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How can I customize CRM On Premise Workplace w/o coding? RRS feed

  • Question

  • I have Admin rights but am not deeply technical.  How can I move entities from one folder to another within the Navigation Pane?  For example, I need Activities listed under Sales.  Can I update them for all users, or just my own?
    Monday, March 11, 2013 7:55 PM

Answers

All replies

  • Normally to edit the sitemap is required to edit the sitemap xml file, but Tanguy created this tool that allows to edit easily:

    http://sitemapeditor.codeplex.com/


    Monday, March 11, 2013 8:12 PM
  • Hi Edward,

    You can move Entities from one Module to Another Module that means from Workplace to Sales Modules.

    what you need to do is 1. You need to take complete site map solution and export it.Then take whatever you want the entity for example you want Announcements and copy the XML Code of that entity and put it on Sales Module.

    2. Other solution is using Site Map Editor.

    • Proposed as answer by Samba88 Wednesday, March 13, 2013 5:59 AM
    Wednesday, March 13, 2013 5:59 AM