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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / change the order of le...
Microsoft Dynamics CRM (Archived)

change the order of left navbar items MS CRM 4.0

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Posted on by Prashanth Yerramsetty

 Hi,

 Do anyone can suggest or guide me how to change the order of the left navigation bar items.

 

Regards,

Prashanth Y.


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  • alf Profile Picture
    alf 17,915 on at

    Hi Prashanth,

    Are you refering to the items in WorkPlace, Sales, marketing, etc.  You change the order by modifying a file called sitemap.xml.  Export this file via settings/customizations.  Then modify the order.  This is an xml file so experience with xml helps a bit.

     

  • Prashanth Yerramsetty Profile Picture
    Prashanth Yerramsetty on at

    Hi Alex,

    I want to chenge the order of navBar items for ex: Leads, Accounts, Contacts, Opportunities etc..

     

    Regards,

    Prashanth Y

  • Ercan Top Profile Picture
    Ercan Top 60 on at

    Hi Prashanth

    You can change the order of navBar items like exporting sitemap.xml from settings-customization-Export customization then open the sitemap.xml file and change the order as you wish. Save the file and import the file.

    <Group Id="SFA" Title="Customers">

      <SubArea Id="nav_conts" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" />
      <SubArea Id="nav_accts" Entity="account" DescriptionResourceId="Account_SubArea_Description" />
      <SubArea Id="nav_leads" Entity="lead" DescriptionResourceId="Lead_SubArea_Description" />
      <SubArea Id="nav_invoices" Entity="invoice" DescriptionResourceId="Invoice_SubArea_Description">

    <Privilege Entity="invoice" Privilege="Read,Write" />
      </SubArea>
      </Group>

  • suedstern1 Profile Picture
    suedstern1 5 on at

    Hi Prashanth,

    you can change the order via Settings - Customization - select the entity - select 1:N relationships.

    There is an attribute called "Display Order", with a default value of 10000. By using different values you can define the order of the data shown in the navbar items.

     

    Best regards

    Fred

  • Mike Smith Profile Picture
    Mike Smith 6,840 on at

    Another easy way to edit the navigation is using the CRM Demonstration Tools:

    http://www.microsoft.com/downloads/details.aspx?FamilyID=634508DC-1762-40D6-B745-B3BDE05D7012&displaylang=en

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