I won't go into a lot of detail about all the different options. (3) Open the customizations.xml file (use XML Notepad 2007 or the editor of your choice). If you make a mistake, you'll want to be able to restore our Site Map again! REMEMBER to MAKE A COPY (BACKUP) OF THE FILE before saving it. (2) Save it to a convenient place on your hard drive. In the web version of CRM, go to Settings, Customization, Export Customizations, select Site Map and then click the Export Selected Customizations option.
#MICROSOFT XML NOTEPAD 2007 FREE DOWNLOAD DOWNLOAD#
If not, then I recommend the free XML Notepad 2007 tool from Microsoft - click here to download it. If you've done a lot of XML editing, then you're probably fine. But did you know how easy it is to create additional areas for that menu that users can choose from?īefore trying to follow the instructions below, you should make sure you have a tool that you're comfortable using to edit an XML file.
link at the bottom Workplace on the CRM navigation menu. You already know that users can have a small amount of control over their menu by clicking the Personalize Workplace. This tool has some limitations - but if editing XML gives you an upset stomach, you may want to download and experiment with this tool. NOTE: There is a tool freely available from Microsoft called "Demo Tools for the CRM 4.0 Demo VPC" that gives you an interface that is a bit friendlier.
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