Wednesday, May 21, 2014

Hide Sitemap Areas Based On Security Roles in MS CRM





Q: in MS CRM, I would like to  show only Sales area to the sales team, Marketing area to Marketing team and Service area to service team, how..?

A: create a custom entity ,Add it to all the subareas with “read” privilage. In the site map.remove the read permission with newly created security role & apply the role for the user.

For more details:

http://www.hellokg.com/2013/12/18/hide-sitemap-areas-based-on-security-roles-in-dynamics-crm-2013/