Microsoft Dynamics CRM (Archived)

Changing the Sub-menu for an entity

(0) Share

Report

Posted on by Community Member

Hello Everyone:

I have another question about menus.

Is there away to re-arrange a sub-menu

Example if I'm in Accounts and I open an Account Light Lab

On top of the page there will Light Lab | (with an arrow down button.

When you click this button a drop down menu opens and it shows you.

Is there away to change the order for the buttons.

Any help would be great.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (2)

Suggested answer

Mahadeo Matre 17,021 on at

Like (0)

Report

Yes..you can achive this from form customization..

open form customization..and click on navigation..on the top ribbon where you will see header..footer..body etc..once click on navigation..navigation section on left will be enabled..and u can change order as per your requirements

Was this reply helpful? Yes No
Verified answer

Mithilesh Kumar 10,047 on at

Like (0)

Report

Hi Damon,

These navigations as form level navigation.

To change the order, open the Form Editor and drag and drop the Navigation option to do the changes

Hope that helps

Thanks

Was this reply helpful? Yes No
Verified answer

Aileen Gusni 44,524 on at

Like (0)

Report

Damon,

It is so-called relationship and it will be displayed in the relationship navigation as Associated View.

Just go to the Form Editor, Account form editor (based on your pic) then in the Home tab, you click the Navigation.

Now, it will open the left navigation (that formerly was disable to edit), then you just re-order it, there are already 4 groups, common, sales, marketing, service, that you can re-order or place new relationship.

If you want to add new group, you need to modify the customization.xml.

If you cannot find the relationship you want, you can try to go to the relationship detail and then show the Display of this relationship.

Some times you might not be able to add the relationship, you need to change the display properties of the relationship, if you still cannot, you need to add using script.

But in your case if you just want to re-order, just go to the Account form editor --> Navigation and re-order it.

Thank you.

Was this reply helpful? Yes No