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Customer experience | Sales, Customer Insights,...

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CRM D365: adjusting secutity role to restrict access to "Service Management"

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Posted on by oussouss

Hello All;

I have created a security role copied from a CRM D365 security role (customer service consultant).
I want to adapt my new role to restrict agents' access to the /Service Management/ area.
How do I go about this?

thx; Oussama

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RudyZhang Microsoft Employee on at

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Hi,

We have analyzed your needs and the article in this link below proposes the solution of editing SitMap, which we hope will solve your problem.
https://www.alphabold.com/create-a-role-based-sitemap-navigation-in-dynamics-365-ce/

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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