Hello good afternoon.
I am personalizing new entities in the CRM (Axis: Quotation), I would like to know how I can add a button in the main page of the CRM that takes me to the form of that entity (quote)
I would like to place here, in a new segment
*This post is locked for comments
You have to edit site map to achieve this task.
Hi Angel David Cordova Rosario,
Looks like you want to add subarea on sitemap instead of button. Its much easier to add subarea on sitemap using sitemap editor (XrmToolbox) or Dynamics 365 SiteMap OOB Editor.
Please refer below for reference:
www.crmsoftwareblog.com/.../ease-navigation-edit-the-site-map-in-dynamics-365
Hi Angel David,
You can Customize CRM Sitemap using Sitemap Editor by editing the site map XML or Editing default sitemap. Here are few links:
[View:https://www.magnifez.com/customize-crm-sitemap/amp/]
[View:https://m.youtube.com/watch?v=-Y9E5BDpuX8]
[View:https://community.dynamics.com/crm/b/workandstudybook/archive/2017/01/17/editing-sitemap-in-dynamics-365]
[View:https://www.magnetismsolutions.com/blog/dominicjarvis/2017/03/08/editing-the-site-map-in-dynamics-365-using-the-built-in-site-map-designer]
Thanks
Justin Jose
Thank you very much, I'll review it
Hi,
The screenshot which you have shared is called sitemap which can be customized to add the entities. Refer below links-
www.catapulterp.com/edit-site-map-using-new-microsoft-dynamics-sitemap-designer
Hope this helps.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (