CRM Watcher

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Saturday, December 16, 2006

Modifying the Areas in the Navigation Pane

The sitemap [system] entity makes is possible to customize the navigation pane.

You can rename the items in the navigation pane:

- Settings
- Customizations
- Export Customizations
- Export the sitemap
- Open the XML file with you XML editor
- Search for the area that you want to change
(in this example: area id="SFA" shape="RECT" coords="0,0,0,0" resourceid="Area_Sales"

- Change it to: area id="SFA" title="”type" shape="RECT" coords="0,0,0,0" resourceid="Area_Sales" Title=”the label you want”

- Save the XML file
- Import the XML file
- Publish

More detailed info
here

By modifying the sitemap it's also possible to display a custom webpage / dashboard (sharepoint) instead of the current Home Page:


subarea id="nav_home" resourceid="Homepage_Home" icon="/_imgs/area/18_home.gif" url="url to custom webpage / dashboard" client="Web"

It is even possible to add Custom Entities and place them in the navigation where you want them or remove an unused top level Area just by deleting them in the sitemap.

More info
here