Viewing "Customizations" Area while Outlook Client is Open

by Phil Adams 10. August 2009 11:05
I made mention to one of the Microsoft CRM Product Managers that the fact that I cannot access "Customizations" from the Outlook client, or the Web client when I have Outlook open seems silly to me. When the Outlook client first came out it was titled "The Sales for Outlook Client" and with that title not including "Customizations" made sense. But now the client has moved far from that title and this really shouldn't be an issue for end users. The Product Manager looked at me in a confused way and said, "Why don't you just update the Site Map?" I couldn't believe that something so simple could solve my problem. Previously I've had users go to a separate URL, like the IP address, or I would set up another host header to work around this. But I tried this and this way is much better. All you have to do is export the Site Map and find the XML tag "nav_syscust" under the "Settings" area tag and add: Client = "All" Save, import, publish and you're all set. Here's the full line: <SubArea Id="nav_syscust" ResourceId="Homepage_SystemCustomization" Icon="/_imgs/area/18_syscust.gif" Url="/tools/systemcustomization/systemcustomization.aspx" Client="All" /> Enjoy

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CRM | MSCRM | mscrm4 | SiteMap | Outlook

About Phil

Phil has been working with CRM since the BETA of CRM v1.0 and has seen a lot of the problems arising from installation, maintenance and Development.

Phil specializes in the ISV area of CRM; Creating Add-Ons and Plugins for various clients.

Phil currently works as a Microsoft Dynamics CRM Consultant and Developer for Cambridge Online Systems Ltd In the UK.

Phil also has several Microsoft Certifications in .NET and CRM

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