Role Based views in DataVerse/ Dynamics 365

Requirement of Role Based views in Dynamics 365/ DataVerse existed since CRM 2011 and back then we had custom solutions. Microsoft then introduced the app concept where you could create apps for specific security roles and each app can have selected views.

All these were essentially workarounds and Microsoft have finally introduced the feature to control the visibility of views based on security roles. Let’s explore the same.

For this blog, I will use the account table of DataVerse. From the maker portal, select the view that you want to show/ hide based on security role.

Once you select the view, you should see a new option -> View Settings.

Click on the option and a dialog will open which allows you to configure the view for everyone or for specific security role(s). You can select more than one security role.

Ensure to click on ‘Save and Publish‘ in the dialog once you are done with the changes.

Now that we are done configuring the security role for the view, don’t expect it to work right away. This feature is controlled by an environment setting – EnableRoleBasedSystemViews.

Unfortunately, this setting is not exposed through UI as of the time of writing this blog. We need to use the XrmToolBox’s Org Settings utility to change this environment settings.

 

Search for the setting EnableRoleBasedSystemViews and set the value to true.

Ensure to commit your changes.

Once done, your environment is now enabled to show/ hide views based on security roles and your previous settings will take effect.

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Debajit Dutta