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.

6 comments:

Srinath N S said...

by just performing the above steps, can we show/hide the CRM modules to users based on their roles?

Srinath N S said...

This is w.r.t CRM 4.0 or CRM 2011?

Chandan said...

Its role based. Just define the appropriate privilege for the custom entity named “link” for each roles. According the CRM modules will be appearing in the application. And it works in CRM 3.0/4.0/2011.

GTezini.NET. said...

Very good solution! Inclusively, in a supported way (just like Microsoft likes :>)...

Anonymous said...

This was so useful to me - but I did it this way

so you create a new entity
(e.g. new_service) and then grant create privileges to everyone you want to see the service menu

then get this tool:
http://sitemapeditor.codeplex.com/
and open up the service area, and open up each sub area, right click on each sub area and choose "Add Privilege" and specify the entity new_service

then press the "update sitemap" button. and bam! only people with create access to the new_service entity can see the services menu.

Nikhil Gupta said...

Wonderful post. This is nice post and gives in depth information. Great tips! CRM For Sales