Tag Archives: navigation

CRM 2013+: Where did my Security menu option go?!

We’ve been working with our migration from CRM 2011 to 2015, and in the process we realized that we lost the Security option from the navigation. It was gone. Lost. Nowhere to be found. How are we going to edit security roles and related items? Hairs were pulled. Questions were asked. And finally, we found the reason why.

If you remember, the Security option is not part of the original CRM 2011 options, since user management was under the Administration area. That was the first clue.

In addition to that, we have been including the Site Map in our master solution since day one into all our environments. That meant that the Site Map is being overwritten with our old navigation! In the process, the Security option was cut out! To fix our new and shiny 2015 organization, we need to manually edit the Site Map. To do so, we need to do the following:

  1. Create a new solution.
  2. Add the Site Map to the solution.
  3. Export.
  4. Unzip the solution and open the customization.xml file.
  5. Include the missing option nodes in the appropriate area.
  6. Save the file.
  7. Zip the solution with the modified file.
  8. Import the solution with the modified customizations.xml file.

In our case, below is the XML line we needed to add (highlighted in white):

sitemap_line

This work was facilitated by the wonderful software known as Araxis Merge. Don’t have Araxis? Go get it now. It’s fantastic.

Maybe an easier way to deal with this is to compare your existing Site Map with the one from the newly-minted organization, and note the differences. If something is missing from the old one, include it. Another way to do it (and maybe the easiest one) would be to exclude the Site Map from your main solution.

Whatever approach you take, now you know why some menu options can disappear from your new organization installation.

Have fun!

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USD: How to use a toolbar for quick in-form navigation

One of the nice features in the UI for CRM 2011 is the left-hand side navigation. It allows you to move quickly through your form, based on the tabs you’ve defined. Unfortunately there is no such thing in CRM 2013. There are a few hacks out there that mess with the page CSS to get pseudo-toolbars working, all unsupported.

If you’re using the Unified Service Desk, there’s a solution for this by using the Toolbar controls.

The first step is to create an Action Call record for every tab you wish to navigate to. You configure the action call in the following manner:

action calls

  • Name – The name for this action call. It’s basically free-format, so try to write in something that’s easy to identify and makes sense.
  • Order – This is optional and can be left blank.
  • Hosted Control – The control that will hold the form we’re working with.
  • Action – This must be set to RunXrmCommand.
  • Data – Here you will write the Xrm code needed for navigating to the tab as follows:
Xrm.Page.ui.tabs.get("YOUR_TAB_NAME").setFocus();
Xrm.Page.ui.tabs.get("YOUR_TAB_NAME").setDisplayState("expanded");

The first line sets the focus onto the tab, and the second line makes sure it’s expanded in case you’ve set it to be collapsed by default.

Now that your action call is set up properly, let’s create the button for the toolbar. You don’t have a toolbar, you say? No problem. Here’s how you create one. Go to Toolbars in the Unified Service Desk settings and create a new one:
new toolbar

  • Name – This can be anything, so make it meaningful!
  • Title – Optional. If typed in, it will show a title for the toolbar on its left-hand side.

Save the record. Now we need to associate the toolbar with the hosted control it will reside in. To do so, click on the menu to the right of the toolbar name, and select Hosted Controls:

hostedcontrols

On the next screen, just add the appropriate hosted control to the sub-grid, and save.

attach_toolbar_to_control

Now we can add our action. Once saved, click on the plus sign above the sub-grid to add an existing record. Search for it, and add a new button record:

toolbar button

  • Name – The name for this button. It can be anything.
  • Image – If you have an image for the button, you put the web resource name here.
  • Button Text – This is the actual text shown on screen. Keep it brief.
  • Tooltip – Any additional description you want on hover, you can input here.
  • Order – The order in which the button will be displayed on the toolbar.
  • Show Tab – The hosted control that will be showing this toolbar.

Once you save the record, you can click the plus sign to either create a new action call, or add an existing action call. In our case, just add the action call we created above and save the toolbar. That’s all you need! Remember that if you’re using a configuration file, you need to add all these elements — the toolbar and the action call — to the configuration, otherwise it won’t run properly.

Hopefully this will make life way easier for your users and will allow them to quickly zero in on the information they need. Have fun!

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