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
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