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views filtered on role RRS feed

  • Question

  • Hi,

    I am looking for a way where users or teams with certain role can have access to certain views. All the other views should be hidden from them.

    For example, each project team should be able to see only their project content in the views and all the other views should be hidden from them.

    Thanks for any help.

    Monday, March 9, 2015 2:07 PM

Answers

  • You can do this with a plugin on the RetrieveMultiple message for the savedquery entity. This article  is a bit dated, and the code will need updating, but it shows the general approach to take

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by ReignFan Friday, March 13, 2015 2:59 PM
    Monday, March 9, 2015 8:41 PM
    Moderator