Sitemap Designer App Introduced in Dynamics 365

Dynamics 365 introduced new feature of Sitemap Editor which is available in My apps.

The user should have System Administrator or System Customizer security role or equivalent permissions.

The user with the above privileges can also access the apps:

· Create, Read, and Write privileges on the App entity

· Create and Read privileges on the Customizations entity

· Read and Write privileges on the Solution entity.

 

To create sitemap for custom apps:

 Navigation is settings –> My Apps

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Click on create app

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After click on create app you will get a window app designer as shown below

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And then specify the details and click on done.After this new app will be created

On the app designer canvas, in the Site Map area, click the Open the Site Map Designer button clip_image007 .

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The site map designer opens a canvas that is pre-populated with one area, one group, and one subarea. Click the area, group, or subarea tile to change its properties.

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Add area to site map:

Click on the clip_image016[3] button and then click on the area then new area will be created. (Or)

On the Components tab, drag and drop the Area tile to the empty box on the canvas. You'll see the empty box when you move the tile to the correct place on the canvas.

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On the Properties tab add or edit the properties:

Under General:

· Title. Enter the title for the area

· Icon. A default application icon is selected. Select a different icon for the area from the list of web resources available in the solution.

· ID. A unique ID is automatically generated, but you can enter a different one if you want. We recommend that you use the provided ID because if the ID you enter is not unique, users may get an error when they are using the app or you may get an error when you are importing a solution that contains this site map.

· Show Groups. Select this check box to show groups of subareas in the navigation pane.

Under Advanced:

· More Titles. If your organization uses multiple languages, select a language (Locale) for the title, enter the title, and then click the Add button clip_image016 . You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.

· More Description. If your organization uses multiple languages, select a language for the description, enter the description, and then click the Add button clip_image016[1] . You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.

· URL. Enter the URL to render for the Dynamics 365 for Outlook folder that represents the area.

Add Group to site map:

Click on the clip_image016[3] button and then click on the Group then new Group will be created. (Or)

On the Components tab, drag and drop the Group tile to the empty box on the canvas. You'll see the empty box when you move the tile to the correct place on the canvas.

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On the Properties tab add or edit the properties:

Under General:

· Title. Enter the title for the group in the base language of the organization.

· ID. A unique ID is automatically generated. Enter a different one if required. We recommend using the automatic ID because if the ID you enter is not unique, you may get an error when you are importing a solution containing this site map.

Under Advanced:

· More Titles. If your organization uses multiple languages, select a language (Locale) for the title, enter the title for the group, and then click the Add button clip_image016[2] . You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.

· More Descriptions. If your organization uses multiple languages, select a language for the description, enter the description for the group, and then click the Add button clip_image016[3] . You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.

· URL. Enter the URL to render for the Dynamics 365 for Outlook folder that represents the group.

· Set as Profile. Select this check box to indicate whether this group represents a user-selectable Profile for the Workplace. The group set as a user-selectable profile is made available as options in your personal options. This only applies for groups within the Workplace area.

Click on the clip_image016[3] button and then click on the Group then new Group will be created. (Or)

On the Components tab, drag and drop the Group tile to the empty box on the canvas. You'll see the empty box when you move the tile to the correct place on the canvas.

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On the Properties tab add or edit the properties:

Under General:

Type. Select whether the subarea you are adding is a dashboard, entity, web resource, or a URL.

Entity. Select the entity that the subarea is for. This field is disabled if the subarea type is other than Entity in the Type drop-down list.

URL. Specify a URL for the main page of the application to show when this subarea is clicked. This field is disabled if you've selected Entity in the Type drop-down list.

Default Dashboard. Select the default dashboard to be displayed for this subarea. This field is disabled if you haven't selected Dashboard in the Type drop-down list.

Title. Enter the title for the subarea in the base language of the organization.

Icon. A default application icon is selected. Select a different icon for the subarea from the list of web resources available in the solution.

ID. A unique ID is automatically generated. Enter a different unique ID if required.

Parameter Passing. Select this check box to pass information about the organization and language context to the URL. This check box is enabled only when the subarea type is a web resource or a URL-based subarea.

Under Advanced:

Privileges. This defines whether a subarea is displayed based on privileges available in any security roles that are assigned to the user. Select the name of the entity to check privileges for. Then select the check boxes to assign privileges.

More Titles. If your organization uses multiple languages, select a language for the title, enter the title for the subarea, and then click Add. You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.

More Descriptions. If your organization uses multiple languages, select a language for the description, enter the description for the subarea, and then click Add. You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.

SKUs. Select the versions of Dynamics 365 that display this subarea.

Client. Select the type of client that displays this subarea.

Outlook Shortcut. Select the icon to display in Dynamics 365 for Outlook.

Offline Availability. Select this check box to make this subarea available to users when they are offline in Dynamics 365 for Outlook.

Then click on save button and publish.

Back to App Designer and

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Click on management app then u see the management module as show below.

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Click on the app designer

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We can restrict the Forms, View and charts based on the user requirement

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Click on the form then the component of that form is show beside as shown in the above image.

Then select the form that you need.

Similarly you can select the views and charts also.

After selecting click on save button and then validate the site map then it validate the app then show errors as shown below.

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Clone a component in a site map

To make a copy of an existing component, click the component, and then on the Action toolbar, click Clone. All details of the cloned component are same as the base component except the ID and Title. The ID is generated randomly.

When you clone an area, the cloned area is added to the right of the currently selected area. When you clone a group, the cloned group is added to the right of the currently selected group. When you clone a subarea, the cloned subarea is added below the currently selected subarea.

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To delete a site map component, click the component tile, and then on the Action bar, click Delete. When you delete an area, all groups and subareas in the area are also deleted. Similarly, when you delete a group, the group and subareas in it are deleted.

 

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Managed roles:

To assign the security roles to the app then we need to go to the setting module and select the MyApps. As shown below

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Select the role which you want to provide to that app. If the user has security role on management app can be visible.

To edit the existing Site Map:

For example in the sales module, need to add group and sub group then

Go to Setting and click on My Apps click on open in App Designer

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On the app designer canvas, in the Site Map area, click the Open the Site Map Designer button clip_image007[1] .

Create group, subgroup then click on Save and Publish.

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Finally the Group and Sub Group is added in sales module as shown below

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