Altering the SiteMap to better display Quick Campaigns

Posted on December 13th, 2007 mitch  Print No comments

While cleaning up the navigation at a customer installation today, we ran across something rather interesting.  If you export the CRM SiteMap and look for any of the Quick Campaign entries, you will find the following:

<SubArea
    Id="nav_minicamps"
    ResourceId="Menu_Label_Mini_Campaigns"
    DescriptionResourceId="Quick_Campaign_Description"
    Icon="/_imgs/ico_18_minicamps.gif"
    OutlookShortcutIcon="/_imgs/olk_4400.ico"
    Url="/MA/home_minicamps.aspx">
    <Privilege
        Entity="activitypointer"
        Privilege="Read"
    />
</SubArea>

The Privilege setting instructs CRM to only display this SubArea if the current user has Read Privileges to the ActivityPointer Entity.

I thought this to be rather strange since just about everyone should have such access.  What we wanted to see what to have Quick Campaigns only visible if the user had the ability to create a regular Marketing Campaign.  This would pretty much restrict the creation of Quick Campaigns to those in the Marketing department.  Should you also have such a requirement, you need to make the following change to the above SiteMap sample:

<Privilege Entity="campaign" Privilege="Create" />

You will need to make this modification for each instance where you see the SubArea "nav_minicamps." 

Import the modified SiteMap and launch IE using a CRM user with only Marketing privileges.

Customization, Dynamics CRM

(1 votes, average: 5.00 out of 5)

 Loading ...

908 views