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Microsoft Dynamics CRM (Archived)

Site Map Filtration

Posted on by Microsoft Employee

Hi,

I want to filter site map based on the logged in users.

I tried to do so using site map editor from XRM toolbox but facing an error.

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Site Map Filtration

    Hi,

    How you are doing this ?

    You can do this using security role -

    - > Create an  entity ,

    --> Login to XRM toolbox site map editor , right click on area and add privileges , giving entity name  and check some rights (READ) over there  .

    - > Create security role and give entity access READ those you want to display the area otherwise give different access like DELETE.

    By doing above now the user who don't want to see the area you need to maintain a security role which does not have any write privileges for that entity .

    Hope this helps..

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