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

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:

• 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.

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

Hope you find this helpful.

Happy CRMing !