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Does anyone know how to customize the menu in MS CRM 2011 (Cloud) so that certain options (e.g. Marketing) do not appear for some users / teams but continue to appear for the Administrators or Power Users?

Many thanks

Ian
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  • Do you mean the menu or sitemap? The menu refers to the "File" menu. Site map is for the left hand side of entities, workplace, etc. – Paul Way Jul 23 '12 at 19:59

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For the sitemap, you'll want to use the "Privilege" rule.

Here's some documentation on the sitemap: http://msdn.microsoft.com/en-us/library/gg334430.aspx

Here's an example of using the privilege rule to show/hide areas: http://worldofdynamics.blogspot.com/2012/04/dynamics-crm-2011-restricthide-settings.html

Paul Way
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