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viewdynamics-crmcrmroles

CRM Dynamics. Set Default view for appropriate security role


Is it possible to set custom view as default for security role?


Solution

  • Not really. System views are nowhere related to be driven by security roles like forms/dashboards. The closest one can be either keep the view in a Dashboard and the dashboard can be controlled by security role. Read more

    Otherwise, create Personal view to share with a Team, for each security role need - create a Team (1-1) for easy mapping/sharing.