In Dynamics 365 Online version v9 update, Microsoft has provided Sitemap designer OOB feature to customize Sitemap.
Please follow the below steps to customize sitemap,
Step 1: Open Dynamics 365 Online version (which has v9 version update).
Click here and create CRM 30 days trial version.
Step 2: Goto Settings -> Customizations -> Customize the System.
Step 3: Click on Client Extensions. We can see Site Map Client Extensions record. Click on it to open Sitemap Designer.
Step 4: We can customize the Sitemap as you like using the options provided by the designer.
Drag and Drop feature also available to Add Area or Group or Subarea and can also Reorganize their positions.
You can Add, Cut, Copy, Paste, Clone or Delete the items in Sitemap.
Make sure to Save and Publish the Sitemap for committing the changes made on it.
To customize the Sitemap, User should have the following security roles,
- Create, Read, and Write privileges on the App entity
- Create and Read privileges on the Customizations entity
- Read and Write privileges on the Solution entity
Start exploring this new feature and have fun.
2 thoughts on “Customize Sitemap using Sitemap designer in Dynamics 365(online) V9”
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