How do I assign a view to a security role? RRS feed

  • Question

  • Hello Everyone

    How do I assign a view to a security role so that it is default for the users that belong to this role in Dynamics 2001?

    A different account view for every security role.


    • Edited by WPF_Dev Thursday, April 5, 2012 2:42 PM
    Thursday, April 5, 2012 2:41 PM

All replies

  • I don't think you can do this with System views.

    You can share personal views, you could create teams with the people you wanted to share the view with.  That way only those people you shared the view with would be able to see the view.

    Ben Hosking
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    Thursday, April 5, 2012 3:47 PM
  • Hi,

    Based on secruity role u cant able to assign view,  u can create personal view for every user. U can create personal view and share with other user.

    Thanks & Regards, MS CRM Consultant, V.Surya.

    Friday, April 6, 2012 5:09 AM