Model Driven App Site Map - Permissions

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Posted on by mykedeabreu

How can I control who sees what Group under the Site Map? I have a security role for Approvers and they have a Group and I want to hide it from my Requestor User group. Is this possible?

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Torrado 1,270 on at

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Hello Myke,

That can be achieved by combining the logic of security role and site map customization.

Please refer to this blog post: http://vjcity.blogspot.com/2018/08/hide-navigation-menu-in-dynamic-365-crm.html

Note: I suggest to use the "SiteMap Editor" from XRMToolBox instead of changing the "customizations.xml" file.

Please also check this thread: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/157781/disable-hide-navigation-bar-menus-as-per-user-security-roles/483771

Hope this helps you.

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erhan.keskin 2,253 on at

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Hi,

I suppose you can consider creating an application for Approvers if it would make more sense in terms of requirements.

And also, you can have a look at this link: https://crmtipoftheday.com/226/its-a-privilege/

Regards,

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mykedeabreu 99 on at

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Thank you so much Erhan. I didnt realize XRM had a tool for this. little quirky but works for me!

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mykedeabreu 99 on at

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Thanks so much Torrado for the in-depth explanation - the XRM toolbox worked for me. little annoying that you cannot just specify a security role but it will do!

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