should not be able to open the account/contact from the lookup view.

    Is it possible the remove the url?

    BR Knut Myre

    Wednesday, August 27, 2014 11:31 AM

All replies

  • The simplest route is to add custom views depending on VIP status.
    i.e. have 1 custom view for none VIP and one for VIP.
    here is an example of adding custom view in crm 2011



    Dev Blog: Dynamics CRM - Thinking outside the Box


    • Edited by Adi Katz Wednesday, August 27, 2014 11:52 AM
    Wednesday, August 27, 2014 11:52 AM
  • Hi!

    We want to remove the url from selected rows(in the lookup view). We have developed a VIP functionality and if the user do not have the privilege to see  an account/contact form, the user should not be able to open the account/contact from the lookup view.

    Is it possible the remove the url?

    BR Knut Myre

    The security needs to be done by security roles/business units/FLS/...If you modify the lookups, nothing stops the user to open advanced find and looks for all the account/contacts he can access including attributes not available on the forms.

    My blog: www.crmanswers.net - Rockstar 365 Profile

    • Proposed as answer by Guido PreiteMVP Wednesday, September 17, 2014 12:02 PM
    Wednesday, August 27, 2014 12:18 PM
  • Thanks for answering! We ended up hiding sensitiv information in a plugin. 
    Wednesday, September 17, 2014 12:00 PM
  • Thanks for answering! We ended up hiding sensitive information in a plugin.
    Wednesday, September 17, 2014 12:01 PM