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home/Knowledge Base/Template Designer(DCP)

Add Config SiteMap entries manually

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Written by Administrator
June 28, 2018

This blog article outlines how to manually add SiteMap entries linking to our product config pages. 

After installing our products you normally get an entry for our product entity “Products” and an entry for each of our products linking to its configuration page. By default, these entries can be found in Dynamics 365 under Settings as you can see in the figure below.

Default settings: MSCRM-ADDONS Products
Figure 1: Default settings: MSCRM-ADDONS Products

 

Unfortunately, it can happen that these entries do not appear like the following figure shows.

Missing SiteMap entries

Figure 2: Missing SiteMap entries

A reason for this issue can be a customized SiteMap. In this case, you can add these entries manually bis using the SiteMap editor. The following steps describe you how this can be done for example for DocumentsCorePack. 

Please click on Customizations in the Settings area and select ❶ Customize the System. In the so opened window, please search for ❷ Client Extensions and choose ❸ Site Map which opens the SiteMap Designer. 

Customize the System
Figure 3: Customize the System

 

In the SiteMap Designer please select the SiteMap entry you want to customize – in this case, ❶ Settings. Next, hit the ❷ [Add]-button and select ❸ Group.  

SiteMap Designer - Add Group
Figure 4: SiteMap Designer – Add Group

On the right side please enter the Title of your Group – MSCRM-ADDONS in this case (highlighted in yellow). The Id is automatically generated. 

Set group title
Figure 5: Set group title

 

Next, please add a new Subarea as you can see highlighted in yellow in the figure below.

Add new Subarea
Figure 6: Add new Subarea

 

Arrange your Subarea by setting the values below:
❶ Type = Entity
​❷ Entity = MSCRM-ADDONS.com Products
❸ Title = Products 

Configure Subarea
Figure 7: Configure Subarea

As explained before, please add another Subarea and set the values below:

DocumentsCorePack: 

❶ Type = Web Ressource 
❷ URL  = AutoMergeConfig (ptm_AutoMerge/AutoMergeConfig.html)
❸ Title = DocumentsCorePack
❹ Icon = ptm_Icon32x32_White.png

Add DocumentsCorePack to the MSCRM-ADDONS area
Figure 8: Add DocumentsCorePack to the MSCRM-ADDONS area

 

Now you can see your first product in the MSCRM-ADDONS area – in this case DocumentsCorePack. This process is the same for all our other products. 

Below please find the right values for each product. As Type always please select Web Resource and the Icon value is always the same: Icon = ptm_Icon32x32_White.png

AttachmentExtractor: 
URL  = ptm_attachmentextractor/solutionconfig/SolutionConfig.html
Title = AttachmentExtractor 

ActivityTools
URL  = 
ptm_ActivityTools/config/Settings.html
Title = ActivityTools

GroupCalendar
URL  = ptm_groupcalendar/solutionconfig/SolutionConfig.html 
Title = GroupCalendar

PowerSearch
URL  = ptm_PowerSearch/html/Config.html
Title = PowerSearch

SmartBar
URL  = ptm_SmartBar/solutionconfig/SolutionConfig2.html 
Title = SmartBar

TelephoneIntegration
URL  = ptm_telephoneintegration/solutionconfig/SolutionConfig.html 
Title = TelephoneIntegration

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 

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