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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security Role Customiz...
Microsoft Dynamics CRM (Archived)

Security Role Customization

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Posted on by Community Member

Hi

I have a situation where access to account entity needs to be restricted from Site Map only and if a user navigates to this entity from any lookup which have reference to Account entity then it should be accessible.

For example: Account entity should not be visible in Site Map. But Case to Account have N:1 Relationship. So, Case entity form have a Customer lookup field which have reference to Account entity. If the user clicks on the Account record from that lookup, then it should navigate to that Account record.

Is it possible?

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Security Role Customization

    Hi Needhi,

    There is no straight forward way to hide the sitemap entity just for one user. However you can workaround this as follows-

    -Create a new dummy entity say "accountacces"

    -Create a security role and give read permissions for this entity.

    -Assign this role.to all user but this user

    -Then you can update your sitemap and add privledge on the account entity which would be read of this new entity.

  • Community Member Profile Picture
    Community Member on at
    RE: Security Role Customization

    Hi Ravi,

    Thanks for your reply.

    I forgot to mention that I have to do it for one user only. Hiding Account entity from sitemap will hide that entity for all the users using that organization.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Security Role Customization

    Hi Needhi,

    Yes, its possible. Hiding the entity from sitemap doesn't affect users permissions. You can simply hide the account entity completely or assign privileges from the sitemap using either the built in sitemap editor or from XrmToolbox.

    The only issue which you will observe is that when users access the account entity (say from case), it will open the record but it would not update the top navigation i.e. the top menu will look something like this Services >> Cases >> {your account name} record will visible

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