How do I remove a left side menu item?

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Posted on by RicksterBC44

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How do I remove a menu item from the left side navigation? We don't use the Invoices function and therefore want to hide it. Thanks

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Wahaj Rashid 11,323 on at

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Hi,

Thank you for your query.

You can control the navigation menu by modifying the site map.

Here are steps to follow:

Go to Advanced Settings -> Applications -> Apps.

Open the app you use, in the editor mode (for example Sales Hub).

On the Site Map tile, click on the pencil icon to open the site map in edit mode.

Click on Invoices under the Collateral section, and then click on the Delete button.

Save the sitemap and then click Publish.

Refresh the Dynamics 365, you won't found Invoices in the menu now.

This will permanently remove the Invoice menu from this app, however, you can add it at a later stage.

If your purpose is to hide this menu for a specific users, you can set the privileges on a sitemap item, follow this thread:

Hide Dynamics 365 Sitemap Area | Jack's D365 CRM Blogs (wordpress.com)

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RicksterBC44 115 on at

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Thanks Wahaj, this is great! This solved my problem and helped me really optimize our left menu.

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Wahaj Rashid 11,323 on at

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You are welcome.

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Community Member on at

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Is there a way to hide these options, rather than delete them?

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Amit Katariya007 10,409 Moderator on at

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Hello Royce,

You can also configure the site map entities by using the different privilege's using the OOB or

using XRM tool box, so that you don't need to delete this components.

OOB way - www.alphabold.com/.../

www.inogic.com/.../

Xrm Tool box - spandcrm.com/.../

So when you are applying this rules. when a user will have the Required privilege then they will able to see else it will be hidden from them.

Thank you,

Amit katariya

Please mark my answer verified if it helped you to resolve your issue.

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