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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE 2. Implementation Methodology FREE CHAPTER 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Changing navigation

Navigation in Dynamics 365 CE is controlled by sitemap, which is an XML file that defines different sections for navigation. We can understand sitemap with the help of the following screenshot:

Depending on the Dynamics 365 model-driven app we are using, certain areas will be visible to us. In the preceding screenshot, we are using the Sales app, so we are able to see a Sales area. This area contains multiple groups. These groups share Dynamics 365 CE entities. Under the groups, we have different sub-areas. These areas can represent different components, such as entities, views, and dashboards. Earlier, we used to have a single sitemap, but in Dynamics 365 CE, we have a sitemap for every app. We can open the Default Solution and can see all the sitemaps under Client Extensions. To customize sitemap, we can double-click on any app's sitemap, and it will...

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