Thursday, May 5, 2011

Sitemap Customization in CRM 2011

Sitemap customization in crm 2011 will be similar to crm 4.0. Now I am just trying add new Area Section to the Existing CRM. Lets see how to add new area,groups and subgroups in crm.

Follow the following steps

1. Add sitemap resource to the solution. In the solution click on "Client Extensions" and then click on "Add Existing" and add "SiteMap".

2. Now Export the solution and then extract the zip file, you will find "Customizations.xml" file. open it in the visual studio for editing.

3. Find the <SiteMap> tag, start editing the sitemap. To get intelligence for sitemap editing, attach the following schema file to visual studio.
   you can find this file in the CRM SDK "sdk\schemas\customizationssolution.xsd". To add this file into visual studio, click on "XML" menu ==> "Schemas" ==> browse the customizationssolution.xsd file and then add. Now you will get intelligence in visual studio.

4. Now edit the sitemap

   Here is the code to add new Area
<!-- Adding New Area to CRM. Give some unique values to Id, ResourceId properties -->
<Area Id="customer_Area" ResourceId="Area_MyArea" ShowGroups="true" Icon="/_imgs/resourcecenter_24x24.gif"  Title="Customer Area">
<!-- Adding new group, Title is mandatory and which will be the display text of area/group -->
<Group Id="MYGroup"  Title="My Group">
<!-- Adding links to the group, Add the required entity links to this group-->
<SubArea Id="nav_contacts" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" GetStartedPanePath="Contacts_Web_User_Visor.html" GetStartedPanePathAdmin="Contacts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contacts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contacts_Outlook_Admin_Visor.html" />
<SubArea Id="nav_accts" Entity="account" DescriptionResourceId="Account_SubArea_Description" GetStartedPanePath="Accounts_Web_User_Visor.html" GetStartedPanePathAdmin="Accounts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Accounts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Accounts_Outlook_Admin_Visor.html" >
<!-- If the user contains write privilages on account then only this link will appear-->
<Privilege Entity="account" Privilege="Write"/>

 5. After finishing the editing, import back the solution to CRM. changes will be reflected. Thats it... simplified way to edit sitemap...

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