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Microsoft Dynamics CRM (Archived)

Add entities to main nav bar

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Posted on by 600

Hi. 

I`ve made a new entity but cant figure out how to display it on the main navbar? Under "areas that show this entity" there are no settigs for this? Also how can I remove entities like marketing?

mainNav.png

Thanks

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  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at

    Hi Martin,

    You can add entity under tiles -> goto settings-> customizations-> Customize the system->your entity -> Check areas that display this entity

    For Remove Area Marketing -> Use XRMToolbox ->sitemap customization

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Rajkumar Rajaraman Profile Picture
    on at

    Refer this thread also:

    community.dynamics.com/.../152022

  • martingr Profile Picture
    600 on at

    Hi and thanks for quick answer.

    I want to show the entity on the main navbar (Same line as sales & marketing as shown on picutre above)

    In "areas that display this entity" I only have the options:

    -sales

    -service

    -Marketing

    -Settings

    -Helpsenter

    Is there any way to put the entity on the main bar ?

    Thanks

  • Verified answer
    anilambadan Profile Picture
    1,160 on at

    Hi

    Please see the screenshot below.

    settings.PNG

    Please Goto Settings->Customizations->Customize the system

    Select the entity and select the are where you want to display your custom entity.

    thanks

    Anil

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    on at

    You can add only on Areas (Tiles) in Main Navbar.Add one Area using XRMToolbox and display your entities under this area

  • Verified answer
    anilambadan Profile Picture
    1,160 on at

    Hi

    You can create a new section like sales/service using sitemap editor and you can place the  entity below it.

    Please see the links below.

    https://msdn.microsoft.com/en-us/library/gg309424.aspx

    http://www.xrmlabs.com/About-Us/XRMs-Blog/Post/1732/Sitemap-Editing-in-CRM-2015

    XrmToolBox got a plugin for site map editing. its available on codeplex. please use the link below to get it.

    https://xrmtoolbox.codeplex.com/

    thanks

    Anil

  • Community Member Profile Picture
    on at

    i also want the answer for this if you have got the solution please inform me

    i also want to add entity in main navbar (working in crm 2016 on premise)

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