Sitemap Designer – D365

We have divided the sitemap customization into 2 parts, Beginner level, and Expert level. Folks who already have a working experience in CRM and skip the beginner’s level and switch to expert level.

For freshman’s (Beginner Level)

What are Site Map and its relevance in Dynamics CRM?

Site Map meaning and importance in customer-facing websites

  • A sitemap is a model of a website’s content designed to help both users and search engines navigate the site.
  • A sitemap can be a hierarchical list of pages (with links) organized by topic, an organization chart, or an XML document that provides instructions to search engine crawl bots.
  • When the sitemap is for users, it’s just a plain HTML file with a listing of all the major pages on a site.
  • In the context of search engines, the sitemap, also known as a sitemap.xml file, helps search engine crawler’s index all pages on the site. While a sitemap does not guarantee that every page of a site will be crawled, major search engines recommend them.

Site Map relevance in Dynamics CRM

  • Sitemaps define the navigation for your CRM app.
  • D365 CE provides a sitemap designer where you can
    • Create a sitemap component for your app with ease by using the tile-based sitemap designer.
    • Use the designer to drag components onto the design canvas, preview your work, and instantly publish the sitemap.
    • Administrators and any user with the required privileges can quickly create sitemaps for apps.

More about SITE MAP designer

The sitemap designer lets you define the area, subarea, or group titles in the languages supported by the environment.

Component details as below:

  1. Area (The main heading)

Refer to the screenshot below; Area is the highest grouping of CRM key components as highlighted below.

  1. Group

It’s the second level of grouping available for clubbing the related components

 

  1. Sub Area

Lowest yet the main level of the hierarchy, Sub-Area is a place for actual action where you can configure quick links for your favorite dashboards, Entities, External URLs, Web resources in CRM.

 Prerequisites

Verify the following prerequisites before you start creating the sitemap:

  • Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
  • Specifically, any user with the following privileges can also create apps:
    • Create, Read, and Write privileges for the App entity
    • Read and Write privileges for the Customizations entity
    • Read privileges for the Solution entity

Expert level

Working with Dynamics CRM Site Map

Different ways of accessing the sitemap designer

  • Using default solution
    • In the Dynamics 365 – custom app, go to Settings > Customizations.
    • Select Customize the System.
    • In the solution window, under Components, select Client Extensions.
    • Double-click to select the sitemap that has the display name Site Map and is in a Managed state. You can also select the sitemap, and then on the toolbar, select Edit.
    • The sitemap opens in the sitemap designer.

Refer for more details below:

  • Using my apps solution

 

Note:-Selecting Open Site Map Designer button from the app designer canvas automatically creates a new sitemap (if there’s no existing sitemap), and gives the new sitemap the same name as the app name and the same unique name as the app unique name.

Edit the default sitemap

  • Add an area to the sitemap

Select Add Button on the designer on the sitemap designer canvas, and then select Area, or from the Components tab, drag the Area tile to the empty box on the canvas. You’ll see the empty box when you move the tile to the correct place on the canvas.
Select the area you just added. You’ll see the Properties tab highlighted in the pane to the right of the canvas.

Add or edit the area properties.

General settings:

Title: Enter the title for the area in the base language of the organization.
Icon: A default application icon is selected. Select a different icon for the area from the list of web resources available in the solution.
ID: A unique ID is automatically generated, but you can enter a different one if you want. We recommend using the CRM provided ID
Show Groups: Select this check box to show groups of subareas in the navigation pane.

Advanced settings:

More Titles: If your organization uses multiple languages, select a language (Locale) for the title, enter the title, and then select Add button in the sitemap designer. You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.
More Description: If your organization uses multiple languages, select a language for the description, enter the description, and then select Add button in the sitemap designer. You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.
URL: Enter the URL to render for the Dynamics 365 for Outlook folder that represents the area.

 Add a group to the sitemap

 

Similarly like area, you can drag and drop Groups on the Sitemap.

On the Properties tab, add or edit the group properties as below.

General settings:

Title: Enter the title for the group in the base language of the organization.
ID: A unique ID is automatically generated. Enter a different one if required. We recommend using the automatic ID because if the ID you enter is not unique, you might get an error when you import a solution containing this sitemap.

Advanced settings:

More Titles: If your organization uses multiple languages, select a language (Locale) for the title, enter the title for the group, and then select Add button in the sitemap designer. You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.
More Descriptions: If your organization uses multiple languages, select a language for the description, enter the description for the group, and then select Add button in the sitemap designer. You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.
URL: Enter the URL to render for the Dynamics 365 for Outlook folder that represents the group.
Set as Profile: Select this check box to indicate whether this group represents a user-selectable profile for the workplace. The group set as a user-selectable profile is made available as options in your personal options. This only applies to groups within the Workplace area.

Add a subarea to a group in the sitemap

On the Properties tab, add or edit the subarea properties:

General settings:

Type: Select whether the subarea you are adding is a dashboard, entity, web resource, or URL.

  • Entity: Select the entity that the subarea is for. This field is disabled if the subarea type is other than Entity in the Type drop-down list.
  • URL: Specify a URL for the main page of the application to show when this subarea is selected. This field is disabled if you’ve selected Entity in the Type drop-down list.
  • Default Dashboard: Select the default dashboard to be displayed for this subarea. This field is disabled if you haven’t selected Dashboard in the Type drop-down list.

Title: Enter the title for the subarea in the base language of the organization.
Icon: A default application icon is selected. Select a different icon for the subarea from the list of web resources available in the solution.

  • ID. A unique ID is automatically generated. Enter a different unique ID is required.

Parameter passing. Select this check box to pass information about the organization and language context to the URL. This checkbox is checked only when the subarea type is a web resource or a URL-based subarea.

Advanced settings

Privileges: This defines whether a subarea is displayed based on privileges available in any security roles that are assigned to the user. Select the name of the entity to check privileges for, and then select the check boxes to assign privileges.
More Titles: If your organization uses multiple languages, select a language for the title, enter the title for the subarea, and then select Add. You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.
More Descriptions: If your organization uses multiple languages, select a language for the description, enter the description for the subarea, and then select Add. You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.
SKUs: Select the versions of Dynamics 365 that display this subarea.
Client: Select the type of client that displays this subarea.
Outlook Shortcut: Select the icon to display in Dynamics 365 for Outlook.
Offline Availability: Select this check box to make this subarea available to users when they are offline in Dynamics 365 for Outlook.

Organize areas, groups, and subareas

You can organize your areas, groups, and subareas by dragging them to new positions. A container box appears where you can drop the tiles. Here are some things you can do:

  • Move a subarea to a new position within the same group or a different group under the same area
  • Move a subarea to a new position within a group under a different area
  • Move a group to a new position within the same area
  • Move a group to a new position in a different area
  • Move an area to a new position

Clone a component in a sitemap

To make a copy of an existing component, select the component, and then on the toolbar, select Clone. All details of the cloned component are same as the base component except the ID and title. The ID is generated randomly.

When you clone an area, the cloned area is added to the right of the currently selected area. When you clone a group, the cloned group is added to the right of the currently selected group. When you clone a subarea, the cloned subarea is added below the currently selected subarea.

Delete an area, group, or subarea from a sitemap

To delete a sitemap component, select the component tile, and then on the toolbar, select Delete. When you delete an area, all groups and subareas in the area are also deleted. Similarly, when you delete a group, the group and subareas in it are deleted.

Resources: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-site-map-app

Free Quote