Friday, September 28, 2018

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


I believe there is a need to do more practicals when playing with hiding menu options from Site map in dynamic 365 CRM. 
So I am creating this blog with only practicals.

Visit previous blog which is having steps to hide navigation menus

Hide Navigation Menu in Dynamic 365 CRM


Here I would be presenting a small practical to hide / show navigation menu in Dynamic 365 CRM. I would be playing with Product Catalog under setting area

I have created two security Role to test if it is working as expected.

1) Salesperson ---- DO NOT Show Products




When Users logged in, he sees no Product Catalog.




2) Salesperson ---- Show Products




Now when Users logged in with Read privileges on HideNavigationItem entity, he sees Product Catalog menu option.




Just considering the last case, what if a user’s has been assign with both such security role.



He will see the Product Catalog as we get the union of both security role :)

Thanks.
Vipin Jaiswal
vipinjaiswal12@gmail.com



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