Microsoft Dynamics CRM (Archived)

hiding area site map

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Hi all,

How to hide an area for some users? I am XRMTOOLBOX to edit the sitemap

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gdas 50,091 Moderator on at

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Hello ,

This is simple- login to XRM tool box and go to sitemap editor , find the area which you want to hide and disable or delete the area. Which will be hide your area from navigation.

Hope this helps.

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Rawish Kumar 13,758 on at

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Hey there,

if its dynamics 365 - i doubt if you will be able to use XRMtoolbox as it doesnt support it fully : community.dynamics.com/.../editing-sitemap-in-dynamics-365

however if lower version I could find below for you on how to use XRM toolbox :

www.youtube.com/watch

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Community Member on at

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If i disable then entire organisation cannot see.Here i want some users of crm system should not see that area

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Rawish Kumar 13,758 on at

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have a look : dipankarbhattacharya.com/.../hiding-sitemap-components-based-on-user-profile

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gdas 50,091 Moderator on at

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Hello ,

This need to be done by using security role . Following are the step -

- > Create an entity ,

- > Give the entity privileges for the specific user assigned security role , lets say give the write access.

--> Go to site map editor , rigth click on area and add privileges .

--> In the privileges checked the write privileges

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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Community Member on at

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that site is not working bro

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Dynamics_Alok 1,746 on at

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As Gautam explained you ,Create a Custom Entity and Security Role to hide Area for some Users.Let you have Created a entity HideArea and Security Role HideAreaRole.Now update Security Role with user level Read Privilege for HideArea entity .Using XRMTOOLBOX ,add Privilege for Area and Publish.

If you want to show hide Area for a particular User or Team ,associate HideAreaRole .

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on-premise 267 on at

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HI Goutham,

Doing that will also effect admins right?

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gdas 50,091 Moderator on at

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No , System Administrator have all the access , so there will be no impact.

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on-premise 267 on at

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Hi Goutham,

Not working. i disabled group, but still it is visible to the user.

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