Microsoft Dynamics CRM SiteMap Customization

1. Microsoft Dynamics CRM SiteMap Customization
Presenter : Mahender Pal
Solution Architect, Trainer, Writer, & Blogger
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2. Understanding SiteMap
SiteMap Customization
Option
Changing Navigation Using
SiteMap
Adding custom Link to
SiteMap
Applying Security to
SiteMap
Q & A
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3. Understanding SiteMap
 A node in Customization.xml
 Can be Exported & Imported as part of
Solution
What is SiteMap
Area
Group
Sub Area
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4. SiteMap Customization
 Modify Customization.xml manually
 Using SiteMap Editor
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5. Changing Navigation Using SiteMap
Modify Manually
 Create new Solution and add SiteMap or use default
Solution
 Export Solution and unzip solution solution
 Open Customization.xml file in XML editor
 Add SiteMap schema files from SDK if required
 Modify required node and re-zip folder
 Import your solution and publish your changes.
Modify Using SiteMap Editor
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6. Adding Custom Link to SiteMap
Adding using web resource link
 Create HTML web resource
 Use image Web Resource of type GIF, PNG, or
JPG image for icon
 Make sure to use $webresource
 Refer Web Resource under URL property of
Sub Area
Adding Custom Page link
 Make sure page is available
 Use image Web Resource of type GIF,
PNG, or JPG image for icon
 Refer page URL under URL property of
Sub Area
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7. Applying Security
<SubArea Id="nav_personalwall">
<Privilege Entity="post" Privilege="Read" />
</SubArea>
Parameter Value
Entity Logical name of Entity
Privilege  Read
 Write
 Append
 AppendTo
 Create
 Delete
 Share
 Assign
 All
 AllowQuickCampaign
 UseInternetMarketing
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8. Q & A
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