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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 7, 2025 |
Jun 2025 |
Business value
Role-based views simplify the usability of a business line app when multiple users with different needs use the app. For example, team leads or supervisors who work in the case table need different system views than a case service rep. Standard system views, like My Cases and My Cases Closed Today, clutter the experience for the supervisors. To provide a cleaner experience, makers had to create multiple apps.
Feature details
Currently, when users are on a table form, such as an account form, the app automatically displays a list of system views for users to choose from. Often, this list of views is long and overwhelming, and most of the views aren't relevant to users. Makers and admins can't select the views that apply to their target users by security role.
With this feature, admins can select the appropriate system views for users by security role. Users with the selected security roles see the system views shared with their specific security role.