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AndreyC
Frequent Visitor

How to assign Permissions per role to Views

Need to have the ability to add permissions per role to a Views.
For example, I do have a Table on Dataverse called "Project". Assigned that table are 2 views: 1. Active Projects. 2. All Projects.
How can I grant permissions to those 2 views. meaning that a one user can see one of the views and other can see both on the Model Driven App.

1 ACCEPTED SOLUTION

Accepted Solutions
DeviKrishna
Super User
Super User

Hi @AndreyC ,

 

Good Day!!

There is no security role restriction that can be imposed on System views OOB.

 

You can achieve this in following ways,

  • User specific views can be created by Admin as personal views and shared to respective users who need to see them.
  • Keep same view and restrict the visibility of certain fields by assigning Field Security Profile.  Not all users can then see the data.
  • Write a custom logic if this is definitely required.

 

Hope this helps. Please mark my solution as accepted.

In case you like the solution please give kudos.

 

My Blog: https://d365topicsbydk.com

My Youtube channel : https://www.youtube.com/channel/UCxSIryP2ah2VpEFr-Z72t1A

 

Regards

Devi

 

View solution in original post

8 REPLIES 8
Mira_Ghaly
Dual Super User II
Dual Super User II

@AndreyC 

You can't assign permissions to views but what I can suggest 2 solutions:

1. You can do Personal Views instead of System Views and share these personal views with separate teams , Then you create 2 teams for each of group of users and share views accordingly.

2. The other suggestion is to do separate Model driven apps and each app has the different views and you can then control the security roles on the different apps.

 

Let me know if this makes sense!

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here
dpoggemann
Super User
Super User

Hi @AndreyC ,


Permissions are at the table level, not a view level.  As @Mira_Ghaly did a great job explaining you can control the views by application but this is only at a view perspective, not the actual "security" data perspective which is driven by the roles.   You can control field level security as well to make sure users do not have access to fields they should not have and this is done at a field security profile level.

 

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew
AndreyC
Frequent Visitor

@Mira_Ghaly 
Is the personal view that is created by using the UI of the Model Driven app, right? Once I created how can I assign teams to use them?
Separating the Apps, how and where can I call another view and prevent that call to be just visible for an specific role?

AndreyC
Frequent Visitor

@dpoggemann 
Yes, I know ther are roles per tables and roles per fields. But assigning a role per field I cannot prevent them to see specific views. And that my issue, that I can assign roles or permissions to specific views.

bipinshan
Super User
Super User

Hi @AndreyC ,

 

If you are okay writting custom plugin code then below blog explains the same requirement as yours.

https://crm365blog.wordpress.com/2018/07/15/show-hide-views-based-on-user-security-role/

 

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: https://xrmdynamicscrm.wordpress.com/

 

Mira_Ghaly
Dual Super User II
Dual Super User II

@AndreyC 

Yes Personal Views are the views you create through Advanced Find and Save them 

 

So through Advanced Find, create New and add your columns as well as Filter Criteria and then Save

Mira_Ghaly_0-1639881547652.png

Then after saving go to Saved Views and Refresh if you do not see your view:

Mira_Ghaly_1-1639881623138.png

Select your view and Click share and choose to Add User / Team and give the required permissions as Required

Mira_Ghaly_2-1639881746326.png

 

Also you can use the approach mention by @dpoggemann which might be better approach , Define Field Level Security Profiles and include the fields and then All teams will be able to see same views but still yet some teams as defined by FLS will not be able to see specific columns.

 

Hope this is clear!

 

 

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here
rampprakash
Super User
Super User

Hello @AndreyC,

 

We cannot Customize it using Security Roles, instead we can write plugin code for Retrieve Multiple to achieve this behavior

 

Link for your references : 

http://siddiquemahsud.blogspot.com/2017/08/hide-views-based-on-user-roles-in.html

https://crm365blog.wordpress.com/2018/07/15/show-hide-views-based-on-user-security-role/

 

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

 

DeviKrishna
Super User
Super User

Hi @AndreyC ,

 

Good Day!!

There is no security role restriction that can be imposed on System views OOB.

 

You can achieve this in following ways,

  • User specific views can be created by Admin as personal views and shared to respective users who need to see them.
  • Keep same view and restrict the visibility of certain fields by assigning Field Security Profile.  Not all users can then see the data.
  • Write a custom logic if this is definitely required.

 

Hope this helps. Please mark my solution as accepted.

In case you like the solution please give kudos.

 

My Blog: https://d365topicsbydk.com

My Youtube channel : https://www.youtube.com/channel/UCxSIryP2ah2VpEFr-Z72t1A

 

Regards

Devi

 

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