Wednesday, April 1, 2009

Filtering Views in CRM 4.0 Using Plug-In

In our Project, We have around 10 reports. Since We are not using any of CRM Reports, and doesnt want to mess around the CRM Installation anyway, I have searched around the web of whether I could hide the CRM Reports from the Users so that they will see only relevant reports.


I have found this nice little tip from Bill Owens Blog of how to hide the Views, which I customized so that users can only see the relevant reports when they click "MyReports" from the workPlace. For this I created a View for the reports that includes the required reports and hide all other Views, when the user requests to see the Reports.

http://billoncrmtech.blogspot.com/2008/05/hiding-views-in-crm-40-using-plug-in.html

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