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.

This tool is working only on classic CRM and also install a solution in your environment.

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

Download Solution

• 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.