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Duplicate Account link in the navigation pane

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Posted on by Fadi-001

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!

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Yoshika Suzuki on at

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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 5 on at

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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.
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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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.

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
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