How to Quickly Update the Dynamics 365 Sitemap

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For each Dynamics 365 app, a sitemap controls which entities and other items are displayed to end users.

A new designer is now available creating a better experience with new controls to precisely manage the layout of these items.

Each Dynamics environment comes with a default site map.

To customise this, a new sitemap designer is managed in PowerApps Site Designer with drag and drop controls to easily change the layout.

Sitemap Components

The three core components in each sitemap are:

  • Areas - such as Sales, Project, ClickDimensions, etc
  • Group - containing all the subareas shown within an area
  • Subarea - links to views and entities such as dashboards, leads, cases and activities

Clicking the properties tab from any item that has been dropped onto the designer canvas enables customizations to be applied.

For example, for an area apply an icon that will appear while subareas can be configured to reference an entity, URL, dashboard or web resource.

Find out more about the new sitemap designer and how this provides admins with greater flexibility to streamline and declutter sitemaps in comparison to the legacy XRM Tool Box editor.

About Preact

Preact is a UK based Microsoft Gold Partner implementing and supporting customer engagement solutions for SME's since 1993.

Check our blog for more information about Microsoft Dynamics 365 and CRM.

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