How to add a custom Area in the Navigation Bar of Dynamics CRM 365

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In a recent project for an internal department at Infinite Computing Systems , my team had to implement an end to end application tracking system in Dynamics 365 (CRM).

The first requirement that came from the head of the department was to add a new area in the navigation, instead of using the defaults : Sales, Service and Marketing .

To them, the newly proposed custom entities were not aligned with their process of sales, service or marketing, but rather a process named Consulting

So the problem statement arose : “How to add a custom area in the navigation bar in Dynamics 365” 

Solution is to modify the customizations.xml manually or a using a tool

  1. Manual (not recommended way) :  The manual way is that you export your solution as a zip file, download & unzip the file, and then edit the customizations.xml .  Look out for the section “sitemap” and then add the area as shown in the picture below.

export_solution_dynamics_crm

customization_xml_sitemap.png

2. Using a tool : Safer approach is to use a tool called xmltoolbox (available on GitHub . It is a recommended tool for doing such operations.

sitemapeditor_xrmtoolbox

xrmtoolbox_updatesitemap.png

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