{"id":40449,"date":"2025-02-25T12:56:39","date_gmt":"2025-02-25T07:26:39","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40449"},"modified":"2026-02-10T14:26:40","modified_gmt":"2026-02-10T08:56:40","slug":"streamlining-data-access-by-managing-public-views-with-security-roles-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/02\/streamlining-data-access-by-managing-public-views-with-security-roles-in-dynamics-365-crm\/","title":{"rendered":"Streamlining Data Access: By Managing Public Views with Security Roles in Dynamics 365 CRM"},"content":{"rendered":"

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For instance, an IT company has different teams, such as sales, marketing, and product management, each working with distinct sets of data in Dynamics 365 CRM.<\/p>\n

However, the default public system view displays all data to every user within a team. This means a sales team admin who primarily needs to see\u00a0\u201cAll Leads\u201d\u00a0must also navigate through\u00a0\u201cOpen Leads\u201d\u00a0and\u00a0\u201cClosed Leads,\u201d\u00a0which are more relevant to other team members. As a result, users end up seeing unnecessary views, creating clutter and inefficiencies.<\/p>\n

If you are a salesperson, you may find it frustrating to scroll through irrelevant views just to locate\u00a0\u201cActive Leads.\u201d\u00a0This not only wastes time but also increases the risk of exposing sensitive data. Constantly navigating through unnecessary views makes the system cumbersome and negatively impacts productivity.<\/p>\n

To solve this, the\u00a0\u201cManage Public Views with Security Roles\u201d\u00a0feature in Dynamics 365 allows you to control view access based on security roles. For example, you can restrict access to the\u00a0\u201cActive Leads\u201d\u00a0view for certain users while ensuring that the sales admin retains full visibility. This ensures each team member only sees the data relevant to their role, making navigation easier and improving overall efficiency.<\/p>\n

By implementing this feature, you can streamline workflows, reduce distractions, and enhance security, creating a more focused and user-friendly experience in Dynamics 365 CRM.<\/p>\n

What Is \u201cManage Public Views with Security Roles\u201d?<\/strong><\/p>\n

The \u201cManage Public Views with Security Roles\u201d feature lets you control visibility of public (system) views based on assigned security roles. Instead of exposing every public view to every user, you decide which roles can access which views.<\/p>\n

For example:<\/p>\n