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CRM 2011 - Change the FORM Left Navigation globally RRS feed

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    Hi, In CRM 2011 - FORM left navigation which is divided in to five ares Common, Sales, Service, Marketing, Process. I have to Rename Sales to "TEST".

    I was able to do it on a single entity FORM but I dont know how to reflect that change globally on every entities form left navigation.  Any helpw ould be great;y appreciated.

    Thanks inadvance.

    Thanks, Future MVP
    Thursday, July 28, 2011 7:44 PM

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    Yes, you are right. You need to edit the sitemap. You will need to add Titles element first under Area element, and then Title element underneath. In the Title element, you need to specify LCID and Title attributes. Title attribute is what's going to be displayed in CRM interface. 

    As Purvin has suggested, the sitemap editor helps a lot which you should check out. 

    Hope this helps. 

    Daniel Cai | http://danielcai.blogspot.com
    • Marked as answer by Jim Glass Jr Monday, August 1, 2011 5:46 PM
    Monday, August 1, 2011 1:34 PM

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    Hi ,

    check this http://social.microsoft.com/Forums/en/crm/thread/855e15fb-9119-4461-9602-a89e9fb1e5de

    NarSr
    Friday, July 29, 2011 5:52 AM
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    Thanks for the reply Naresh.. but the post explains how to do it in CRM 4.0 . I am trying to do in CRM 2011.

    Thanks, Future MVP
    Friday, July 29, 2011 1:07 PM
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    hi,

    Export the customization of default solution, keep backup of that, replace the 'Test' work globally with all entities formxml and import it back.

     

    Thanks, Ankit Shah
    Inkey Solutions, India.
    Microsoft Certified Business Management Solutions Professionals
    http://www.inkeysolutions.com/MicrosoftDynamicsCRM.html
    Friday, July 29, 2011 2:48 PM
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    Here are the general processes of editing sitemap in CRM 2011.

    1. In Microsoft Dynamics CRM, click Settings, click Customizations, and then click Solutions.
    2. Add the Site Map to a new or existing unmanaged solution. In the solution, click Client Extensions from the list of Components, select Add Existing, and then select Site Map.
    3. Click Export Solution.
    4. Extract the files from the compressed .zip file.
    5. In the customizations.xml file, locate the Site Map node at ImportExportXml/Site Map/Site Map.
    6. Edit the Site Map node, remove the areas that you don't want.
    7. Create a new compressed .zip file, including the extracted solution files and the edited customizations.xml file.
    8. In Microsoft Dynamics CRM, click Settings, click Customizations, and then click Solutions.
    9. Click Import.
    10. Click Browse, locate the modified solutions .zip file, click Next, and then click Import.
    11. Publish customizations.

    Hope this helps.

    Daniel Cai | http://danielcai.blogspot.com
    Friday, July 29, 2011 3:32 PM
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    If you aren't familiar with the sitemap XML, you might want to consider using the following tool.  http://sitemapeditor.codeplex.com/

     

    Friday, July 29, 2011 7:31 PM
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    Hi Daniel/Purvin , my question my have got cofnused for you. I was asking how I can rename the areas globally on the Form. i am familiar with sitemap editing but to accomplish my scenario do I have to edit the sitemap. Is that what you both are trying to suggest.
    Thanks, Future MVP
    Monday, August 1, 2011 1:25 PM
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    Yes, you are right. You need to edit the sitemap. You will need to add Titles element first under Area element, and then Title element underneath. In the Title element, you need to specify LCID and Title attributes. Title attribute is what's going to be displayed in CRM interface. 

    As Purvin has suggested, the sitemap editor helps a lot which you should check out. 

    Hope this helps. 

    Daniel Cai | http://danielcai.blogspot.com
    • Marked as answer by Jim Glass Jr Monday, August 1, 2011 5:46 PM
    Monday, August 1, 2011 1:34 PM
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    This should work too.

     <Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description" Title ="YourNewTitle">

    Monday, August 1, 2011 6:01 PM
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    This should work too.

     <Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description" Title ="YourNewTitle">

    Yup, that will work too, but it's not recommended, it is considered deprecated in CRM 2011, per SDK document. 
    Daniel Cai | http://danielcai.blogspot.com
    Monday, August 1, 2011 11:23 PM
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    Everyone still dint understand how to edit the five ares Common, Sales, Service, Marketing, Process. In Site map its only the top level Navigation we can change. I am taking about Entity - Form Level navigation.

    Can you provide with some sample how you are able to work on Sitemap to get this.

     

    Thanks,

    Thanks, Future MVP
    Tuesday, August 2, 2011 1:35 PM
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    Unfortunately, there is no supported way to change these five groups' title. But it is possible to change the title through JS code. 

    Daniel Cai | http://danielcai.blogspot.com
    Tuesday, August 2, 2011 11:19 PM