dynamics-crmdynamics-crm-2013subgrid

permission of associated subgrid in crm


I have a (CRM) grid that has associated view (a) I need to add another associated view (b) to the same grid and to give different view permission (some users will see 'a' and some will see 'b') can I control these permissions on my associated grids


Solution

  • Based on your requirement, it looks like you don’t need two views & switch hit.

    User A should have a security role A which will filter the data what he can see & cant see.

    In security role A modify the Read privilege to BU level - half amber (now it may be full green - Org level)

    The same security role A to User B (if they are from different BU) will work as it is. Basically role A has to be there in all BUs individually.