Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Editing the Site Map


In this recipe, we will discuss how to edit the Site Map to customize the navigation within the Dynamics CRM 2011 system.

Getting ready

Site Map has a complex XML structure and to edit it we need to export the XML from the Dynamics CRM 2011 system. After editing, we need to import the XML back for the changes to take effect. This task requires much care, otherwise the XML structure may get corrupted and make the edited Site Map unusable. The XML Schema of the Site Map can be found at http://msdn.microsoft.com/en-in/library/gg334271.aspx.

To help us in customizing the Site Map, Microsoft Dynamics CRM Lab has released a Site Map editor that can be downloaded and used for free. Here we will discuss both the alternatives of editing the Site Map. However, the preferred approach would be to edit the Site Map using the Site Map editor to minimize the risk of editing the Site Map incorrectly.

Another important thing to remember is to export and save the default Site Map before...