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Control access to the Help & Training site

Control access to the Help & Training site

Applies To: CRM 2015 on-prem, CRM Online

Microsoft Dynamics CRM Help & Training contains information that is designed to help you get the most from your implementation of Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. However, you may want to control access to Help & Training for some users.

This topic describes how you can control access to all or part of Help & Training by using the same methods that can be used to customize the Navigation Bar areas of Microsoft Dynamics CRM.

Each area in the Navigation Bar is defined by an <Area> (SiteMap) element that contains a number of <SubArea> (SiteMap) elements. The following XML represents a simplified example:

 <Area Id="MA"> <!-- Marketing Area -->
  <Group Id="MA">
   <SubArea Id="nav_leads"
            Entity="lead"/> <!-- Displays Leads Grid -->
   <SubArea Id="nav_accts"
            Entity="account"/> <!-- Displays Accounts Grid -->
   <SubArea Id="nav_conts"
            Entity="contact"/> <!-- Displays Contacts Grid -->
   <SubArea Id="nav_lists"
            Entity="list"/> <!-- Displays Marketing Lists Grid -->
 <Area Id="CS"> <!-- Service Area -->
  <Group Id="CS">
   <SubArea Id="nav_cases"
            Entity="incident"/> <!-- Displays Cases Grid -->
   <SubArea Id="nav_accts"
            Entity="account" /> <!-- Displays Accounts Grid -->
   <SubArea Id="nav_contacts"
            Entity="contact"/> <!-- Displays Contacts Grid -->
   <SubArea Id="nav_managekb"
            Url="/_root/homepage.aspx?etc=127"> <!-- Displays Manage KB page -->
    <Privilege Entity="kbarticle"

Each <SubArea> (SiteMap) element provides navigation to a grid view for a particular entity or a specific page defined by a URL.

For those <SubArea> (SiteMap) elements that define an entity grid view, the entity grid will only be displayed when the security role for a user includes the read privilege for that entity

However, notice that one of these <SubArea> (SiteMap) elements has a URL defined rather than the name of a specific entity. The following XML shows that access to the /_root/homepage.aspx?etc=127 page is controlled using the <Privilege> (SiteMap) element.

   <SubArea Id="nav_managekb"
            Url="/_root/homepage.aspx?etc=127"> <!-- Displays Manage KB page -->
    <Privilege Entity="kbarticle"

In this case, the optional <Privilege> (SiteMap) element defines that only users with Read, Write, and Create privileges for the kbarticle entity will be able to view the Manage KB articles page located at /_root/homepage.aspx?etc=127. If this <SubArea> (SiteMap) element were included without the <Privilege> (SiteMap) element, all users would be able to access the page.

If a user is not allowed to view any of the subareas within an area, that area will not appear in the Navigation Bar for that user.

The most obvious way to remove a <SubArea> (SiteMap) from the navigation is to delete it. However, we recommend that you comment out any SubAreas that you do not want to display rather than delete the element. This makes it easier to recover in the future.

For more precise control over access to a SubArea, use privileges. For more information, see Privileges by entity. In most cases, associating access to a privilege associated with an entity is sufficient. See Security role UI to privilege mapping for additional privileges you can use. In this case, you should remove the “prv” prefix to the privilege name when you use it.

You can modify the default definition of Help & Training in the Site Map to limit access to only those users who have specific privileges. The following XML shows the default definition for the Help & Training <Area> (SiteMap).

   <Area Id="HLP"
    <Group Id="HLP_GRP"
     <SubArea Id="Help_Resource_Center"
      <Privilege Privilege="CreateEntity" />
      <Privilege Entity="solution" Privilege="Create" />
      <Privilege Privilege="ImportCustomization" />

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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