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Microsoft Dynamics CRM (Archived)

Prevent a managed solution's SiteMap.xml removing menu items from the target CRM

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Posted on by Community Member Microsoft Employee

We have a managed solution with a SiteMap.xml that is based on the 2016 Default SiteMap XML that includes additional group/subareas to expose the functionality of the solution.

When we import this managed solution into an instance of Dynamics 365 some of the subareas are removed from the menus. E.g.:

  • Settings > Business > Mobile Offline
  • Settings > System > Relationship Insights
  • Settings > Application > My Apps
  • Training > Learning Path - The whole group is missing

As far as I understand the Conflict Resolution of SiteMap.xml components the changes in our solution should be merged with the default solution SiteMap.xml rather than overwriting it.

How do we configure the solution and its SiteMap.xml so that it only adds the menu items it needs to add without removing or overwriting any existing ones?

If this is not possible what is the recommended process for managing the removal of menu items? Do we need to instruct our customers to manually re-add the menu items our solution removes after installing it? Or something else?

Thanks for any assistance.

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  • Macoy Profile Picture
    Macoy 275 on at
    RE: Prevent a managed solution's SiteMap.xml removing menu items from the target CRM

    Hi Danny,

    When importing on top of an unmanaged solution, be sure to export the unmanaged solution and re-import after the managed solutions are installed. This is the rule I believe, just like for example if you want to import LinkedIn in your instance and it so happen that you renamed Account or Contact into different name, after LinkedIn is installed the account and contact will revert to its original name "Account" / "Contact". So to managed this behavior you will need to get first an extract of your unmanaged solution then re-import it after you import the LinkedIn or rename them again after if you don't want to re-import your unmanaged solution.

    I can't think of other way around as of the moment.

    Regards,

    Macoy

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prevent a managed solution's SiteMap.xml removing menu items from the target CRM

    As I mentioned the SiteMap.xml in our solution is a copy of the 2016 Default SiteMap XML that we have then added groups and sub areas to.

    Is this the issue? Should the SiteMap.xml in a managed solution contain only the extra groups and sub areas we wish to add?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Prevent a managed solution's SiteMap.xml removing menu items from the target CRM

    Thanks for the response Macoy.

    I will give that a try. I assume when you export your instance solution you leave it as unmanaged?

    However that doesn't feel like the best user experience, particularly if they have multiple managed solutions installed as many of our customers do.

    Is there anything else we could do?

  • Suggested answer
    Macoy Profile Picture
    Macoy 275 on at
    RE: Prevent a managed solution's SiteMap.xml removing menu items from the target CRM

    Hi,

    You could try doing this.

    1. Remove the managed solution.

    2. Export your instance solution having the Site Map included.

    3. Import first the Managed Solution. Publish.

    4. Import your instance solution. Publish.

    Regards,

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