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 :


Unknown said...

Keep up the fantastic piece of work, I read few blog posts on this web site and I believe that your site is real interesting and has lots of great information. ERP Software in Mumbai || System Software || CRM Software in Mumbai || MLM Software

Unknown said...

I really appreciate spending some time to talk about that, I believe firmly regarding this and so really enjoy understanding more about this kind of subject.This is also a very good post which I really enjoyed reading. It is not everyday that I have the possibility to see something like this. CRM Software || MLM Software in Mumbai || ERP Software || System Software in Mumbai

Unknown said...

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