Streamlining Data Access: By Managing Public Views with Security Roles in Dynamics 365 CRM

The "Manage Public Views with Security Roles" feature in Dynamics 365 CRM allows you to control view access based on security roles. By enabling this feature, you can ensure that each team member only sees the data relevant to their role, improving navigation and efficiency. To configure this feature, you need to enable the "Manage System Views" feature by downloading and running the "OrganizationSettingsEditor" tool. Once enabled, you can manage public views by selecting the desired solution, opening the desired table, and choosing the non-default public view. From there, you can assign specific security roles to the view and save the changes. This feature helps create a cleaner and more focused user experience while enhancing security.

Article 1m Microsoft Dynamics 365 CRM Tips and Tricks

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