Dynamics 365 – Hiding Navigation Groups based on User Permissions

I thought this would be a straightforward request to deal with – “We need to hide Sales, Marketing and Settings for some users”. But when you actually start to get into it you’ll quickly realise that at least the Sales and Marketing groups both contain ‘Contacts’ as well as a few other shared entities which means you can’t just hide it by not allowing access to the entities shown in the grouping.

The solution is to use XrmToolBox which I’ve briefly covered in an article before – Useful CRM 2013 Tools – and specifically the SiteMap Editor Plugin which will allow us to set custom permission requirements to view the links within the navigation groups and hide them easily.

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