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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hiding sitemap areas b...
Microsoft Dynamics CRM (Archived)

Hiding sitemap areas based on security roles

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Posted on by Yasemeen zada 110

Hi everyone, 

 I am working on CRM 2016 on-premise, and I want to hide the sales area from a specific user and show a custom area for another user. 
could anyone provide me with steps to show and hide sitemap areas based on security roles?

Regards 

Yasmeen Zada

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  • Verified answer
    PS Profile Picture
    PS 23,577 on at

    Here:

    dipankarbhattacharya.com/.../hiding-sitemap-components-based-on-user-profile

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,287 on at

    Hello,

    Refer to : dipankarbhattacharya.com/.../hiding-sitemap-components-based-on-user-profile

  • Yasemeen zada Profile Picture
    Yasemeen zada 110 on at

    Thank you very much Prashant Shukla.

  • Yasemeen zada Profile Picture
    Yasemeen zada 110 on at

    Will try it now.

    Thank you Abed Haniyah

  • Yasemeen zada Profile Picture
    Yasemeen zada 110 on at

    Guys,

    I tryied all the steps in the link you shared with me, but an error occured.

    it says "the customized sitemap couldn't be used, becasue it is configured incorrectly... ", even though all the steps are applied as mentioned in the link !!

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    Hi Yasemeen

    When you provide rights in the sitemap editor as mentioned in the blog- you must be providing only read rights. Can you also provide both read and write rights and then try.

  • Yasemeen zada Profile Picture
    Yasemeen zada 110 on at

    Only read writes were provided Prashant.

    Either nothing happens, or an error is generated !

  • PS Profile Picture
    PS 23,577 on at

    provide both read and write rights and then try

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi Yasmeen Zada,

    Please refer the links below.

    hinamehta14.wordpress.com/.../role-based-sitemap-showhide-settings-area-in-crm-2011

    www.mohamedmostafa.co.uk/.../hide-areas-sub-areas-in-the-sitemap-using-security-roles-in-dynamics-crm-privilege-tag

  • Yasemeen zada Profile Picture
    Yasemeen zada 110 on at

    Prashant,

    worked very well, until I reached to adding privileges to the settings area. The error appeared one more time in the CRM system.

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