How do I remove a left side menu item?

(0) Share

Report

Posted on by RicksterBC44

115

How do I remove a menu item from the left side navigation? We don't use the Invoices function and therefore want to hide it. Thanks

I have the same question (0)

All responses (5)

Answers (1)

Suggested answer

Amit Katariya007 10,409 Super User 2025 Season 2 on at

Like (0)

Report

RE: How do I remove a left side menu item?

Hello Royce,

You can also configure the site map entities by using the different privilege's using the OOB or

using XRM tool box, so that you don't need to delete this components.

OOB way - www.alphabold.com/.../

www.inogic.com/.../

Xrm Tool box - spandcrm.com/.../

So when you are applying this rules. when a user will have the Required privilege then they will able to see else it will be hidden from them.

Thank you,

Amit katariya

Please mark my answer verified if it helped you to resolve your issue.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: How do I remove a left side menu item?

Is there a way to hide these options, rather than delete them?

Was this reply helpful? Yes No
Wahaj Rashid 11,321 on at

Like (0)

Report

RE: How do I remove a left side menu item?

You are welcome.

Was this reply helpful? Yes No
Suggested answer

RicksterBC44 115 on at

Like (0)

Report

RE: How do I remove a left side menu item?

Thanks Wahaj, this is great! This solved my problem and helped me really optimize our left menu.

Was this reply helpful? Yes No
Verified answer

Wahaj Rashid 11,321 on at

Like (1)

Report
RE: How do I remove a left side menu item?

Hi,

Thank you for your query.

You can control the navigation menu by modifying the site map.

Here are steps to follow:

Go to Advanced Settings -> Applications -> Apps.

Open the app you use, in the editor mode (for example Sales Hub).

On the Site Map tile, click on the pencil icon to open the site map in edit mode.

Click on Invoices under the Collateral section, and then click on the Delete button.

Save the sitemap and then click Publish.

Refresh the Dynamics 365, you won't found Invoices in the menu now.

This will permanently remove the Invoice menu from this app, however, you can add it at a later stage.

If your purpose is to hide this menu for a specific users, you can set the privileges on a sitemap item, follow this thread:

Hide Dynamics 365 Sitemap Area | Jack's D365 CRM Blogs (wordpress.com)

Was this reply helpful? Yes No