Historically in CRM 4.0 if a user wanted to have the Sales and Marketing Controls not displayed for an given user, this could not be as were by design.
Although areas would not be shown when all subareas are not visible by the security role.
It is not possible to remove the entire buttons. However, for Sales, Marketing, Service, etc... the application does contain the logic to not show a button "Area" if there are no sub-areas under it to show.
It is possible to limit visibility to a sub-area based on the security access. This is documented in the SDK and if you search for the "SiteMap XML Reference" and click on privilege, you will see the documentation on this.
It is possible to limit visibility to a sub-area based on the security access. This is documented in the SDK and if you search for the "SiteMap XML Reference" and click on privilege, you will see the documentation on this.
More on this on how simple it is to modify the sitemap and hide areas is below:
If you put both these factors together you could limit the sub-area access for every sub-area based on privileges, then the main area buttons would go away since nothing would be visible for the user.
Do a database backup and also backup the site map first. Review the CRM 2011 "SiteMap XML Reference" before performing these actions.
1. Go to Settings > Customizations > Export Customizations/ Solutions
2. Choose Site Map from the list and click Export Selected Customizations.
3. Make sure to save a copy of the Site Map before making any changes.
4. Open up the site map and search for text that begins <Area ID="MA" ResourceId=Area_Marketing" and ends with </Area> remove the entities (sub-areas) the visible entities like account and contact from this area.
5. Save this as your edited site map.
6. Go to Settings > Customizations > Import Customizations.
7. Browse to your edited site map and import it into CRM.
8. Publish your customizations.
2. Choose Site Map from the list and click Export Selected Customizations.
3. Make sure to save a copy of the Site Map before making any changes.
4. Open up the site map and search for text that begins <Area ID="MA" ResourceId=Area_Marketing" and ends with </Area> remove the entities (sub-areas) the visible entities like account and contact from this area.
5. Save this as your edited site map.
6. Go to Settings > Customizations > Import Customizations.
7. Browse to your edited site map and import it into CRM.
8. Publish your customizations.
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