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
Click on ‘Customise the System’
Navigate to Client Extensions>>Site Map
Double click to open the Site Map
Area, Group and Subarea
This is explained in the screenshot below:
Adding a component
There are two ways of doing it:
1.Click on the add button on top
2.Click on the respective components on right
Let’s try and add each of the component type
Drag ‘Area’ from components window at the right and drop it just before ‘Sales’
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.
Click on save and then publish:
This is how it looks now:
There are four different types of Subarea:
- 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.
So no more XRMToolBox, you can edit your sitemap from within Dynamics 365 🙂
Hope you find this helpful.
Happy CRMing !