While we’ve already discussed using the Quick View Menu to help with Dynamics CRM 2013 navigation, I thought I’d take the opportunity to show a technique to assist Dynamics CRM System Administrators.
First of all, I would like you to download the CRM SiteMap Editor from Simpler Software:
It’s free and is very helpful in editing your SiteMap.
Note: This is a Windows-based application that you install on your workstation.
When you launch the SiteMap Editor, it will ask you to connect to Dynamics CRM by entering in the URL and login credentials, after which it will display the SiteMap for the selected organization.
After it has successfully connected to Dynamics CRM and downloaded the SiteMap, you should see something like this:
You can navigate around the SiteMap much as you would inside of Dynamics CRM itself. The pane on the right will change to reflect the type of item selected within the SiteMap itself.
Click on the Settings area, which will display something like this:
So what we will be doing is moving the most important Sub-Areas to the top of the list, which happens to be the Business Group.
This is accomplished with a simple drag-and-drop operation and this is the result:
In my mind, these are the most important things for me to see when I click on the Settings Area. Your system will probably be different so rearrange things so that they make sense for you.
When you are finished with your modifications, press the Publish button on the toolbar:
This will push your changes back to Dynamics CRM.
Open a new web browser session to your Dynamics CRM instance and you can see the results.
Here is how the Quick View Menu looks:
And here is the normal Dynamics CRM navigation:
And that is it. More goodness from the Simpler Software SiteMap Editor in the future.