USING SITE MAP DESIGNER IN DYNAMICS 365

Hello Readers,

I am glad that Dynamics 365 is making things easier for people with no technical background; here’s one such useful thing 🙂

Navigate to new Site Map Designer

Go to Settings>>Customisations

1

Click on ‘Customise the System’

2

Navigate to Client Extensions>>Site Map

3

Double click to open the Site Map

4

Area, Group and Subarea

This is explained in the screenshot below:

5

Adding a component

There are two ways of doing it:

1.Click on the add button on top

6

2.Click on the respective components on right

7

Let’s try and add each of the component type

Drag ‘Area’ from components window at the right and drop it just before ‘Sales’

8

Let’s give it a name by clicking on pencil icon, which you can see when you hover over the new area. After that I am placing a group and subarea under it.

9

Click on save and then publish:

10

This is how it looks now:

11

There are four different types of Subarea:

  • Entity
  • Dashboard
  • URL
  • Web Resource

All of them works fine except URL, I have used google.com.au as my URL with an expectation that it will load google within my CRM (well, I was wrong); to do that you need to add a web resource component otherwise you will see a blank screen. However, if you right click and open in a new window, it works fine.

12

So no more XRMToolBox, you can edit your sitemap from within Dynamics 365 🙂

Hope you find this helpful.

Happy CRMing !

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