Looking for PowerObjects? Don’t worry, you’re in the right place! We’ve been part of HCL for several years, and we’ve now taken the final step in our acquisition journey: moving our website to the HCL domain. Nothing else is changing – we are still fanatically focused on Microsoft Business Applications!

PowerObjects Blog 

for Microsoft Business Applications


All About Sitemap Editing in CRM 2011

Post Author: Joe D365 |

Today we'll cover sitemap editing in CRM 2011. To start, we'll want to edit the application navigation options in Microsoft Dynamics CRM. For reference, you can also read this post on Site Map XML from the Microsoft Developer Network.

Create a new solution OR use default solution

Microsoft Dynamics CRM > Settings > Customization > Solutions > New >

http://msdn.microsoft.com/en-us/library/gg334430.aspx

Save and Close

Open NewSolution > Client Extensions > Add Existing > Site Map

Export Solution

You might get the window about "Missing Required Components" but no need to worry if you will import the solution to the same CRM from where you created the solution.

Extract Solution

NOTE: Keep a backup of zipped "NewSolution_1_0_0_0"

Extract to NewSolution_1_0_0_0 (this name depends upon the name and version of your solution)

Edit Site Map


customizations.xml > ImportExportXml > SiteMap > SiteMap

<ImportExportXml

<Entities>Entities>

<Roles>Roles>

<Workflows>Workflows>

<FieldSecurityProfiles>FieldSecurityProfiles>

<Templates />

<SiteMap>


<SiteMap>

Edit the Site Map as per requirement. (http://msdn.microsoft.com/en-us/library/gg334430.aspx)

Save changes to the extracted/unzipped "customizations" XML Document in Visual Studio or Notepad. Zip all the files in folder named "NewSolution_1_0_0_0" Must zip (.zip NOT .rar) (Unzipped files cannot be imported.)

Compress Solution

To zip: select all files in the extracted/unzipped folder "NewSolution_1_0_0_0" > Right click > Send to > Compressed (zipped) folder > Rename this zipped folder to "NewSolution_1_0_0_0."

Import Solution

Microsoft Dynamics CRM > Settings > Customization > Solutions > Import > Browse > NewSolution_1_0_0_0.zip > Next > Import > Close when import completes

Validation on the Site Map is performed during the import. Default Site Map is applied if there is an error.

To reflect all the customizations "Publish All Customizations" and reopen Microsoft Dynamics CRM

Hope this helps someone out there!!

Happy CRM'ing

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

7 comments on “All About Sitemap Editing in CRM 2011”

  1. so helpful, thanks,
    it was good if explain more export system setting (advanced) part.
    and can use this for translate user interface language?

PowerObjects Recommends