Customize Sitemap using Sitemap designer in Dynamics 365(online) V9

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).

Or

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.

Sitemap Client Extensions

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.

Sitemap Designer

Make sure to Save and Publish the Sitemap for committing the changes made on it.

Note:

To customize the Sitemap, User should have the following security roles,

  1. Create, Read, and Write privileges on the App entity
  2. Create and Read privileges on the Customizations entity
  3. Read and Write privileges on the Solution entity

Start exploring this new feature and have fun.

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2 thoughts on “Customize Sitemap using Sitemap designer in Dynamics 365(online) V9

  1. I’m no longer positive where you are getting your information, however great topic. I needs to spend a while studying more or working out more. Thank you for wonderful info I used to be in search of this info for my mission.

    Like

  2. I do accept as true with all the concepts you’ve offered on your post. They’re really convincing and can definitely work. Still, the posts are very quick for beginners. May you please lengthen them a bit from next time? Thank you for the post.

    Like

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