Today I will discuss how we can edit the sitemap in CRM 2015 you can also edit the Sitemap in CRM 2011 and 2013 by following same steps. Here I am having this Sitemap which I need to edit, means i want ‘Sales’ section before the ‘Customers’ section.
For editing the Sitemap you need to create a new solution OR you can use default solution. First go to the Settings and follow the steps shown below and create a new solution by name ‘SiteMap’.
Microsoft Dynamics CRM>>Settings>>Solutions>>Create New Solution
Select the new solution by name SiteMap and click on the ‘Client Extensions’ on left nav and follow the step show below..
Step 1: Client Extensions
Step 2: Add Existing
Step 3: Select the Site Map
Step 4: Export Solution
Step 5: Publish All Customization
Step 6: Then Click Next Button
Please see the screen shot and follow the steps as given in the image.
Then save the solution on any location in the system. But remember do not change the file name while saving the solution.
After saving close the Window.
Then Extract Solution
Extract to the zipped file that I have saved earlier on system ‘SiteMap_1_0_0_0 ‘
After extract right click on the ‘customization’ file and select ‘Edit with Notepad++ or Notepad’.
Below is the XML file which i edited
And this is the XML file after edit.
Edit the site map as per your requirement. Further details can be found on (http://msdn.microsoft.com/en-us/library/gg334430.aspx)
After editing ‘save’ change to the extracted/unzipped customization XML Document opened in Notepad++.
Select the all files in the extracted/unzipped folder “SiteMap_1_0_0_0” then Right Click select ‘Send to’ and select Compressed (zipped) folder.
After the file is compressed then Import this solution to the CRM system by following these steps shown below.
Microsoft Dynamics CRM>>Settings>>Solutions>>Select SiteMap Solutions>>Import>>Browse>>
customizations.zip>>Next>>Import
Close Window when import complete see the screen shot, below.
Then “Publish All Customizations” and close window.
Here you can see that the ‘Sale’ section is placed before the ‘Customers’ section.
