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.
But 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. Why would you do that?
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.
Open the desired form and on the Ribbon, select CustomizeàForm
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!!
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