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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Site Map is working gr...
Microsoft Dynamics CRM (Archived)

Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

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Posted on by rthompson 1,530

Hi,

I have the Site Map working great for individual users.  The problem that I am running into is when I have a form that needs to have access to certain entities.

For example I have a Header Entity and a Detail Entity.  I don't want certain users to see the Header Entity.  If I change the security roles privilege that will cause error messages.

I just need to be able to hide the Header Entity without loosing the access privilege which is read only.  So base on the below image.

I do not want the user to have view access to the following Entities.  (So, how to hide without loosing the access privilege?)

1) Cases

2) Questions

3) Table Definitions

4) Dynamic Codes

5) Dynamic Comment

Sub-Area.PNG

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  • Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

    Second the app model as an option for that, because then you can create forms for each user, so they only see what you want, without errors.

    Beyond that, I suggest looking at field-level security.  So things like your header entity can validly exist for users that shouldn't see much of it, but you can hide the fields they shouldn't see on the header entity.

  • Tom_Gioielli Profile Picture
    Tom_Gioielli 584 on at
    RE: Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

    Ok, I think I see where my confusion was. You want the site map to be customized for each user based on the security role? So the "Cases" entity should be visible to some users but not to others?

    The only way I can think to accomplish this would be by creating an app to access CRM, and grant access to the app based on security role. This is available starting at Dynamics 365 I believe.

    Dynamics 365 App Module

    This feature allows you to create a custom navigation and restrict the access to the app to a certain security role. Prior to this functionality, disabling items in the ribbon is all or nothing (disable the cases entity in the ribbon and nobody can see it, even if they have permissions for the entity).

  • rthompson Profile Picture
    rthompson 1,530 on at
    RE: Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

    Hi,

    I don't think the Ribbon Workbench editor allows you to make changes to the Sub Area.  If so, can you send an example.

    Base on the below example I can hide the "case" that is within the Sub Area.  If I remove "read" access privilege on the "Case".  However, if I do that then I will get error messages.

    Sub-Area-2.PNG

    If using "XrmToolBox" it does not give me a condition that I can use based on something.

    Sub-Area-2.PNG

  • Tom_Gioielli Profile Picture
    Tom_Gioielli 584 on at
    RE: Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

    You should be able to hide any of the following 3 components of the site map using the built in editor or Ribbon Workbench. I apologize I don't have access to their formal names in the editor.

    1) A main menu tile area (ex: Sales, Setting, Help, etc)

    2) A sub-menu (ex: My Work, Extensions)

    3) A specific entity or tile (ex: Cases, Questions)

    In the OOB editor just click on the component you want removed from the ribbon and you should have the option to delete it. In the Ribbon Workbench editor, you can right click on the entity/tile entry and hide or delete it as needed.

  • rthompson Profile Picture
    rthompson 1,530 on at
    RE: Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

    Hi Tom,

    I am able to hide the menus.  Now I am trying to hide an item (entity) within a menu.  If I change to access privilege that will hide the item.  But doing that will cause access privilege error messages.

  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 584 on at
    RE: Site Map is working great for showing the correct Areas per user. How to hide sub area without loosing the access privilege

    I believe CRM 2016 Rollup 2 has an out-of-the-box Site map editor that you can use. If you are on rollup 1 or before, you would want to use XRM Toolbox to hide menu items in the site map. Check out this previous answer which covers pretty much everything.

    https://community.dynamics.com/crm/f/117/t/227117

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