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Re: CRM Views

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Matt Parks

unread,
Feb 25, 2006, 10:31:39 AM2/25/06
to
The views are stored in the SavedQuery table. There is a field there that
indicates which is the default view. not sure what you mean when you say
you want to change it based on the situation. There aren't any code hooks
available to let you intercept the call to this table and it is a system
level setting, not user specific.

--

Matt Parks
MVP - Microsoft CRM


"MikeyM" <Mik...@discussions.microsoft.com> wrote in message
news:4D718226-4F2F-420E...@microsoft.com...
Hi!

In CRM, we can create multiple views for an entity and are able to set a
default view for that entity. Does anyone knows how and where CRM stores
that
information? I am very curious to know if they are being store anywhere and
that it is possible to set the default view depending on each situation.
--
Mikey M.


rakesh

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Feb 27, 2006, 5:23:45 AM2/27/06
to
i tried this sql command to set my default view to inactive account


select fetchxml,name,isdefault,querytype from savedquery
where returnedtypecode like '1' and querytype like 0


update savedquery set isdefault=0 where
returnedtypecode like '1' and querytype like 0 and name like 'my
active%'

update savedquery set isdefault=1 where
returnedtypecode like '1' and querytype like 0 and name like
'inactive%'

MikeyM

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Feb 27, 2006, 12:07:30 PM2/27/06
to
I have a couple situation that I would like to set the defautl view.

1. Depending on user level who's logged on, I would like to set a certain
view as a default view.

2. I am intergrating CRM with Sharepoint Services. On my Sharepoint site, I
am showing Account and Contact views. When user selects a view from either
Account or Contact view, I would like to set the default view for the other
to match up with the user selected view.

I figured if I could update the default view would take care of my problem.
Please advise.
--
Mikey M.

Matt Parks

unread,
Feb 27, 2006, 2:18:57 PM2/27/06
to
As I said, these settings are not user specific, so there is no built-in
support for what you want to do. You might be able to control this via
Sharepoint, but it would require building a new ASPX to display the list of
views.

--

Matt Parks
MVP - Microsoft CRM


"MikeyM" <Mik...@discussions.microsoft.com> wrote in message

news:3C132CC7-A4EB-49EC...@microsoft.com...

rakesh

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Feb 28, 2006, 12:44:43 AM2/28/06
to
this settings are not user level they are application level

Dan S

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Dec 6, 2007, 4:12:04 PM12/6/07
to
MikeyM - did you ever find a solution to this problem? I am facing a similar
issue.
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