HIDING SITEMAP AREA

(0) Share

Report

Posted on by Dinnu

I am merging two different applications of the same organization. which having some same entities as account, contact, opportunity, etc.... Some times I want to hide site map area or some times I want to hide the only subarea based on business unit

Categories:

Customization / Solutions / SDK and API

All responses (2)

Answers (0)

Sort by

LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!
Hi Dinesh,

There is no direct way to hide the Area.

We can only hide sub-area based on security role.

Each business unit has its own security role, so we can use security roles to differentiate business units.

We can control the permissions on entities through security roles, which can also be used to control permissions on entities on the site map.

We can do this using the Sitemap Designer. Please refer to this article which has detailed steps:

[View:~/crm/b/crminogic/archive/2018/08/02/sitemap-privileges-feature-in-dynamics-365:320:50]

If you are not familiar with the Site Map Designer, you could refer to this article:

https://community.dynamics.com/crm/b/crminogic/archive/2018/08/02/sitemap-privileges-feature-in-dynamics-365

If you are not familiar with the security role, you could refer to this article:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/security-roles-privileges

If my answer is helpful, please mark it as verified. This will help other users with the same theme.

Hope this helps.

Best Regards,

Lu Hao
Suggested answer

Kokulan 18,054 on at

Like (2)

Report
Copy link

Link copied!

Hi

You can control the sitemap via permissions but if you want to directly hide/remove any sitemap area or subarea, I would recommend you use the Sitemap Editor plugin on XrmToolBox.

You can download the XrmToolBox from the following link

[View:https://xrmtoolbox.com:750:50]

And use the Sitemap Editor to hide a sub area as shown below

Load the correct sitemap, most of the time it would be Default

Hide the area or subarea you want and Click Update sitemap