Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Need Help Removing Entities

Posted on by Microsoft Employee

I am trying to hide the top entities for a Security Group I have created called InternalUsers.

What's the best way to hide this?

Image:

www.screencast.com/.../qNTKLj0mmO3z

*This post is locked for comments

  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at
    RE: Need Help Removing Entities

    can you please tag correctly your post?

    this will help to target your post to correct place within the forum

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Need Help Removing Entities

    This can be done by creating custom entity and then setting the privileges to hide these navigation items for the users.

    Please refer to the following link for more details:

    community.dynamics.com/.../157781

    Please mark this answer as verified, if it helps you.

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Need Help Removing Entities

    Design security role as per your requirement and assign that security role to user.

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: Need Help Removing Entities

    Hi Tom,

    Looks like you want to hide particular entities from sitemap for one particular security role group.

    You can achieve this by using sitemap editor. Please refer following blogs for reference:

    www.inogic.com/.../sitemap-privileges-feature-in-dynamics-365

    www.magnetismsolutions.com/.../editing-the-site-map-in-dynamics-365-using-the-built-in-site-map-designer

    In case if you want to hide all those entities from advance find as well so you can remove read access in security role.

  • N.A.R.A Profile Picture
    N.A.R.A 95 on at
    RE: Need Help Removing Entities

    You can go to your entity and uncheck that from all options

    qty11.PNG

    If you uncheck all, the entity must be disappeared from the menu

    Or for advance you can use Sitemap Editor (from XRMToolbox)

    Hope it helps,

  • Suggested answer
    Prashant_ Profile Picture
    Prashant_ 1,040 on at
    RE: Need Help Removing Entities

    If you want to hide entities from access then you have to update security roles by revoking read and write privileges,but if you want to  just hide site map group then following links might help you.

    www.inogic.com/.../sitemap-privileges-feature-in-dynamics-365

    community.dynamics.com/.../299705

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans