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Suggested answer

Duplicate Account link in the navigation pane

Posted on by 5

Hi all, 

We are implementing D365 CRM soution, and the account table holds the whole customer database, including corporate and non-corporate customer accounts, and eventually different customer types.  

One essential requirement is to allow for the CRM users (salesreps and account managers) a direct access to Corporate customers, Non-Coporate accounts, and some select customer types from the Navigation left pane. 

Is there a way to duplicate the Account link on the navigation pane, with each link pointing to a different filter?

The alternative we are considering is to create a separate entity for each link we need to create, but I don't think this is the ideal solution. 

thank you! 

  • Suggested answer
    RE: Duplicate Account link in the navigation pane

    I think adding the url in the sitemap is valid.

    We may also find this article helpful.

    community.dynamics.com/.../sitemap-link-to-specific-view---open-in-same-window

  • Fadi-001 Profile Picture
    Fadi-001 5 on at
    RE: Duplicate Account link in the navigation pane

    Thank you for your feedback, Abdul Wahab.

    We will give that a try and see if this works.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Duplicate Account link in the navigation pane

    Hi Fadi-001,

    I think you should need to add sub-areas in your site map and configure the URL type or each link or filter.

    pastedimage1660718483322v3.png

    Let me know if I can provide you with more details.

    Thanks

    Regards, 

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../abdul-wahab-a5b8b011a

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