Wednesday 9 January 2013

How to add a new SubArea to the Sitemap of CRM that links directly to an Activity, i.e (Task, Phone Calls, Appointments etc.)


How to add a new SubArea to the Sitemap of CRM that links directly to an Activity, i.e (Task, Phone Calls, Appointments etc.) 

I find the easiest way to edit a sitemap is to use this editor - http://sitemapeditor.codeplex.com/

It will allow you to connect your CRM, backup the sitemap first and then change/test it.
  • To add Tasks to the Navigation area of CRM
  • Expand Area (Workplace)
  • Expand Group (My Work)
  • Add a new SubArea and give it a Title and Description of Task
  • Get the GUID of the Task view
  • Add a URL of - /_root/homepage.aspx?etn=task&type=task&viewid=%7b2B5F5A5D-2D23-4FE7-AA58-E77995368AE7%7d&viewtype=1039
  • Save and Update the Sitemap and test
If you don’t have the Type=Task added then it will default to the main activities window

 
 

ADFS Timeout on Server 2012 for CRM 2011

This follows on from this Microsoft Guide http://social.technet.microsoft.com/wiki/contents/articles/7681.setting-the-adfs-timeout-for-crm...