This article provides instruction to configure the Insights tile and its subareas in custom sitemap in Microsoft Dynamics CRM. The Insights tile is added only to the default sitemap when the Insights package is installed.
Note: These steps are applicable only for the Insights, powered by InsideView 4.2 solution package.
Follow these instructions to enable the Insights features navigation tile on any custom sitemap:
| Step |
Description |
Details |
| 1 |
Open Sitemap Editor |
Log in to Dynamics CRM with System Administrator or System Customizer credentials.
- Go to Settings Customization Customize the System.
- In the Solution Explorer, go to Client Extensions.
- Select the sitemap you would like to add the Insights tile on and click Edit.
The Sitemap Designer opens in a new window.
|
| 2 |
Add an area |
In the Sitemap Designer, click Add and select Area.
A new area is added on the sitemap. Enter the following properties:
- Enter the Title property value as Insights.
- Select Icon for Insight main navigation option for the Icon property value
- Enter the ID property value as InsightsMain.
- Select the Show Groups check box.
|
| 3 |
Add groups |
Select the Insights area and drag and drop two groups from the Components panel, into the area.
Enter the property values for each group:
- Group 1 - Features
- Enter the Title property value as Features.
- Enter the ID property value as InsightsFeatures.
- Group 2 - Settings
- Enter the Title property value as Settings.
- Enter the ID property value as InsightsSettings.
|
| 4 |
Add sub areas |
Select the group to which you want to add a subarea and click Add Subarea. Add two subareas to the Features group and three subareas to the Settings group.
Enter the following property values for each subarea:
- Subarea 1: property values for subarea Discovery Center:
- URL: $webresource:iv_/webpages/discovery_center.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140
- Title: Discovery Center
- Icon: Icon for Discovery Center
- ID: nav_discoverycenter
- Select the Parameter Passing check box
- Subarea 2: property values for subarea List Build:
- URL: $webresource:iv_/webpages/list_build.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140
- Title: List Build
- Icon: Icon for List Build
- ID: nav_listbuild
- Select the Parameter Passing check box
- Subarea 3: property values for subarea User Settings:
- URL: $webresource:iv_/webpages/insights_settings.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140%26settingsType%3Duser
- Title: User Settings
- Icon: Icon for User Settings
- ID: nav_insightssettings
- Select the Parameter Passing check box
- Subarea 4: property values for subarea Org Settings:
- URL: $webresource:iv_/webpages/insights_settings.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140%26settingsType%3Dadmin
- Title: Org Settings
- Icon: Icon for Org Settings
- ID: nav_insightssettingsadmin
- Select the Parameter Passing check box
-
- Sub area 5: property values for subarea About Insights:
- URL: $webresource:iv_/webpages/about_insights.htm?data=solutionVersion%3D4.2%26crm_version%3Dv140
- Title: About Insights
- Icon: Icon for About Insights
- ID: nav_insightsabout
- Select the Parameter Passing check box
|
| 5 |
Save and publish |
Click Save.
Once the changes are saved, click Publish. Now, you can see the Insights tile on the custom sitemap.
|
Additional Resources