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
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Select the new solution by name SiteMap and click on the ‘Client Extensions’ on left nav and follow the step show below..
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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.
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Then save the solution on any location in the system. But remember do not change the file name while saving the solution.
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After saving close the Window.
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Then Extract Solution
Extract to the zipped file that I have saved earlier on system ‘SiteMap_1_0_0_0 ‘
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After extract right click on the ‘customization’ file and select ‘Edit with Notepad++ or Notepad’.
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Below is the XML file which i edited
And this is the XML file after edit.
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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.
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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.
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Then “Publish All Customizations” and close window.
Here you can see that the ‘Sale’ section is placed before the ‘Customers’ section.
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