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.
Related
I want to upload HTML page in MS Dynamics. As per my search in google, they are uploading in Solutions tab. But the Solutions tab is unavailable for me. I have Developer access.
Make sure you have System administrator & System customizer security roles under your user profile (You should have this as you are seeing Customizations subarea under Customization group in Settings area).
Check if you see Customize the system when you click the Customizations subarea. If so you can create web resource (upload HTML file) from there also with default publisher & prefix like new_
You will see Solutions options as well there
Check with your team mates if someone modified the Sitemap to hide the Solutions subarea
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.
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
Do we have a supported way to navigate to an external URL (Payment Gateway, another application) from CRM 2015 form in the same tab/window? We would also need the script to be compatible with all the browsers and devices. I have also tried my luck using window.location.redirect, window.location.replace, window.location.href, showModalDialog, so on. The redirect URL is always appended with my CRM organization's URL.These are anyway unsupported in CRM 2015 as per MSDN. Any help would be much appreciated.
You can use the built in form customization to add a navigation link. Simply go into the CRM Form customization, click on "Navigation" on the ribbon, and then click on the Insert tab of the Ribbon and Click on Navigation Link. You can then edit the Navigation Link Properties and give it a name, change the icon if you wish, and specify the External URL you wish to navigate to. Then save and publish the customizations. If you wish to use something from the current record to dynamically build a URL to put in this Navigation Link, the solution given on this page should still work in CRM 2015 even though it was originally written for CRM 2011 - http://www.crmanswers.net/2013/03/dynamic-navigation-links-using.html .
It seems like opening an external page in the same tab/window is not supported by CRM 2015. I had to use window.open to open the page in a seperate tab/window and is supported by all the browsers.
I have installed on premise Dynamics CRM 2013 but i can't see the create button. I can add contacts , accounts but i do not see the New, Delete, Copy a Link, Run Report command bar.
Do i need to do some settings?
Below is the image attach the menu which i can not see.
This i am able to see in the online CRM. Am i missing something.
FYI i am new to CRM so must this question is very very basic.
This looks like a Security Role issue. Please check the Security Role(s) for the user in question.