You can copy the Lead and Opportunity Subarea out of the Sales Group. (7) Now you'll want to add other menu items (aka SubAreas) to the Group as appropriate. You can drag it to wherever you want on the menu (make sure you keep it at the same level in the hierarchy - drag/drop in the XML Notepad takes a bit of practice). This will paste an exact copy of the Group at the bottom of the area.
(6) Back up to the top Area - click on it to highlight it and then select Edit | Paste. Click on the Customers Group, and select Edit | Copy. (5) Now you'll want to make a copy of the group. Expand Site Map, then Site Map again, then the first Area (Workplace) and then the Customers group (I think this is the second group in the default configuration). You'll need to "drill down" to find what you're looking for. In this case, you can start with the Customer Group. (4) A good place to start is to find a Group that is already configued in a way similar to what you want. Let's focus, instead, on the specific task of creating additional Groups that the user can optionally display.Ī change that we're frequently asked to make is to create a Group that puts together all the entities typically used by Sales in the order of their normal business process: Leads, Accounts, Contacts, Opportunities. You can check out the SDK for that information, or one of the many other BLOGs that provide a lot of detail on that.
I won't go into a lot of detail about all the different options. (3) Open the customizations.xml file (use XML Notepad 2007 or the editor of your choice). If you make a mistake, you'll want to be able to restore our Site Map again! REMEMBER to MAKE A COPY (BACKUP) OF THE FILE before saving it. (2) Save it to a convenient place on your hard drive. In the web version of CRM, go to Settings, Customization, Export Customizations, select Site Map and then click the Export Selected Customizations option.
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If not, then I recommend the free XML Notepad 2007 tool from Microsoft - click here to download it. If you've done a lot of XML editing, then you're probably fine. But did you know how easy it is to create additional areas for that menu that users can choose from?īefore trying to follow the instructions below, you should make sure you have a tool that you're comfortable using to edit an XML file. link at the bottom Workplace on the CRM navigation menu. You already know that users can have a small amount of control over their menu by clicking the Personalize Workplace. This tool has some limitations - but if editing XML gives you an upset stomach, you may want to download and experiment with this tool. NOTE: There is a tool freely available from Microsoft called "Demo Tools for the CRM 4.0 Demo VPC" that gives you an interface that is a bit friendlier.