Tuesday, August 9, 2011

Hide/Show the CRM modules based on roles in MS CRM 2011

We have sale, marketing and service modules in the CRM. We want to show the sale module only to the sales user, marketing module only to marketing users, service module to service users.

Create a custom Entity named “link”.

Edit the sitemap.
In sales for all the SubArea add the Privilege only to “create” on the custom entity “link”.
<Privilege Entity="new_link" Privilege="Create" />
In Marketing for all the SubArea add the Privilege only to “Read” for the custom entity “link”.
<Privilege Entity="new_link" Privilege="Read" />
In Settings for all the SubArea add the Privilege only to “Write” for the custom entity “link”.
<Privilege Entity="new_link" Privilege="Write" />

Save and import the soluntion.

In security roles give the Create Privilege on “link” to all sales roles, Read Privilege on “link” to all marketing roles, Write Privilege on “link” to all service roles.