How to edit the Sitemap in CRM 2011

Editing the sitemap is quite simple. This demo is going show you how to rename Sales

Go to Settings>Customization>Solutions


1. First create the Solution and go to Components, click Add Existing and than select Site map.

2. Export the solution and save it. The solution will save as a zip file.


3. Extract the zip file. You should now see 3 files in the folder. We need to edit customizations.xml file

Tip: Good software to modify the sitemap is XML Notepad 2007 or Notepad++


4. Search for the Area you wish to rename and add the following.
     
    <Titles>
        <Title ="Projects" LCID="1033"/>

    </Titles>

I am going to rename Sales to Projects. My code is going to look like this when i add the above:

<Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description" >

        <Titles>

          <Title ="Projects" LCID="1033"/>

        </Titles>

        <Group Id="SFA">

          <SubArea Id="nav_leads" Entity="lead" DescriptionResourceId="Lead_SubArea_Description" GetStartedPanePath="Leads_Web_User_Visor.html" GetStartedPanePathAdmin="Leads_Web_Admin_Visor.html" GetStartedPanePathOutlook="Leads_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Leads_Outlook_Admin_Visor.html" />

        </Group>

      </Area>

5. Save the changes, zip up the files and import it back into the CRM. Once imported and published. Refresh the browser to see your changes.