{KnowHow}–Create a view to show security roles assigned to user along with roles the user inherits from the team

Debajit's Dynamic CRM Blog

The title might be confusing. So let’s straightway jump to the requirement here. Our client a role lookup on custom entity form and on click of the lookup, the user should be presented with a view with a view which shows the security role directly assigned to the user along with the security roles the user inherits from the team.

For e.g.

User A has security role – Role 1

User A is a member of the team which has security role – Role 2

So the view would show both the roles – Role 1 + Role 2

Very simple requirement right? However can you achieve this using OOB view? Well unfortunately the answer is BIG NO.

We went ahead with the design that when a user clicks the lookup we would call dynamically a fetchxml using the OOB custom view. Now the big task is creating the fetch…

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