A retail organisation on the other hand will focus on both Sales and Service, plus in most cases Marketing. Public Sector organisations for example, are for more likely to be interested in Service than they are about Sales pipelines, opportunities, leads and such like (though times are changing in the UK Government!). Glad you asked when you are working with clients not all of them wish to use all of the core features that the platform offers. When would it be appropriate to customise the Sitemap? We access the sitemap via the Hamburger Icon (an internal Microsoft development team expression – don’t ask) which causes the main modules to be displayed to the user, by default:Īlong with Settings and Help Center (previously called Resource Center), so in total you have five high level Areas that all fall under the one root node which is the Sitemap itself. In my view the interface is about 100,000,000 miles ahead of Salesforce CRM (SFDC – which seems to be stuck in the early 90’s!).Īs you can the navigation is now horizontal at the top of the application where in my view you would expect it to be in the first place (err Website sitemaps tend to be here! not always but mostly…). Then Microsoft recognised that the Dynamics CRM interface was actually quite uninspring and ugly, it needed a major face lift, fast forward and this is what we have now within CRM Dynamics 2016. Ok I will try to move quickly on the history lesson but depending on what version of Dynamics CRM you are working on at the moment the sitemap has evolved with each and every version, originally in CRM Dynamics 2011 we had “vertical”navigation it was truly beautiful (!?!) it looks like this: This is prone to error and will be more time consuming.”įor all us other people that like to keep things simple we can use XRMToolbox (if you haven’t heard of it read my other article – How to setup a Dynamics CRM Development Environment ) to get the job done nice and quickly I mean it really shouldn’t be that difficult right? So without further a do let’s get on with it. “Doing this manually requires exporting an unmanaged solution, unzipping and editing the files directly before then uploading back to server and importing. This article is going to assume that you don’t really get any kind of buzz from manually editing the Sitemap.XML file or any XML file for that matter and would rather use an interface to get the job done otherwise if that’s not you then read the following to your hearts content and best of luck! Editing Dynamics CRM Sitemap. It’s easy right? you just simply go into the solution within CRM, drag and drop navigation elements set the target entity and it’s all done in a jiffy – unfortunately no! Microsoft can you please have a think about how you could make this easier given it is part of the platform configuration?
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