Role based view in Microsoft Dynamics CRM

Many of must be having the requirement of configuring role based views in CRM. For e.g – say a person with salesperson security role should have ‘Active contacts’ as the default view for the contact entity. Like wise there might be requirement where you would need to hide views based on security roles.

If you have the same requirement, you can explore my tool in codeplex. This tool meets all of the above requirements and does a lot apart from that. Please check out the documentation tab of this tool in codeplex which explains step by step as to how to use this tool

Hope this helps!

Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under For consulting/ training, drop me a note at or visit our website

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