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

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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