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Customise the main sales ribbon RRS feed

  • Question

  • Sorry if there is a simple answer to this but I am just starting to learn CRM.

    I am using CRM online and would like to re-order the main sales ribbon. Currently when you go to Sales and click on the down arrow it brings upa ribbon that is ordered in the default way. I would like to be able to order it differently so for example the button for reports is on the first screen of buttons.

    Wednesday, August 6, 2014 10:05 AM

All replies

  • Hi Alan,

    Have you tried this..

    http://crm2013experience.wordpress.com/2013/11/27/crm-2013-customize-navigation/

    Hope fully this work for you.. do not know about working for crm online or not.

    Wednesday, August 6, 2014 10:31 AM
  • You want to use a Sitemap editor.  The XRM Toolbox has one: https://xrmtoolbox.codeplex.com/

    It can hook up to CRM Online.  The toolbox also has lots of other customization tools that can help you tweak the interface to better flow to your needs.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Wednesday, August 6, 2014 3:44 PM