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Saturday, November 11, 2017

Dynamics 365 - Site Map Editor


Before Dynamics 365, how do you edit the sitemap?

I believe most of the developers are either editing the xml file or \using a very powerful tool called XRM Tool Box.

But with Dynamics 365, you are able to edit the site map using the editor within CRM. Does it sounds great? Let's us get into it so you know how to use it.

DEMO

1. Create a solution, name it whatever name you want but be meaningful.



2. Let's go into the solution, click on Client Extensions > Add Existing > Site Map



  • Do not forget to download a backup, just in case you have to revert back to original design.
3. Double click the Site Map, and you will see the Site Map editor open up.



4.  You can edit for privilege, Title, Description and other setting as well.






5. After you completed the configuration, Click on Save then Publish.



6. Result






I hope you learn how to use the Site Map editor and Happy CRM-ing.

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