Microsoft Dynamics CRM (Archived)

Customize Site Map and Menu based on user's Previlage

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Posted on by Syed_Faisal

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Hello,

we have 2 requirement to customize:-

Display Site Map based on Roles

Display Menu based on roles.

1.Site Map Customization based on below flow:-

Ex: we have sales team like Sales Person, Service Person, Marketing Person.

Sales Person should see only sales Site Map

Service Person should see only Service Site Map

Marketing Person should see only Marketing Site Map

2.Menu Customization based on below flow:-

How to hide menu like Connect To, Share, etc.

We want to display clean view based on User's role & department. Avoid unnecessary buttons.

Attached Screenshot for more ref:

0825.Site-Map.png

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Aric Levin - MVP 30,190 Moderator on at

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Hi,

For the first question. This is not possible.

You cannot show/hide Site Map areas. If all the subareas don't show up on a particular Area then the area will not be displayed, but since you are probably sharing some entities between them, they will always show up.

You might want to create a single Area (Workplace), that is shared among all and only displayed via access.

In Dynamics 365 v9, you can do this (since you can create apps).

For the second question, download ribbon workbench 2016. Create Display or Enable Rules based on privilege that you want to show. For each button that you want to hide based on a particular privilege attach the display/enable rules to the button.

If you have not used ribbon workbench before, you can go to ribbonworkbench.uservoice.com for product support and samples how to perform these actions.

Hope this helps.

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gdas 50,091 Moderator on at

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Create one entity and give the any privileges like read in that entity security roles .Assigned security rolw to the user for example entity have the read access then it will show in service area and for other access the menu will not show.Now you can configure in sitemap based on the entity read access the sub area will display.

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Syed_Faisal 815 on at

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Hi Goutam,

I had tried this by Xrm.Sitemap tool but unfortunately no luck.

Should i need to copy site map XML code and replace to the new entity, will this work?

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ashlega 34,477 on at

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The interesting part about apps is that default application will still be showing up, and it'll be using that default sitemap(sure we can update that sitemap as well, but do we really want to mess with it?) Either way, we are kind of trying to do the same here, but maybe what's missing in all this is the ability to hide default app completely.

PS. Apps are available in 2016, too.

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Syed_Faisal 815 on at

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Yes, like you said the default app still appear. Not sure how to hide those.

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Aric Levin - MVP 30,190 Moderator on at

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Forgot about 2016 :). Been working with 9.0 too much...

Possibly you can provide different urls to access the system based on which division you are on, or since you are on-prem, have a custom aspx page that will redirect to the correct url based on the credentials of the user.

If you have the ability to do it maybe it will be a solution for you...

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