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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / hide navigation based ...
Microsoft Dynamics CRM (Archived)

hide navigation based on security role

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Posted on by derickson 30

hello community,

I have some users that have become intimidated by the dynamics 2011 user interface, and get easily confused as to where their "stuff" went. I have used the security role application to restrict their access, so that they cannot even read entities that would confuse them. However, the navigation links still display, only the users get the "insufficient permissions" error on the restricted pages, which is even more confusing. 

I know that it is possibly to change the visible attribute on a navigation item (ex. Settings, Service, Marketing etc) by modifying the site map, but as far as i can tell, this is a global setting affecting all logged in users. 

what i would like to do is, create a security role that is "simplified" as it were, so that users in this role would only see Workplace and "Sales" , but not marketing or service for example. I have seen demo's at tech conferences where this has been done, so i know it's obviously possible.
can someone point me in the right direction?

thanks

doug  

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  • Allan da Silva Profile Picture
    Allan da Silva Microsoft Employee on at

    Hi derickson,

    That is possible to achieve, please check the following documentation.:

    Area Element (SiteMap)

    msdn.microsoft.com/.../cc150877.aspx

    The Navigation Pane will not display Area elements without visible SubArea elements. SubArea elements may be hidden from users based on security privileges. If all the SubArea elements in an Area are hidden, or no elements are defined, the Area will not display.

    =====================================

    Privilege Element (SiteMap)

    msdn.microsoft.com/.../cc150881.aspx

    Example

    The following shows an example of a privilege. The privilege element will prevent users without the ability to read, write, and create knowledge base articles from seeing the subarea.

    <SubArea Id="nav_managekb" ResourceId="Homepage_KBManager"

            Icon="/_imgs/ico_18_126.gif" Url="/cs/home_managekb.aspx"

            Client="Web">

      <Privilege Entity="kbarticle" Privilege="Read,Write,Create" />

    </SubArea>

    Regards,

    Allan Silva

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