Customize CRM Sitemap Using Sitemap Editor | XRM Toolbox | Dynamics 365 CRM

• Site map in Dynamics CRM defines the primary navigational structure found along the left side of CRM user interface.
• CRM Site map is configurable, and the navigation options can be modified by editing the site map XML when exported in a solution.

Customize CRM Sitemap using Sitemap Editor | XRM Toolbox | Dynamics 365 CRM video

Customize Sitemap Scenario

• You can also affect site map behaviour using CRM security roles.
• Scenario: Your organization uses CRM for sales and marketing, but does not use it for service. By editing the site map, you can remove all navigational options to any service-related resources like the case form.

Why you need to customize Sitemap?

• Add/remove options to CRM functionality and navigation.
• Add/remove default CRM areas/subareas (like sales or service etc)
• Send user to external application
• Link a site map option to a view
• Open a web resource

How to customize the Sitemap

We can customize the sitemap in different ways:

• By editing the site map XML when exported in a solution.
• By using a 3rd party tool such as Sitemap Editor.

Customize Sitemap by Editing Sitemap XML

Steps Involved:

• Create a new solution OR use default solution
• Navigate to Client Extensions and Add Site Map to the solution, and export.
• Extract the solution to local folder.
• Modify the customizations.xml and Save.
• Import the updated solution back and Publish.

Add Sitemap to the Solution

• Create a Solution.
• Navigate to Client Extensions -> Sitemap
• Add Sitemap to the Solution.
• Export

Edit the customizations.xml

• Extract the Solution.
• Open Customizations.xml and edit the tags.
• Add new Areas, edit existing one.
• Save the solution.
• Import solution back to CRM and publish.

Customize Sitemap using Sitemap Editor

The major tool that we use to customize sitemap is Sitemap Editor

Steps Involved:

• Download XrmToolBox, extract and run.
• Select Sitemap editor Plugin.
• Connect to CRM Organization.
• Modify the sitemap.
• Click Update Sitemap to publish.

Connect to CRM Server

Connect Sitemap Editor Plugin to CRM Server.

• CRM On-Premise
• CRM Online

Add/ Edit Navigation Components

• Add new Areas
• Add New Navigation Groups
• Add New Sub-areas.

Update Sitemap

Click Update Sitemap to publish the changes

*Provide Implementation on Microsoft Dynamics 365 CRM, Dynamics AX, Dynamics NAV, Dynamics GP, Dynamics SL