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Dynamics 365 general forum

How to extract D365 menu path ?

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Posted on by

Good morning, everyone,

As part of the realization of a rights matrix (which profile can access to which menu) I would like to be able to extract all the menu paths for D365 (this was possible for AX 2012).
Could one of you please tell me how to proceed?

Thank you for your time.

Damien

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  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    Does the "menu" means navigation bar in the Dynamics 365 like this?

    community85.png

    If so, this menu called "Site Map" in Dynamics 365 and you could edit or download it.

    Go to Settings->Customizations->Customize the System, select "client Extensions" and find "Site Map".

    community83.png

    Double click "Site Map" and then you could edit the menu with your requirement.

    community84.png

    docs.microsoft.com/.../change-application-navigation-using-sitemap

    If you want to "get" the Site Map, you could download the solution that contains the Site Map and then you will get xml code of it.

    community85.png

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/customize-dev/sitemap-schema

    Hope it helps.

    Best Regards

    Leo

  • Damien C. Profile Picture
    on at

    Hi Leo,

    Thank you very much for your answer. Yes, I would like something like  : "AP > Common > Purchases Order > All purchase orders"

    I'm going to try and let you know.

    Damien

  • rgouette Profile Picture
    149 on at

    Hi, I'm not sure if other folks have figured out how to do this, but I also wanted to "export" my Main menu paths, and could not find anything...

    What I just figured out, for better or worse is that I can:

    1) go to a menu, e.g. General Ledger, choose "Expand"

    2) Copy, like so:

    pastedimage1632322882961v1.png

    3) Paste into excel as Special,  HTML

    4) You can then manipulate it to look like:

    pastedimage1632323029715v2.png

    It's at least way faster than manually copying & pasting menus/items

    Hope this helps someone

    Cheers,

    Rich

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