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Need Help Removing Entities

Microsoft Dynamics CRM Forum

Tom Grindley asked a question on 15 May 2019 11:48 PM

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Suggested Answer

I am trying to hide the top entities for a Security Group I have created called InternalUsers.

What's the best way to hide this?

Image:

www.screencast.com/.../qNTKLj0mmO3z

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Prashant Patil responded on 16 May 2019 1:09 AM
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Suggested Answer

If you want to hide entities from access then you have to update security roles by revoking read and write privileges,but if you want to  just hide site map group then following links might help you.

www.inogic.com/.../sitemap-privileges-feature-in-dynamics-365

community.dynamics.com/.../299705

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N.A.R.A responded on 16 May 2019 1:12 AM
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You can go to your entity and uncheck that from all options

If you uncheck all, the entity must be disappeared from the menu

Or for advance you can use Sitemap Editor (from XRMToolbox)

Hope it helps,

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Pravin Pawar responded on 16 May 2019 3:53 AM
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Suggested Answer

Hi Tom,

Looks like you want to hide particular entities from sitemap for one particular security role group.

You can achieve this by using sitemap editor. Please refer following blogs for reference:

www.inogic.com/.../sitemap-privileges-feature-in-dynamics-365

www.magnetismsolutions.com/.../editing-the-site-map-in-dynamics-365-using-the-built-in-site-map-designer

In case if you want to hide all those entities from advance find as well so you can remove read access in security role.

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Dynamics365 Rocker responded on 16 May 2019 8:22 AM
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Suggested Answer

Design security role as per your requirement and assign that security role to user.

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Suggested Answer

This can be done by creating custom entity and then setting the privileges to hide these navigation items for the users.

Please refer to the following link for more details:

community.dynamics.com/.../157781

Please mark this answer as verified, if it helps you.

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Oliver Rodrigues responded on 17 May 2019 3:35 AM
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Suggested Answer

can you please tag correctly your post?

this will help to target your post to correct place within the forum

Reply
Prashant Patil responded on 16 May 2019 1:09 AM
My Badges
Suggested Answer

If you want to hide entities from access then you have to update security roles by revoking read and write privileges,but if you want to  just hide site map group then following links might help you.

www.inogic.com/.../sitemap-privileges-feature-in-dynamics-365

community.dynamics.com/.../299705

Reply
Pravin Pawar responded on 16 May 2019 3:53 AM
My Badges
Suggested Answer

Hi Tom,

Looks like you want to hide particular entities from sitemap for one particular security role group.

You can achieve this by using sitemap editor. Please refer following blogs for reference:

www.inogic.com/.../sitemap-privileges-feature-in-dynamics-365

www.magnetismsolutions.com/.../editing-the-site-map-in-dynamics-365-using-the-built-in-site-map-designer

In case if you want to hide all those entities from advance find as well so you can remove read access in security role.

Reply
Dynamics365 Rocker responded on 16 May 2019 8:22 AM
My Badges
Suggested Answer

Design security role as per your requirement and assign that security role to user.

Reply
Suggested Answer

This can be done by creating custom entity and then setting the privileges to hide these navigation items for the users.

Please refer to the following link for more details:

community.dynamics.com/.../157781

Please mark this answer as verified, if it helps you.

Reply
Oliver Rodrigues responded on 17 May 2019 3:35 AM
My Badges
Suggested Answer

can you please tag correctly your post?

this will help to target your post to correct place within the forum

Reply

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