Thursday, January 3, 2013

Adding a view to the sitemap in MS CRM 2011

Follow the below steps to Add a view to the sitemap.
  1. Open the sitemap editor.
  2. Load the Sitemap for your organization.
  3. Add a new Sub Area (under any group you want to add)
  4. Go to the property of the sub area (right pan).
  5. Enter the title, description and define other properties as needed.
  6. Enter the entity Name. It can be the entity you want to load the view or any other entity/custom entity. 
  7. Enter the URL to load the entity view.
  8. Save the Properties and  click on update sitemap.
  9. Refresh CRM to view the Account view added in sitemap.
Example : To load the account view named "Accounts: No Campaign Activities in Last 3 Months" in sitemap use the below URL.  /_root/homepage.aspx?etn=account&viewid={CFBCD7AF-AEE5-4E45-8ECC-C040D4020581}&viewtype=1039

Entity name as : account
Query the CRM database SavedQuery table to get the viewid of any entity. Also you can copy the Viewid from CRM by navigating to the corresponding view and then click on "Copy a link" of current View.
Viewid for the account view named "Accounts: No Campaign Activities in Last 3 Months" is {CFBCD7AF-AEE5-4E45-8ECC-C040D4020581}


Viewtype 1039 is the objecttypecode of the SavedQuery entity.



Note : If the entered viewid doesn't belongs to the corresponding entity, sitemap will load the default view for the entity. 

Reference take from : http://blogs.infinite-x.net/2011/04/18/crm-2011-adding-a-view-to-the-sitemap/

4 comments:

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Doug Allinger said...

Thank you, Chandan, for the very useful post on adding a view to sitemap. I appreciate the clear and practical example.

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