Role-Based Sitemap Navigation in Dynamics 365 CE

, November 1, 2023 1024 Views

Different users’ access to different kinds of records is defined by their security roles. You can limit access to entities by using security roles and the rights associated with them. In this blog, we will discover how to set up role-based SiteMap navigation in Dynamics 365 CE. We shall limit the area of a role-based sitemap according to a user’s security roles.

The SiteMap in Dynamics 365 gives you the structure for navigation.

A sitemap has areas, groups, and subareas. A selectable area appears at the bottom of the navigation bar. Selecting a specific area will display it in the left navigation bar.

Microsoft Dynamics 365 – Role-Based Sitemap Navigation

In the image below, you can see that we have multiple areas.  Let’s restrict these areas to users based on their security roles.

Microsoft Dynamics 365 – Role-Based Sitemap Navigation

To set the Privilege on the SubAreas using SiteMap editor, let’s perform the following steps:

Click the gear icon in the top right corner of the application and select Advanced Settings.

Microsoft Dynamics 365 – Role-Based Sitemap Navigation

Go to My Apps in Settings and select the application you want to restrict navigation area to.

After selecting your application, click More options (…).

Microsoft Dynamics 365 – Role-Based Sitemap Navigation

Then click on the “Open in APP DESIGNER” option. This will redirect you to the Power Apps app designer page. On this page, click Sitemap Designer to customize your sitemap.

Microsoft Dynamics 365 – Role-Based Sitemap Navigation

Select a SubArea and on the right side of the Properties window, click Advanced, and then click Privileges. Select the entity and click the + button.

Expand the command as required.

Microsoft Dynamics 365 – Role-Based Sitemap Navigation

After setting the required privileges against all the SubAreas. Click on Save -> Publish.

If you log in as a user who does not have permission to read “Service Navigation”, the service area will not be displayed.

After you complete these steps, the sitemap SubArea will be visible only to users with the specified permissions on the selected table.

In this way you can control access to different parts of a model-driven Power App and ensure that users only see the areas of the application that they are authorized to access. Meaning this is role-based sitemap navigation in Dynamics 365 CE.

I hope this helps you!

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