Thursday, 19 July 2018

Dynamics CRM : ViewRoleConfiguration

Recently in Dynamics 365 I got a requirement to show system views based on user security role. 
I try find any out-of-box way to achieve this but unfortunately there is no Out-of-box way to achieve this.
I had developed customize way to configure System views visibility based on security role. 
After completing my solution, I think this might be requirement for other CRM users also.

So, I have created XRMToolBox plugin for this configuration. Now anyone can download this plugin either from XRMToolBox or from given link ( Download Pluginand configure.

Configuration: -

  • Open XRMToolBox and connect to your Organization.
  • Search “view-role configuration” if already installed else go to XRMToolBox “Plugin Store” and install this plugin. Or save downloaded plugin in your Plugin folder.















  • Open View-Role Configuration plugin. If you are using this plugin first time you need to click on “Import Solution” button first.
















  • This step will install a new solution named “ViewRoleConfiguration” in your organization. This solution is developed on Dynamics 365(9.0) version.









  • Once this solution is successfully installed. We are ready to configure our system views based on different security role.
  • Click on “Retrieve Data” button. This will retrieve security role list and entities list.














  • Select your “Security Role” for which you want to configure view permission.













  • Now select entity for which need to configure view permission.















  • On Entity selection, it will show all system views whose (querytype is 0). I.e view which shows in view selector.





























  • Select the view which you want to hide for given security role.

Example: - I am using “My Active Accounts” for demo.

  • Now click on “Save Data”. This will create a record in “View Role Configuration” entity. This record will be used to enable security role-based view visibility.





















Before View-Role view configuration: -





After View-Role Configuration: -
























  • We can see that “My Active Accounts” is not visible in Account view selector list. Even this view also not available in advance find view.












  • When we want to remove View-role security. Follow the same process and now just de-select view and click on “Save Data”. This will delete the configuration record and view will become available for that security role.
  • We can also delete this solution from your organization with the help of given plugin.












Note: - Use two users while testing this plugin. One user by which you connect XRMToolBox. Second user which have that security role on which you are configuring security role-based system views.

Please provide your comment and share your reviews.

9 comments:

  1. It's an interesting tool.
    I tried it, its work well for the classical interface, but it doesn't work for UCI.
    Do you have any idea how we can hide view in UCI without creating a lot of apps?

    ReplyDelete
    Replies
    1. Hi Amandine,
      I have used only in classical interface. Need more research for UCI interface.

      Delete
    2. OK thanks for your answer :)

      Delete
  2. I have problem with this tool.
    When I hide view from one role, this view dissapeared from all roles.
    This happened only with three roles. With other roles it works good.
    What`s wrong can be with these roles?

    ReplyDelete
    Replies
    1. Check record in View Role Configuration entity.

      Delete
  3. Very Interesting blog..!!
    Security is a cornerstone of Microsoft Dynamics CRM and with the passing time Microsoft never ceased to mesmerize us by evolving new security features of Dynamics CRM platform. Advanz101 provide end-to-end customer engagement MS Dynamics Development Solutions so that companies can deliver customer experiences that are personalized, proactive and predictive

    ReplyDelete
  4. I like the tool a lot. Unfortunately I had to stop using it because it throws a generic error when trying to get to the Outlook filters under personal Options. Once I removed your solution everything works as expected.

    ReplyDelete
  5. unfortunately this tool do not support synchronization filters for outlook.

    ReplyDelete

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