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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customizing Workspace
Microsoft Dynamics CRM (Archived)

Customizing Workspace

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Posted on by Jayesh Patel87
Hi all, Is it possible to customise the workspace for a user, so they don't see certain sections when the log in. For example- hide the: imports, articles sections from users who won't be using these? or is this not possible? Thanks

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  • alf Profile Picture
    alf 17,915 on at
    Re: Customizing Workspace

    Hi,

    Yes.  You can modify the security roles so users have no read access.  If users have no read access to lets say invoices, they will not see invoices in their site map.

    Alternatively you can export the sitemap.xml and modify this .xml file.  In here you can create new sections / areas / and re-order items.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    Re: Customizing Workspace

    yes you can do it,

    refer my post for the same

    http://mahenderpal.wordpress.com/2010/03/31/navigation-control-through-sitemap/

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