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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Create new Area
Microsoft Dynamics 365 | Integration, Dataverse...
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Create new Area

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Posted on by Rasi 220

Hey Guys,

I have a system that is built with custom entities. Is there a way I could create a new area and move all my custom entities there, so that people only see relevant entities. I just want to hide all out of the box entities such as leads and so on. At the moment there are 5 areas: XRM, Sales, Service, Marketing & Training. All my custom entities are set to be available in Sales Area.

And also how do I set default area when users log in. At the moment it jumps to XRM area as soon as user(s) log in.

Many Thanks

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,874 on at
    RE: Create new Area

    Hi Rasi,

    You can edit the site map of the Dynamics 365 - custom app and add a new area.

    Open the default solution customizations, click Client Extensions, open Site Map.

    pastedimage1610531389061v1.png

    (If you want to back up this site map before editing it, you can add the site map to a custom solution, and then export this solution and save it locally.)

    1. Create a new area.

    Add an area.

    pastedimage1610531409373v2.png

    Then add Groups and Subarea under the new Area, and select a custom entity for the subarea.

    pastedimage1610531838889v5.png

    Create a separate subarea for each custom entity under the new Area.

    pastedimage1610531726511v4.png

    2. Hide all OOTB entities.

    Please refer to this blog to know how to hide subarea.

    https://www.inogic.com/blog/2018/08/sitemap-privileges-feature-in-dynamics-365/

    3. Set default area when users log in.

    Users need to manually select the default area in their personal settings.

    pastedimage1610532260352v6.png

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2024 Season 2 on at
    RE: Create new Area

    Hi Rasi,

    This article explains how to add and remove areas, groups, and subareas of a site map.

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