Customizing Main Navigation of CRM 4.0 - Part2

Published 12 August 08 05:05 PM | girishr 

If you have tried editing CRM Navigation as described in part1, you'll be more than relieved to know that there is a tool that'll act as a GUI editor for the navigation.

It is called Demo Tools and it is available for download here:

Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0)

As the name states, it is a great set of tools for CRM mainly targeted for delivering a demo. But hey, nothing stops us from using it is for development! I'll have to plug-in the standard disclaimer that it is not supported through Microsoft Technical Support.

The tool has a bunch of features besides Sitemap editing like string replacement, dependant picklists, etc.

 image

The major takeaway here is that it makes editing Sitemap a breeze. You can open existing Sitemap XML files and visually edit them. Once you've made the changes, you can save it back to the XML file.

The tool also takes it one step further so that you can directly open the Sitemap from CRM, make all your changes and publish back to CRM without downloading any intermediate (.xml,...) files. See those buttons "Open from CRM" and "Publish to CRM" in the above screenshot, that's what they do.

Filed under: , ,

Comment Notification

If you would like to receive an email when updates are made to this post, please register here

Subscribe to this post's comments using RSS

Comments

# Girish Raja's Dynamic(s) Thoughts said on August 17, 2008 8:02 PM:

In part 1 and part 2 of the navigation series, we saw how to customize CRM's navigation. Custom navigation

# Girish Raja's Dynamic(s) Thoughts said on October 28, 2008 1:10 PM:

In part 1 and part 2 of the navigation series, we saw how to customize CRM's navigation. Custom navigation

# Shan McArthur said on January 21, 2009 7:43 PM:

great tool - but it only supports on-prem deployments.  Any chance of this improving?

# Saravanan said on June 16, 2009 4:27 AM:

I created 2 links under sales tab.Both links are pointing to same entity lead.I want to show different views for these links how can i do it

email:saravanan.nallamuthu@sryas.com

Leave a Comment

(required) 
(optional)
(required) 

  
Enter Code Here: Required

Search

This Blog

Syndication

Page view tracker