Custom Entity in Navigation Bar

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Posted on by ashishshahs

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Greetings All,

I followed the course ...

81269AE: Designing XRM Customizations in Dynamics 365

81270AE: Customizing the Microsoft Dynamics 365 User Interface

to build a custom entity for "Loan Application". I ensured that the check boxes in the custom entity for "Sales" and "Service" are checked.

However, i still cannot see it in the navigation pane on the main page ...

I saw some community members advising to get the Client Extensions populated ... but I cannot find the custom entity in it. So, I ended up adding the ones made available (just for kicks) ...

Still that did not work.

The above course is fantastic. Its just that they missed the last piece of adding the entity to the main navigation page. Wondering if someone can guide?

-Ashish

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Pradeep_Gowda on at

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Hello Ashish,

The above step you followed applies for web application for UCI , you need to follow one additional step:

Navigate to Customization >> Customize the System>> Model Driven App.

Additionally you can refer the following blog : docs.microsoft.com/.../create-edit-app

Hope this helps.

Regards,

Pradeep Gowda

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Leif_23 169 on at

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Hi!

thank you so much for laying out a solution for this subject. I managed to get my custom entity ("Kunde") being shown in the navigation pane. However it does not show it in the right place... Do you know why?

I tried to change (and publish) an adapted sitemap

but nothing changed... Is should appear below "Kontakte".

I thank you so much in advance!!

Best

Leif

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Al Iggs on at

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Did you publish the app AND the sitemap? Try to re-order Firmen and Kontakte to see if you modify the correct sitemap. If that works - did you apply any security, i.e. is it possible that your user does not have access to the new entity?

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Leif_23 169 on at

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thank you! Apparently I updated the wrong App as our partner had a custom version of the saleshub. :)

Thank you!

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ashish12 3,079 on at

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Hi Ashish,

Please close this thread as mark answers as verified. For any future issues you can first refer to docs.microsoft.com.

Thanks

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