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Customizing Main Menu Items RRS feed

  • Question

  • Customizing the site map is relatively easy, but how can you customize the main menu items?
    For example, in Administration, you see Announcements, Business Units, etc... In Business Units, you see Fiscal Year Settings, Facilities and Equipment, etc...
    I want to be able to change the name of these, possibly the picture icon, and hide any of these if i can.

    I really appreciate your suggestions.

    • Edited by SPCRMCnst Thursday, April 30, 2009 2:41 PM
    Thursday, April 30, 2009 2:36 PM

Answers

  • I am afraid that you can't do that, you can control the display of the menu items through security role, however some of the menu are not removable in a support way.


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, April 30, 2009 2:55 PM
    Moderator

All replies

  • I am afraid that you can't do that, you can control the display of the menu items through security role, however some of the menu are not removable in a support way.


    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    Thursday, April 30, 2009 2:55 PM
    Moderator
  • Thanks Darren. It's nice having so many CRM MVPs online today.  :o)
    CRM Site Manager :: Solution Provider.
    Thursday, April 30, 2009 7:23 PM
  • Jacob -

    You can rename the enties and the new names will apear on the main menu - for example business units can be renamed something like Security Groups -

    I'd encourage you to set up a test user in CRM, then set up a secruity role with only the entities/rights you expect users to need and apply it to that test user.
    Then log in as that user and view CRM as an end user instead of as an administrator.  - It will help you see what the result will be once you've 'deactivated' through security the entities you aren't going to be using in your implementation.


    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, April 30, 2009 7:53 PM
    Moderator