Search code examples
dynamics-crmcrm

CRM 365 - Hide a sitemap Area

Is any clean way to hide an area from the sitemap, other than reviewing many role privileges one by one and remove privilege completely. I would be ok with amount of work just that there is no one-to-one correlation between the privilege and the menu item and more important, is the fact some of the privileges has many ramifications and I don't want to affect existing functionality. It would be hard to track bugs in this case.

Solution

  • This has to start with the logical grouping of necessary working entities (SubArea) under right Group, and ideally hence the main Area.

    enter image description here

    Let's say for example - Sales area should have Managers and Reps as Groups then classify the sub-areas for them individually for their needed entities. Then the navigation can be regulated with the help of identifying privileges specific for each persona and the navigation items can be controlled which hide the Group from others. Read more

    Or if it is tough to identify such dedicated persona privilege, then create a dummy entity just for sitemap regulation without breaking any existing implementation.

    In UCI app world, you can spin a new App for each persona, so silo app with own sitemap and logical groups the way you want.