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Microsoft Dynamics CRM (Archived)

How to add security role for web resource link visible main CRM screen

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How to add security role for web resource link visible main CRM screen

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  • MDoddio73 Profile Picture
    1,910 on at

    Not sure what type of Web Resource you're displaying, but if it's in the "main" screen, I'm assuming it's accessed by a Left Navigation button. If this is correct, and the button launches a web page via a web resource link from the SiteMap.xml file, then you *can* add an element to the XML file that would specify a particular security role permission. This would not point to a particular Security Role, but rather a Permission for an entity in CRM, that can be given within a particular security role that other users would not have.

    For eg, here's a SiteMap SubArea specifying permissions to the Report entity. If the user has this permission in their security role, they will be able to see the Left Nav button, thus access the Reports homepage view.

         <SubArea Id="nav_reports" Entity="report" DescriptionResourceId="Reports_Description">

               <Privilege Entity="report" Privilege="Read" />

         </SubArea>

    You can choose an obscure entity permission that no one else would have access to (such as the Share permission for Announcements) or create a dummy custom entity called "DisplayWebResource" and give "Read" access within the Security Role and assign that to users that would need to see your web resource.

    Hopefully this answers your question...

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