Intro to Editing the Site Map in CRM 2011

Here’s a quick run through on editing the Site Map in 2011 to get you started on the new process…

Step 1 – Create a new Solution called SiteMap

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Step 2 – Click Add Existing and select the Site Map component

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Step 3 – Click Export Solution and save the ZIP file to your desktop

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Step 4 – Navigate to the exported Solution file, unzip it into a folder of the same name, and then navigate to the unzipped files

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Step 5 – Open the customisation.xml file in an xml editor (ideally Visual Studio, but Notepad will suffice)

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Step 6 – Paste the following new Area definition above the Workplace Area and then Save your changes

 

XML to copy:

<Area Id="GarethsMenu" ShowGroups="true" Icon="/_imgs/workplace_24x24.gif" Title ="Gareth's Menu">

  <Group Id="MyWorkGT" Title ="End User">

    <SubArea Id="nav_dashboardsGT" ResourceId="Homepage_Dashboards" Icon="/_imgs/area/18_home.gif" DescriptionResourceId="Dashboards_Description" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" />

    <SubArea Id="nav_activitiesGT" 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" />

    <SubArea Id="nav_acctsGT" Entity="account" DescriptionResourceId="Account_SubArea_Description" GetStartedPanePath="Accounts_Web_User_Visor.html" GetStartedPanePathAdmin="Accounts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Accounts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Accounts_Outlook_Admin_Visor.html" />

    <SubArea Id="nav_contsGT" Entity="contact" DescriptionResourceId="Contact_SubArea_Description" GetStartedPanePath="Contacts_Web_User_Visor.html" GetStartedPanePathAdmin="Contacts_Web_Admin_Visor.html" GetStartedPanePathOutlook="Contacts_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Contacts_Outlook_Admin_Visor.html" />

  </Group>

  <Group Id="CustomizationsGT" ResourceId="Homepage_SystemCustomization" DescriptionResourceId="Homepage_SystemCustomization" Title ="System Config">

    <SubArea Id="nav_syscustGT" ResourceId="Menu_Label_Customizations" DescriptionResourceId="Customization_SubArea_Description" Icon="/_imgs/area/18_syscust.gif" Url="/tools/systemcustomization/systemcustomization.aspx" AvailableOffline="false" />

    <SubArea Id="nav_solutionGT" Entity="solution" ResourceId="Web.Tools.Solution.map_xml.aspx_1" AvailableOffline="false" GetStartedPanePath="Solutions_Web_Admin_Visor.html" GetStartedPanePathAdmin="Solutions_Web_Admin_Visor.html" GetStartedPanePathOutlook="Solutions_Outlook_Admin_Visor.html" GetStartedPanePathAdminOutlook="Solutions_Outlook_Admin_Visor" DescriptionResourceId="Web.Tools.Solution.map_xml.aspx_2" Url="/tools/Solution/home_solution.aspx?etc=7100">

      <Privilege Entity="solution" Privilege="Read" />

    </SubArea>

    <SubArea Id="nav_workflow" Entity="workflow" DescriptionResourceId="Workflow_SubArea_Description" AvailableOffline="false" GetStartedPanePath="Workflows_Web_User_Visor.html" GetStartedPanePathAdmin="Workflows_Web_Admin_Visor.html" GetStartedPanePathOutlook="Workflows_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Workflows_Outlook_Admin_Visor.html" />

  </Group>

</Area>

 

Location:

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Desired end result:

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Step 7 – Select the 3 unzipped solution files and zip them up.  I like to follow the naming convention and version numbering that CRM used at export.  Here’s an easy way to do this:

  • Select the 3 files
  • Right-click
  • From the WinZip menu select:  “Add to SiteMap_1_0_0_0.zip”

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  • Rename the zip file created to the next version number:

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WARNING: Make sure the structure of your zip file matches the format CRM exports solutions in – i.e. no additional folder layers

 

Step 8 – Import the Solution, Publish, refresh your browser

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Done!.  You should now have a new Menu area labelled “Gareth’s Menu”

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