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Microsoft Dynamics CRM (Archived)

How to customize navigation bar?

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Posted on by 12,119 Moderator

Hi all

I need to add another work are in the main menu as Sales, service and etc. How can I do this?

8030.Untitled.png

Thank You

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  • Suggested answer
    ScottDurow Profile Picture
    21 on at
    RE: How to customize navigation bar?

    Hi,

    The top navigation is called the 'site map'

    If you are working on Dynamics 2016 Update 1 or earlier you can use the XrmToolbox site map editor to add items - see shanewcunningham.blogspot.co.uk/.../use-xrmtoolbox-to-modify-crm-2013-site.html

    When you are upgrade to 2016 Update 2 (Dynamics 365) then there is a built in sitemap editor. See msdn.microsoft.com/.../gg309424.aspx

    Hope this helps

  • Verified answer
    Nithya Gopinath Profile Picture
    17,078 on at
    RE: How to customize navigation bar?

    Hi Abdul Wahab,

    You can change application navigation using the SiteMap.

    Refer the link below.

    msdn.microsoft.com/.../gg309259.aspx

    Hope this helps.

  • Community Member Profile Picture
    on at
    RE: How to customize navigation bar?

    The black area above the Site Map, what term describes it?  Clicking on the "+" gives access to the quick forms.

    I would like to change the Contact Quick Create form to reference Contact HC Quick Create form. 

    How do I achieve this?

    Thank you

  • Community Member Profile Picture
    on at
    RE: How to customize navigation bar?

    To customize, simply go to Settings > Customizations > Customize the System. You will find multiple sitemaps under Client Extensions, there is typically one which contains all apps, and then others which are each tied to a specific app.

    I hope this helps.

    Best Regards

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