Comments on: Dynamics CRM: Sharing vs. Assigning Advanced Find Views http://www.dynamicscare.com/blog/index.php/dynamics-crm-sharing-vs-assigning-advanced-find-views Just another WordPress weblog Mon, 30 Jan 2012 08:55:29 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Kristen O'Connor http://www.dynamicscare.com/blog/index.php/dynamics-crm-sharing-vs-assigning-advanced-find-views/comment-page-1#comment-2732 Kristen O'Connor Wed, 20 Jul 2011 18:43:06 +0000 http://www.dynamicscare.com/blog/?p=1631#comment-2732 If you're inside of their Security Role on the Core Records tab, the role needs to have User level specified on the Saved View's "Assign" and "Share" privileges. That is the highest possible level - not sure why that would have been restricted in the first place, but that is what they need. And just a note - this relates to PERSONAL views, not system views - you would need to modify the Customization tab to allow them that kind of privileges (I would not recommend this). If their role has that level of privileges already, you may want to make sure they're assigning and sharing in the right place - it may be a user navigation issue. If you’re inside of their Security Role on the Core Records tab, the role needs to have User level specified on the Saved View’s “Assign” and “Share” privileges. That is the highest possible level – not sure why that would have been restricted in the first place, but that is what they need. And just a note – this relates to PERSONAL views, not system views – you would need to modify the Customization tab to allow them that kind of privileges (I would not recommend this).

If their role has that level of privileges already, you may want to make sure they’re assigning and sharing in the right place – it may be a user navigation issue.

]]> By: Steve Blevins http://www.dynamicscare.com/blog/index.php/dynamics-crm-sharing-vs-assigning-advanced-find-views/comment-page-1#comment-2731 Steve Blevins Wed, 20 Jul 2011 13:54:15 +0000 http://www.dynamicscare.com/blog/?p=1631#comment-2731 What permissions are necessary for users to share or assign views? I have users who cannot do this. I don't see the obvious place to assign that role. What permissions are necessary for users to share or assign views? I have users who cannot do this. I don’t see the obvious place to assign that role.

]]> By: Kristen O'Connor http://www.dynamicscare.com/blog/index.php/dynamics-crm-sharing-vs-assigning-advanced-find-views/comment-page-1#comment-1421 Kristen O'Connor Tue, 07 Sep 2010 18:36:54 +0000 http://www.dynamicscare.com/blog/?p=1631#comment-1421 Yes, it is available in CRM 4.0. Yes, it is available in CRM 4.0.

]]> By: irshard http://www.dynamicscare.com/blog/index.php/dynamics-crm-sharing-vs-assigning-advanced-find-views/comment-page-1#comment-1418 irshard Tue, 07 Sep 2010 05:10:09 +0000 http://www.dynamicscare.com/blog/?p=1631#comment-1418 Hi... is this Sharing feature is available in MSCRM 4 Hi… is this Sharing feature is available in MSCRM 4

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