Inbuilt Sitemap Designer

Sitemap is an XML file that is responsible for controlling the navigation of Dynamics 365 CE. If you have worked with Dynamics CRM before, do you remember how many times you have used the custom Sitemap editors to improve your navigation based on user requirements? Or did you have to manually edit the navigation features in Visual Studio? Of course, you can still use these now, but Dynamics 365 CE also has an out-of-the-box Sitemap editor.

The following screenshot shows the different commands we can use to Add, Delete, Cut, or Copy Sitemap components:

As you can see, if we want to add a new component to Sitemap, then we can pick it from the Components section (1) or we can configure their properties from the right-hand side Properties window (2). Once our Sitemap changes are completed, we can Publish our changes and use the Save And Close button to close the Sitemap editor. We can use the Sitemap editor to control navigation based on the user's security role.

Under the Properties tab, if you scroll down, you will be able to see the Privileges option under the Advanced section. We can use the privilege property of the subarea to check whether the current user has a specific privilege on some entity, if required. Privilege is the basic security unit in Dynamics 365 CE and defines the actions a user can perform.

You can find more details about privileges at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/security-roles-privileges.

You can also use custom the Sitemap editor from XrmToolBox: https://www.xrmtoolbox.com/plugins/MsCrmTools.SiteMapEditor/.
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