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Verify new areas are available in the navigation bar

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Applies To: Dynamics CRM 2013

During your upgrade to Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online we try to preserve the navigation options for your organization. Because we are very careful to not overwrite anything there are some new options that may not be available to you after you upgrade. This topic will tell you what these options are, how you can verify whether they’re available in your upgraded organization, and how you can add them in case they’re not present.

In This Topic

Verify whether new areas are available in your upgraded organization

Add new areas to the navigation in your upgraded organization

Verify whether new areas are available in your upgraded organization

After you upgrade to Microsoft Dynamics CRM 2013, if you have the System Administrator Role you should be able to use the navigation bar to go to the following areas listed in the following table.

Area

Group

SubArea

Sales

My Work

What’s New

Tools

Alerts

Service

My Work

What’s New

Tools

Alerts

Marketing

My Work

What’s New

Tools

Alerts

Settings

System

Email Configuration

Post Configuration

Post Rule Configuration

Help

Help

Customer Center

If you don’t see these areas, and you want to use them, you should edit your site map and make them available.

Add new areas to the navigation in your upgraded organization

There are three ways you can add these new areas to the navigation bar. The following sections will describe these options.

  • Import the Add Email and Post Configuration to the SiteMap managed solution

  • Edit your site map with an editor

  • Edit your site map manually

Import the Add Email and Post Configuration to the SiteMap managed solution

We have prepared a managed solution named Add Email and Post Configuration to SiteMap that you can import to restore these options. It might work for you and it is the easiest option. This should work as long as you don’t have any other existing unmanaged customizations of your site map. If you aren’t sure, you can go ahead and install (import) this managed solution. If you don’t see the changes, you know that you have some unmanaged site map customization that is blocking it from being shown. If it doesn’t work, you can uninstall (delete) the managed solution and try editing your site map another way.

Install the managed solution

  1. Download the AddEmailandPostConfigurationtoSiteMap_1_0_managed.zip file and save it.

  2. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

  3. Click or tap Settings > Solutions.

  4. In the solutions list menu choose Import.

  5. In the Import Solution dialog, Select Solution Package step, browse to the AddEmailandPostConfigurationtoSiteMap_1_0_managed.zip file you saved in the first step.

  6. Click Next and then Import.

  7. Click Publish Customizations and close the dialog when the installation is complete.

You should open and close your browser to make sure any changes are applied and then try to verify whether the changes in the navigation are visible. If they aren’t, delete the Add Email and Post Configuration to SiteMap solution and try editing the site map manually.

Edit your site map with an editor

You can edit your site map manually if you’re comfortable editing XML files. But most people use a site map editor. A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft Dynamics CRM MVP Tanguy Touzard. While this application streamlines the process to edit the site map, it still requires that you have some understanding of the site map XML schema. More information: SiteMap XML reference

Note

Microsoft Dynamics CRM technical support doesn’t provide support for this application. If you have questions about this application, contact the application publisher.

After you download and install the toolbox and open the site map editor, you’ll probably need to add appropriate Group, SubArea, and Privilege elements to existing Area elements or create or edit existing elements to provide a way for people to access the SubArea element that will provide access to the missing functionality. The following table shows the expected configuration for these elements.

Areas

Except for the HLP area, you probably already have the areas in the following table. Add the HLP area to provide access to the new Customer Center. Or you may just edit the existing ResourceCenter area so that it points to the content relevant for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.

Id

Icon

Show groups

Resource Id

Description resource Id

SFA

/_imgs/sales_24x24.gif

true

Area_Sales

Sales_Description

CS

/_imgs/services_24x24.gif

true

Area_Service

Customer_Service_Description

MA

/_imgs/marketing_24x24.gif

true

Area_Marketing

Marketing_Description

Settings

/_imgs/settings_24x24.gif

true

Area_Settings

Settings_Area_Description

HLP

/_imgs/settings_24x24.gif

true

Area_Help

Help_Area_Description

Groups

Except for the System_Setting group, you’ll probably need to add the following groups. The definition of the MyWork and Tools groups for the SFA, CS, and MA areas are identical.

Area Id

Id

Is Profile

Resource Id

Description Resource Id

SFA

MyWork

Group_MyWork

My_Work_Description

Tools

true

Area_Tools

Area_Tools_Description

CS

MyWork

Group_MyWork

My_Work_Description

Tools

true

Area_Tools

Area_Tools_Description

MA

MyWork

Group_MyWork

My_Work_Description

Tools

true

Area_Tools

Area_Tools_Description

Settings

System_Setting

Menu_Label_System

Menu_Label_System

HLP

HLP_GRP

Group_Help

Group_Help

SubAreas

SubArea elements provide the item people tap or click to access the functionality provided. Add new SubArea elements with the properties in the following table. Because there are three MyWork and Tools groups, add new SubArea elements for each one.

Note

This is a wide table. Depending on your screen resolution, you may have difficulty viewing this online on Microsoft TechNet. You may have to zoom out to see the contents of the entire table.

Group Id

Id

Icon

Outlook Shortcut Icon

Entity

Url

Resource Id

Description Resource Id

MyWork

nav_personalwall

$webresource:msdyn_/Images/Wall_16.png

$webresource:msdyn_/Images/Wall_16.png

$webresource:msdyn_/PersonalWall.htm?data=HideUserProfile%3D0

Whats_New_Label

Whats_New_Description

Tools

nav_traces

/_imgs/area/18_alerts.png

/_root/tracewall.aspx

Homepage_Alerts

Alerts_SubArea_Description

System_Setting

nav_social

/_imgs/area/16_social.png

/tools/social/social_area.aspx

Social_SubArea_Title

Social_SubArea_Description

System_Setting

msdyn_postconfig

msdyn_postconfig

Activity_Feed_Configuration

System_Setting

msdyn_postruleconfig

msdyn_postconfig

Activity_Feed_Rules_Configuration

HLP_GRP

Help_Resource_Center

https://go.microsoft.com/fwlink/?LinkId=296269

Area_CustomerCenter

ResourceCenter_Area_Description

Privileges

Some SubAreas should only be displayed if the person’s security roles give them specific privileges. The Privilege element specifies what privileges are required. The following table shows the privileges that need to be added.

SubArea Id

Entity

Privileges

nav_personalwall

post

Read

nav_traces

tracelog

Read

Edit your site map manually

If you’re comfortable editing your site map manually, the SDK includes information about accessing, editing, and applying change to this XML document. See the SDK topic Edit the site map for details on this process. The following XML snippets show the changes you need to make.

  1. Locate the three Area elements with the Id values ” SFA”, “CS”, and “MA”. Add the following Group element to each.

    <Group Id="MyWork"
       ResourceId="Group_MyWork"
       DescriptionResourceId="My_Work_Description">
 <SubArea Id="nav_personalwall"
          ResourceId="Whats_New_Label"
          DescriptionResourceId="Whats_New_Description"
          Icon="$webresource:msdyn_/Images/Wall_16.png"
          OutlookShortcutIcon="$webresource:msdyn_/Images/Wall_16.png"
          AvailableOffline="false"
          Url="$webresource:msdyn_/PersonalWall.htm?data=HideUserProfile%3D0">
  <Privilege Entity="post"
             Privilege="Read" />
 </SubArea>
</Group>
<Group Id="Tools"
       ResourceId="Area_Tools"
       IsProfile="true"
       DescriptionResourceId="Area_Tools_Description">
 <SubArea Id="nav_traces"
          Icon="/_imgs/area/18_alerts.png"
          Url="/_root/tracewall.aspx"
          ResourceId="Homepage_Alerts"
          AvailableOffline="false"
          DescriptionResourceId="Alerts_SubArea_Description">
  <Privilege Entity="tracelog"
             Privilege="Read"/>
 </SubArea>
</Group>

  2. Locate the Area element with the Id=”Settings” and add the following Group:

    <Group Id="System_Setting"
         ResourceId="Menu_Label_System"
         DescriptionResourceId="Menu_Label_System" >
   <SubArea Id="nav_social"
            ResourceId="Social_SubArea_Title"
            DescriptionResourceId="Social_SubArea_Description"
            Icon="/_imgs/area/16_social.png"
            Url="/tools/social/social_area.aspx"
            AvailableOffline="false" />
   <SubArea Id="msdyn_postconfig"
            ResourceId="Activity_Feed_Configuration"
            Entity="msdyn_postconfig" />
   <SubArea Id="msdyn_postruleconfig"
            ResourceId="Activity_Feed_Rules_Configuration"
            Entity="msdyn_postruleconfig" />
  </Group>

  3. Finally, you can add a link to the new Customer Center by adding the following Area.

    <Area Id="HLP"
       ResourceId="Area_Help"
       ShowGroups="true"
       Icon="/_imgs/settings_24x24.gif"
       DescriptionResourceId="Help_Area_Description" >
  <Group Id="HLP_GRP"
         ResourceId="Group_Help"
         DescriptionResourceId="Help_Description" >
   <SubArea Id="Help_Resource_Center"
            Url="https://go.microsoft.com/fwlink/?LinkId=296269"
            ResourceId="Area_CustomerCenter"
            DescriptionResourceId="ResourceCenter_Area_Description"
            AvailableOffline="false" />
  </Group>
 </Area>

    In addition, if you still have the Area with Id = “ResourceCenter”, you may want to remove it.

See Also

Edit the site map
SiteMap XML reference
Toolbox for Dynamics CRM 2011
After the upgrade
Manage Microsoft Dynamics CRM Online updates