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Dynamics 365 Community / Forums / Finance forum / Hiding Menu and Sub Me...
Finance forum

Hiding Menu and Sub Menus for Specific Roles in D365 F&O

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I have been tasked with simplifying users experiences and we need to remove spurious menu option from the modules section. one example being we do not use the retail module in D365 F&O so we need this to be removed and I have had some success in creating a privilege which has all the entry points (that start with Retail in the AOT) set to No Access which does hide some of the items, but there are entry points on there that are not uniquely Retail and what I need to achieve is to hide the retail menu item itself without blocking access to the items from other menus...

Example: I have a read-only AP role and the retail menu contains 'Released Product kits' under Products and Categories AND 'Workers' under Employees, both of these items are accessible via other modules and are not exclusively Retail items, but I would like to hide the 'Retail' menu for this role. 

I did manage to hide the retail menu entirely by creating an extension of the retail main menu item and setting the visible property of all the submenus to no, but this is not role specific and I need to do the same hiding per role on other menu items such as Organisational administration so is not a valid solution.

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,069 Super User 2025 Season 2 on at

    Hi Richi,

    It is not possible to hide menu's using security. An extension where you set the visibility to no is also not the solution as you found out already. I did create an idea on Dynamics experience where you can vote and provide some additional feedback.

    If you really need to hide the menu using security, you can duplicate menu items and extend menus to have a separate menu item per menu for the same form. In that case you can per menu arrange which menu item will be visible using privileges. This could be a quite cumbersome task...

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