How to change the navigation in dynamics CRM

Question

I tried creating a solution and I clicked on "Add existing item" and selected the "Sitemap". But when I click on the sitemap to edit it nothing happens.

How can I customize the top level tile navigation in CRM ?

Answer 1

For easier editing of sitemap you will have to use some tool like XrmToolbox.

Answer 2

You can edit SiteMap in CRM either manually or using some tool.

On the url below microsoft has mentioned:

Using a sitemap editor can facilitate editing the sitemap. A popular one is included in the Toolbox for Dynamics CRM 2011/2013 released by Microsoft CRM MVP Tanguy Touzard.

https://msdn.microsoft.com/en-us/library/gg309424.aspx#BKMK_SiteMapEditors

I use SiteMap Editor for Microsoft Dynamics CRM 2011. It is super easy to use. http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html

Answer 3

In the XrmToolBox, open the SiteMap editor

Connect to an organisation if not already done:

In the dialogue, click on the New Connection

Provide credentials. After auth, provide it a name.

In the SiteMap editor, click Load SiteMap and update the nodes as needed

Click Update SiteMap