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Sent Quote RRS feed

  • Question

  • Hi All,

    we are using CRM 2011 online account.  We need to create the Sent Quotes activity under Sales in sitemap– just to have a list of all the Quotes that have been sent out to customers. we have created this in Activities but we want to show this feature in sitemap menu. currently it will display in activities. Please observe the below screens.

     

    We need to add this feature in sitemap under Sales tab. Please find the below screen.

    we need the sent quote feature in above Red mark field. Please help me.

    Thanks,

    Madhava


    Friday, December 23, 2011 2:09 PM

Answers

  • Hi Madhava,

    Export your SiteMap on a solution.

    Add in SFA Area, the line <SubArea Id="nav_new_sendquote" Entity="new_sendquote"/>

    Regards,


    Philippe

    Blog : Dynamics CRM pour les francophones

    Please remember to click "Vote as Helpful" and “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread.

    • Proposed as answer by Philippe LEAL Friday, December 23, 2011 3:06 PM
    • Marked as answer by CRM Team1 Saturday, December 24, 2011 9:27 AM
    Friday, December 23, 2011 3:06 PM