Admin QuickView is a gives you a quick hierarchical snapshot of all active Business Units, Teams, Security Roles and Users in your Dynamics CRM Organization.
This solution basically displays a button in the Command Bar when you navigate to Settings > Administration of Dynamics CRM. Clicking it will bring up a page which displays the Business Units, and its Security Roles, Teams and Users in a tree view. Other features of this solution are:
- Ability to collapse/expand the records displayed in the page. Initially everything is collapsed.
- Only active records are displayed.
- Total count of each record type is displayed.
- Tool-tip showing information like created date and email for each record (if applicable).
- Link to each record, so you can open it directly from the page.
- Create new records for Business Units, Security Roles, Teams and Users directly from the page.
- Records displayed based on current user’s permission/privilege. This means if a user doesn't have access to a particular entity, records won’t be shown. This also applies for creation of records, where buttons won’t appear if the user doesn't have rights.
- Hot-key support for functionality like expand all, collapse all, refresh, etc. The Hot keys are available in the Help link. But I’ll still list them down for you here
- X – Expand All
- C – Collapse All
- R – Refresh
- B – New Business Unit
- S – New Security Role
- U – New User
- T – New Team
- H – Help
SCREENSHOTS
