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CRM 2011, customizations: Area that display this entity is greyed out RRS feed

  • Question

  • Hi Forum

    I'm using CRM 2011 Online and like to display some other entities also in antother module - eg. activities not only in workplace, but sales or marketing. Unfortuantely the area that display this entity checkbox is greyed out. I'm using the standard solution...

    Any idea?

    Thanks.

    Tuesday, February 28, 2012 2:12 PM

Answers

  • Hi,

    Custom entities can be controlled when deciding which area
    or areas within the sitemap they appear simply by opening the default solution
    and setting the check boxes within ‘Areas that Display this entity’.

    System entities however (such as ‘Activities’ as you are
    trying to manipulate) cannot be controlled via the user interface in this way.
    To do this you must edit the sitemap by creating an unmanaged solution, adding
    the sitemap (add the sitemap within ‘client extensions’ in your solution) then
    export the solution. At this point, keep a copy of this file somewhere safe in
    case you mess up the following steps and need to recover.

    Extract the resulting zip file and edit the ‘customizations.xml’ file in either notepad or an editor
    of your choice (personally I prefer visual studio).

    As an example, to take ‘Activities’ and add it to the ‘Sales’
    area, copy the following element from the ‘Area Id=”Workplace” element:

    <SubArea Id="nav_activities"
    Entity="activitypointer"
    DescriptionResourceId="Activities_SubArea_Description"
    Url="/_root/homepage.aspx?etc=4200"
    GetStartedPanePath="Activities_Web_User_Visor.html"
    GetStartedPanePathAdmin="Activities_Web_Admin_Visor.html"
    GetStartedPanePathOutlook="Activities_Outlook_User_Visor.html"
    GetStartedPanePathAdminOutlook="Activities_Outlook_Admin_Visor.html"
    />

    And paste within the <Area Id=”SFA” element;

    Save your amended customizations.xml and zip it back up
    along with the other 2 files that were extracted originally.

    Import your zip file via ‘import solution’ and publish all

    There you go, activities in the sales area!

    I hope that helps,
    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by CRMBE Wednesday, February 29, 2012 7:04 AM
    Tuesday, February 28, 2012 9:05 PM
    Answerer
  • To add to Rob's excellent reply, note that when you create a custom entity as an activity you can choose to display it in other areas, but only one time when you create it, after that it is not available to change through the GUI.

    Editing the sitemap gets round this, but hand-hacking the xml and re-importing is more painful than it needs to be.

    Instead, use the excellent free SiteMap editor written by Tanguyand available to download from:

    http://sitemapeditor.codeplex.com/

    copy, paste, move items up and down, change titles (labels) and then re-upload and publish.

    Way faster and more reliable than using notepad!


    Hope this helps. Adam Vero, MCT

    • Marked as answer by CRMBE Wednesday, February 29, 2012 7:04 AM
    Tuesday, February 28, 2012 11:35 PM

All replies

  • Hi,

    Custom entities can be controlled when deciding which area
    or areas within the sitemap they appear simply by opening the default solution
    and setting the check boxes within ‘Areas that Display this entity’.

    System entities however (such as ‘Activities’ as you are
    trying to manipulate) cannot be controlled via the user interface in this way.
    To do this you must edit the sitemap by creating an unmanaged solution, adding
    the sitemap (add the sitemap within ‘client extensions’ in your solution) then
    export the solution. At this point, keep a copy of this file somewhere safe in
    case you mess up the following steps and need to recover.

    Extract the resulting zip file and edit the ‘customizations.xml’ file in either notepad or an editor
    of your choice (personally I prefer visual studio).

    As an example, to take ‘Activities’ and add it to the ‘Sales’
    area, copy the following element from the ‘Area Id=”Workplace” element:

    <SubArea Id="nav_activities"
    Entity="activitypointer"
    DescriptionResourceId="Activities_SubArea_Description"
    Url="/_root/homepage.aspx?etc=4200"
    GetStartedPanePath="Activities_Web_User_Visor.html"
    GetStartedPanePathAdmin="Activities_Web_Admin_Visor.html"
    GetStartedPanePathOutlook="Activities_Outlook_User_Visor.html"
    GetStartedPanePathAdminOutlook="Activities_Outlook_Admin_Visor.html"
    />

    And paste within the <Area Id=”SFA” element;

    Save your amended customizations.xml and zip it back up
    along with the other 2 files that were extracted originally.

    Import your zip file via ‘import solution’ and publish all

    There you go, activities in the sales area!

    I hope that helps,
    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    • Marked as answer by CRMBE Wednesday, February 29, 2012 7:04 AM
    Tuesday, February 28, 2012 9:05 PM
    Answerer
  • To add to Rob's excellent reply, note that when you create a custom entity as an activity you can choose to display it in other areas, but only one time when you create it, after that it is not available to change through the GUI.

    Editing the sitemap gets round this, but hand-hacking the xml and re-importing is more painful than it needs to be.

    Instead, use the excellent free SiteMap editor written by Tanguyand available to download from:

    http://sitemapeditor.codeplex.com/

    copy, paste, move items up and down, change titles (labels) and then re-upload and publish.

    Way faster and more reliable than using notepad!


    Hope this helps. Adam Vero, MCT

    • Marked as answer by CRMBE Wednesday, February 29, 2012 7:04 AM
    Tuesday, February 28, 2012 11:35 PM
  • Perfect, thanks guys!!! ;-)
    Wednesday, February 29, 2012 7:04 AM