In this webinar, our experts showcase a variety of demo use cases of how different components of the...
You might already know that the most common way to remove visibility to a certain entity on the navigation in Microsoft Dynamics CRM is to remove the users access to that entity in the security role. You can also modify the Sitemap using XML or use the sitemap editor available on Codeplex. What if you want to allow the user to see the entity on the main navigation, but want to change the way it appears at the record level? And why would you want to modify CRM 2011 navigation on an individual record?
Since the release of Microsoft Dynamics CRM 2011, it has never been so easy to modify, rename, remove and rearrange items on the left navigation of a record. This can be done right from the Customizations area using the following steps.
Navigate to SettingsàCustomizationsàCustomize Entities and select the desired entity, then select FormsàMain Form (typically, although you may have created other forms)
OR
Open the desired form and on the Ribbon, select CustomizeàForm
To get in to "Edit" mode, double-click anywhere on the left navigation OR select Navigation on the Ribbon.
You know you are in edit mode when the section turns white and the Relationship explorer appears on the right.
The best part of editing the left navigation in MS Dynamics CRM is if you accidentally remove something, you can easily change it back. Just click and drag the item from the relationship explorer over to the left again.
Some things to consider when modifying the left navigation:
If these things are considered, then you are on your way to using Microsoft Dynamics CRM as a great xRM development platform!!
Happy CRM'ing!
There is no way to remove the group is there? I have 3 empty groups, Thinking of re-naming them MSFT Error if I cant hide them. Thanks MSFT.
How do you add more groups