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Microsoft Dynamics CRM (Archived)

hiding area site map

Posted on by Microsoft Employee

Hi all,

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

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: hiding area site map

    Please raised your issue in different thread with the details what you did . This makes thread clean.

  • on-premise Profile Picture
    on-premise 265 on at
    RE: hiding area site map

    Hi Goutham,

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

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: hiding area site map

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

  • on-premise Profile Picture
    on-premise 265 on at
    RE: hiding area site map

    HI Goutham,

    Doing that will also effect admins right?

  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: hiding area site map

    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 .

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: hiding area site map

    that site is not working bro

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: hiding area site map

    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.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: hiding area site map

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

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: hiding area site map

    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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