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How to restrict access to Menu based on security roles?

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Posted on by RSX

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Hi,
Is there any option, where based on a security role, can we restrict access to a particular module (Menu)?

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André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

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HI RSX,

You can create security roles where you grant access to only the menu items a user is entitled to. That will build the menus. However, maybe your question is about having e.g. a role for a sales person that should have access to customers and sales orders. As the menu items are used in three different menus, the user will then have access to the menu items in all three of them. Is your question then to use e.g. only Sales and Marketing menu and hide the other menus? If so, that is not supported by Microsoft.

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Hana Xue Microsoft Employee on at

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Hi,
Please refer to the threads below and test it using secure development tools. Hope it can give you some hints.
Solved: Restrict access to menu items by privilege (dynamics.com)
Solved: Restrict access to a module (dynamics.com)
Best Regards,
Hana

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