Hide Navigation Menu in Dynamic 365 CRM

One of the most critical factor of choosing any CRM is user experience. Microsoft Team is continuously updating and coming up with great look and feel to make an awesome user experience especially with UI.

However, some factors needs to be taken care by the developer or consultant who is customizing Dynamic CRM for business. Today I am here with such an interesting topic.

! ! ! J ----- So many menu option ------ J ! ! !

Yes, you might have guess it correct what I am trying to convey here.  

We have different people in the organization with different role and people may belongs to various departments. A Classic example would be that few people are from Sales Department and few from Marketing. Marketing people do not want to see items, that belongs to Sales department. Moreover, a sales person may not be interested in the item which comes under Settings and that are exclusively for a CRM administrator to deal with.

To hide specific area/subarea we need to play around with:

User Security Role

+

Sitemap Area Privilege

+

A Custom Dummy Entity (optional - can be achieved with standard entity).

Guidelines to write good JavaScript code in Microsoft Dynamic CRM

https://vjcity.blogspot.com/2019/08/guidelines-to-write-good-javascript.html

Jumping on CRM Practical

Step ~1 
Create a dummy entity HideNavigationItem

Step ~2 
Decide on which security role that need to be adjusted so that users, which comes under that security role, will not see specific Area or Sub Area. 
I am considering Salesperson role here. 
I would enable only Read Privilege for HideNaivagtionItem Entity for Salesperson security role.

Step ~3 
Updating the Sitemap to hide specific area.

First, make a test solution and add only sitemap to it. 
Export the solution and we will edit the file customization.xml accordingly.

Search for <Area Id=“Settings” ResourceId=“Area_Settings“

and then add:

 <Privilege Entity="new_hidenavigationitem" Privilege="Read" />

I have kept the setting only for subarea = Product Catalog to check what will be the effect of this.

Let’s play more hide n seek game with site map menu items.

In Order to hide complete Business Group under the setting Area, we have to apply our Privilege tag to each sub area as highlighted in below image.

Hiding Site Map Menu option for different Security Role in Dynamics 365 CRM

Note :

• We can also achieve above logic by making use of an existing entity and using a different privilege.

For an example

 <Privilege Entity="case" Privilege="Create" />

• We are allowed to add tag only under and once all subarea are hidden, only then a Group can be hidden accordingly.

I wonder if such settings would be available in some tools soon.

Thanks.

Vipin Jaiswal

vipinjaiswal12@gmail.com

Guidelines to write good JavaScript code in Microsoft Dynamic CRMhttps://vjcity.blogspot.com/2019/08/guidelines-to-write-good-javascript.html