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Add a Web Page to Navigation

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[Applies to: Microsoft Dynamics CRM 4.0]

This sample shows how to modify the Site Map to add a new page to the Microsoft Dynamics CRM navigation. Each page has a SubArea element. To add a new page, you must configure a new SubArea element. The SubArea element must be included within an Area and a Group element.

For more information, see:

This sample will show how to add the Microsoft Dynamics CRM Web page to the Resource Center Area.

The solution consists of the following steps:

Preparing an icon

You have the option to include an icon that will be presented with the SubArea element. The icon should be 16x16 pixels, in.gif format, and no larger than 10 kilobytes. If you include an icon, you must provide a URL to the location of the icon. Some options are as follows:

For Microsoft Dynamics CRM On Premise deployments:

Include your icon in the /ISV folder within your CRM Web site.

For Microsoft Dynamics CRM Online deployments:

If there is a Web server available to users, put your icon there.

Note    You can access an icon that you have uploaded for a custom entity by using the following relative URL. Insert the entity type code for the custom entity.

/_Common/icon.aspx?objectTypeCode=<entity type code>&amp;iconType=GridIcon&amp;inProduction=0

For more information about uploading icons for custom entities, see rc.crm.dynamics.com/rc/regcont/en_us/op/help/ui_cust_selecticons.htm.

You can retrieve the type codes for all entities by using the RetrieveAllEntities message.

If you have an on-premise deployment, you can use the Metadata Browser to view the entities and their type codes for your organization. For more information, see Using the Metadata Browser.

Exporting the Site Map

  1. In the Navigation Pane, click Settings, click Customization, and then click Export Customizations.
  2. In the View drop-down, select Client Extensions.
  3. In the list, select Site Map.
  4. Click Export Selected Customizations and then click OK to close the notice about information that may be exported.
  5. Click Save and save the customizations.zip file to a location of your choice.
  6. Click Close.

Editing the Site Map

  1. Extract the customizations.xml file that contains your exported Site Map from the customizations.zip file that you exported.
  2. Open the customizations.xml file and locate the Area that defines the Resource Center area.
  3. Add the SubArea element as shown here.
    <Area Id="ResourceCenter" ResourceId="Area_ResourceCenter" 
          Icon="/_imgs/resourcecenter_24x24.gif" 
          DescriptionResourceId="ResourceCenter_Area_Description"
    >
    <Group Id="ResourceCenter">
      <SubArea Id="nav_lc_overview" ResourceId="Homepage_LearningOverview" 
               DescriptionResourceId="LearningOverview_SubArea_Description" 
               Icon="/_imgs/ico_18_129.gif" 
               Url="/resourcecenter/overview.aspx" AvailableOffline="false" 
      />
      <SubArea Id="nav_lc_sales" ResourceId="Homepage_LearningSales" 
               DescriptionResourceId="LearningSales_SubArea_Description" 
               Icon="/_imgs/ico_16_sales.gif" 
               Url="/resourcecenter/sales.aspx" AvailableOffline="false" 
      />
      <SubArea Id="nav_lc_marketing" 
               ResourceId="Homepage_LearningMarketing" 
              DescriptionResourceId="LearningMarketing_SubArea_Description" 
              Icon="/_imgs/ico_16_marketing.gif" 
              Url="/resourcecenter/marketing.aspx" AvailableOffline="false" 
      />
         <SubArea Id="nav_lc_services" ResourceId="Homepage_LearningServices" 
               DescriptionResourceId="LearningServices_SubArea_Description" 
               Icon="/_imgs/area/18_service.gif" 
               Url="/resourcecenter/services.aspx" AvailableOffline="false" 
      />
      <SubArea Id="nav_lc_customization" 
               ResourceId="Homepage_LearningCustomization" 
          DescriptionResourceId="LearningCustomization_SubArea_Description" 
               Icon="/_imgs/area/18_settings.gif" 
               Url="/resourcecenter/customization.aspx" 
               AvailableOffline="false" 
       /> 
      <SubArea Id="crm_website" 
       Icon="/ISV/images/Icon.gif"
       Url="http://www.microsoft.com/dynamics/crm/default.mspx">
       <Titles>
        <Title LCID="1033" Title="Microsoft Dynamics CRM"/>
       </Titles>
       <Descriptions>
        <Description LCID="1033" 
         Description="Microsoft Dynamics CRM Web Site"/>
       </Descriptions>
      </SubArea>
    </Group>
    </Area>
    
  4. Save the customizations.xml file.

Import the Site Map

  1. In the Navigation Pane, click Settings, click Customization, and then click Import Customizations.
  2. Click Browse to locate the edited customizations.xml.
  3. Double-click the file or select the file, and then click Open.
  4. Click Upload.
  5. Press F5 to reload the application and view the changes.

Verify Results

In the Web application, these are the results:

Resource Center Area in Site Map customized to include the Microsoft Dynamics CRM Web site.

In Microsoft Dynamics CRM for Microsoft Office Outlook, these are the results:

Resource Center Area in Site Map customized to include the Microsoft Dynamics CRM Web site in Microsoft Dynamics CRM for Outlook.

The description information is visible when the Resource Center Area is selected in Microsoft Dynamics CRM for Outlook.

Resource Center Area in Site Map customized to include the Microsoft Dynamics CRM Web site - with Resource Center area selected.


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