I have disabled Settings tab(Area) in SiteMap Editor from XRMToolbox for Microsoft Dynamics CRM/365 CE(v1.2018.7.28) yesterday. Yesterday, I could see that Settings tab(Area) with "disabled" status and I was able to enable/disable it.
But today when I open SiteMap Editor from XRMToolbox for Microsoft Dynamics CRM/365 CE(v1.2018.7.28), I don't see Settings tab(Area) with "disabled". How can I enable it?
Can anybody please suggest me?
Note: I have few custom Tabs(Area) in my SiteMap. I don't want to lose them.
You can check the xml code of the sitemap using the icon (next to delete x icon). If it’s missing there it’s messed up.
You will find the Default Sitemap xml in MS docs. Refer/copy the Settings node. (You can take a backup of current Sitemap & Reset from “More actions” to study - just don’t update back to CRM).
You can take it from other environments if it’s applicable. Don’t forget to check Sitemap designer within CRM too.
Related
We want to edit the text fields like "Alto", "Bajo" in the same web without enter to the "Edit" section.
You are looking for Editable grid, this is available in CRM UI but unavailable in Dynamics 365 Portals today. You can watch this feature/idea for availability date.
Meantime, you can build your own form with editable layout using HTML/Liquid template.
AFAIK - No other easy readymade solution/configuration available (OOB), but there may be third party solutions out there.
The user account I am using for a Dynamics CRM application contains roles for "System Admin" and "System Customizer". But when I try to edit the SiteMap via Settings->Customizations->Customize the System->Client Extensions and selecting SiteMap, I don't see the edit option. Even "My Apps" under Application is not displaying. Please help me point out what Role/Permission is missing.
I am beginner, so any help in this will be very useful.
The version I am using is
Microsoft Dynamics® CRM Online 2016 Update
(8.1.0.581) (DB 8.1.0.578)
Thanks
In-built sitemap editor is avaiable since version 8.2, so you will have to upgrade your organization first, to have this option. For now you still have to use some external tools like SiteMap Editor from XrmToolbox or simply edit XML manually.
To edit XML manually simply go to customizaitons -> solutions. Create a new solution and under "Client extensions" add "SiteMap". Now export the solution, unzip it and inside "customizations.xml" you will have your sitemap which you can edit. But be careful - editing XML by hand may lead to crashing whole CRM. I would not recommend that on Online - if anything goes wrong, you will not be able to open you CRM and the only way of restoring it would be through Microsoft Support. Simply use the SiteMapEditor from XrmToolbox, it's much better approach.
I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap".
But when I click on the sitemap to edit it nothing happens.
How can I customize the top level tile navigation in CRM ?
For easier editing of sitemap you will have to use some tool like XrmToolbox.
You can edit SiteMap in CRM either manually or using some tool.
On the url below microsoft has mentioned:
Using a sitemap editor can facilitate editing the sitemap.
A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft CRM MVP Tanguy Touzard.
https://msdn.microsoft.com/en-us/library/gg309424.aspx#BKMK_SiteMapEditors
I use SiteMap Editor for Microsoft Dynamics CRM 2011. It is super easy to use.
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
In the XrmToolBox, open the SiteMap editor
Connect to an organisation if not already done:
In the dialogue, click on the New Connection
Provide credentials. After auth, provide it a name.
In the SiteMap editor, click Load SiteMap and update the nodes as needed
Click Update SiteMap
I am working with an on-premise instance of Dynamics CRM 2015. I have added web resources by creating them through the "Customize the System" window as well as by uploading them.
When I go to a form or dashboard to add these, it never works. I click Web Resource, find the web resource, fill out the form and submit and it just goes back to the Form edit screen and nothing happens!
No error is being shown or anything and it is driving me nuts! What am I doing wrong?
What browser do you use? Try to use IE because FF and Chrome have issues exactly with customization of forms.
I agree on using Internet Explorer. Or use debug tools marking the update always from server box, as it is a cache problem.
I am new to CRM, I am using MS crm 2011. I wanted to hide the settings tab for only a particular user. I have used the site as shown below and have followed the steps as mentioned.
http://www.powerobjects.com/blog/2011/03/22/sitemap-editing-in-crm-2011/
Following these steps made the settings tab disappear for all the users of crm including the admin users. How do I get back the settings tab in ms crm . Please help, Thank you
Download the CRM toolbox from here http://xrmtoolbox.codeplex.com/ and use the CRM Site Map Editor.
The tool will help you hide the desired section for a specified security role.
Open the tool, click on Site Map Editor, define the connection to the CRM (IFD, SSL, username, etc).
Then click on Load SiteMap, you will be shown the list of the areas.
Click on Area(Settings) on the left and you will see a new panel on the right. Click on the Show group checkbox.