Customized Menu Item per user

From what I've seen of the SDK, it is impossible to add customized menu
items on a per user basis. Is that correct?

I would like to add some additional administrator menu items, which
obviously should only be shown for users with administrative rights (in a
3rd party integrated application).


Cheers,
Anil


0
Anil
8/26/2003 1:26:39 PM
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Hi Anil,

Any customized menu is available and visible to all CRM users. There is 
no way to setup a menu that is accessible to only certain users or 
groups of users. You would need to build that security into your 3rd 
party integrated application.




"Anil" <anil@anil.com> wrote in news:#B0BwW9aDHA.2308
@TK2MSFTNGP12.phx.gbl:

> From what I've seen of the SDK, it is impossible to add customized 
menu
> items on a per user basis. Is that correct?
> 
> I would like to add some additional administrator menu items, which
> obviously should only be shown for users with administrative rights 
(in a
> 3rd party integrated application).
> 
> 
> Cheers,
> Anil
> 
> 

0
Karl
8/26/2003 2:12:55 PM
The way to do this is pretty easy...well sort of. As Karl says by default
any customizations appears for all user users. This limitation of sorts may
change on later versions of crm where we would expect more customization
options but of course there is a workaround for you.

Because CRM is directly linked in the Active Directory you could have the
customization look at the users Active Directory credentials and say hey if
they dont have admin privelages then they are not getting access etc.

Perhaps you could create a security group for your customizations and put
users who have access in the group. When a user inside of CRM tries to run
your customization you can check them against the security group and say hey
you dont have access etc. Even simpler but not as clean. Your customization
could have a list of usernames and you simply code something like if the
username is not on the list dont let them in. this way is a bit of a hack
but it will work.

I have written some basic Active Directory code samples which are available
at www.csharp-corner.com/members/johnod.asp which will at least give you an
idea of how to hook into the active directory.








"Karl Iuel" <karli@ispartners.co.za> wrote in message
news:O3eLmw9aDHA.2256@TK2MSFTNGP10.phx.gbl...
> Hi Anil,
>
> Any customized menu is available and visible to all CRM users. There is
> no way to setup a menu that is accessible to only certain users or
> groups of users. You would need to build that security into your 3rd
> party integrated application.
>
>
>
>
> "Anil" <anil@anil.com> wrote in news:#B0BwW9aDHA.2308
> @TK2MSFTNGP12.phx.gbl:
>
> > From what I've seen of the SDK, it is impossible to add customized
> menu
> > items on a per user basis. Is that correct?
> >
> > I would like to add some additional administrator menu items, which
> > obviously should only be shown for users with administrative rights
> (in a
> > 3rd party integrated application).
> >
> >
> > Cheers,
> > Anil
> >
> >
>


0
John
8/26/2003 2:27:33 PM
Thanks for the rapid responses guys!

John, I haven't yet hooked up Active Directory integration - although I'm
not too worried about that (I will check-out your link though, thanks).

The bigger issue is adding an ISV Administration menu into CRM with 10+ menu
items. I think our potential customers will see it as very sloppy
integration indeed if all uers have access to these menu items, even if
restricted users get an "Access Denied" type message when the click on them.

Soo customizable... and yet so limited...  ;o


Cheers,
Anil


"John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
news:eYeIz49aDHA.1640@TK2MSFTNGP10.phx.gbl...
> The way to do this is pretty easy...well sort of. As Karl says by default
> any customizations appears for all user users. This limitation of sorts
may
> change on later versions of crm where we would expect more customization
> options but of course there is a workaround for you.
>
> Because CRM is directly linked in the Active Directory you could have the
> customization look at the users Active Directory credentials and say hey
if
> they dont have admin privelages then they are not getting access etc.
>
> Perhaps you could create a security group for your customizations and put
> users who have access in the group. When a user inside of CRM tries to run
> your customization you can check them against the security group and say
hey
> you dont have access etc. Even simpler but not as clean. Your
customization
> could have a list of usernames and you simply code something like if the
> username is not on the list dont let them in. this way is a bit of a hack
> but it will work.
>
> I have written some basic Active Directory code samples which are
available
> at www.csharp-corner.com/members/johnod.asp which will at least give you
an
> idea of how to hook into the active directory.
>
>
>
>
>
>
>
>
> "Karl Iuel" <karli@ispartners.co.za> wrote in message
> news:O3eLmw9aDHA.2256@TK2MSFTNGP10.phx.gbl...
> > Hi Anil,
> >
> > Any customized menu is available and visible to all CRM users. There is
> > no way to setup a menu that is accessible to only certain users or
> > groups of users. You would need to build that security into your 3rd
> > party integrated application.
> >
> >
> >
> >
> > "Anil" <anil@anil.com> wrote in news:#B0BwW9aDHA.2308
> > @TK2MSFTNGP12.phx.gbl:
> >
> > > From what I've seen of the SDK, it is impossible to add customized
> > menu
> > > items on a per user basis. Is that correct?
> > >
> > > I would like to add some additional administrator menu items, which
> > > obviously should only be shown for users with administrative rights
> > (in a
> > > 3rd party integrated application).
> > >
> > >
> > > Cheers,
> > > Anil
> > >
> > >
> >
>
>


0
Anil
8/26/2003 2:41:46 PM
your right, you can stop users accessing the customization but cannt stop
them seeing it.

next release maybe ?


"Anil" <anil@anil.com> wrote in message
news:%23T7%23vA%23aDHA.2960@tk2msftngp13.phx.gbl...
> Thanks for the rapid responses guys!
>
> John, I haven't yet hooked up Active Directory integration - although I'm
> not too worried about that (I will check-out your link though, thanks).
>
> The bigger issue is adding an ISV Administration menu into CRM with 10+
menu
> items. I think our potential customers will see it as very sloppy
> integration indeed if all uers have access to these menu items, even if
> restricted users get an "Access Denied" type message when the click on
them.
>
> Soo customizable... and yet so limited...  ;o
>
>
> Cheers,
> Anil
>
>
> "John O'Donnell" <csharpconsulting@hotmail.com> wrote in message
> news:eYeIz49aDHA.1640@TK2MSFTNGP10.phx.gbl...
> > The way to do this is pretty easy...well sort of. As Karl says by
default
> > any customizations appears for all user users. This limitation of sorts
> may
> > change on later versions of crm where we would expect more customization
> > options but of course there is a workaround for you.
> >
> > Because CRM is directly linked in the Active Directory you could have
the
> > customization look at the users Active Directory credentials and say hey
> if
> > they dont have admin privelages then they are not getting access etc.
> >
> > Perhaps you could create a security group for your customizations and
put
> > users who have access in the group. When a user inside of CRM tries to
run
> > your customization you can check them against the security group and say
> hey
> > you dont have access etc. Even simpler but not as clean. Your
> customization
> > could have a list of usernames and you simply code something like if the
> > username is not on the list dont let them in. this way is a bit of a
hack
> > but it will work.
> >
> > I have written some basic Active Directory code samples which are
> available
> > at www.csharp-corner.com/members/johnod.asp which will at least give you
> an
> > idea of how to hook into the active directory.
> >
> >
> >
> >
> >
> >
> >
> >
> > "Karl Iuel" <karli@ispartners.co.za> wrote in message
> > news:O3eLmw9aDHA.2256@TK2MSFTNGP10.phx.gbl...
> > > Hi Anil,
> > >
> > > Any customized menu is available and visible to all CRM users. There
is
> > > no way to setup a menu that is accessible to only certain users or
> > > groups of users. You would need to build that security into your 3rd
> > > party integrated application.
> > >
> > >
> > >
> > >
> > > "Anil" <anil@anil.com> wrote in news:#B0BwW9aDHA.2308
> > > @TK2MSFTNGP12.phx.gbl:
> > >
> > > > From what I've seen of the SDK, it is impossible to add customized
> > > menu
> > > > items on a per user basis. Is that correct?
> > > >
> > > > I would like to add some additional administrator menu items, which
> > > > obviously should only be shown for users with administrative rights
> > > (in a
> > > > 3rd party integrated application).
> > > >
> > > >
> > > > Cheers,
> > > > Anil
> > > >
> > > >
> > >
> >
> >
>
>


0
John
8/26/2003 2:59:55 PM
Reply:

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