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Privilege Attributes
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Indicates the schema name of the entity you want to reference for the permissions check. Specifies the permissions needed to display this subarea. Valid values: A comma-separated list with no spaces, made up of these possible values: All AllowQuickCampaign Append AppendTo Assign Create Delete Read Share Write UseInternetMarketing
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Privilege
string
Part II Solutions
The following example uses the Privilege element:
<SubArea Id="test_subarea" Url="custompage.aspx"> <Privilege Entity="account" Privilege="Delete, Write"/> </SubArea>
In this example, if a user has delete and write permissions for the Account entity, Microsoft Dynamics CRM displays the subarea in the application navigation pane. Conversely, if you add the custom web page Custompage.aspx to your system and you don t want a particular user to see this page, you can simply use the Privilege element in your site map and specify a security permission that you know the user does not have. Note The UseInternetMarketing privilege only applies to Microsoft Dynamics CRM Online.
However, you can still use the security privilege in on-premises installations for the purpose of displaying site map subareas.
Importing a Site Map
After you have modified the site map XML, you must save your changes to the customizations.xml file and import the changes into Microsoft Dynamics CRM. Typically, when importing a solution, you use an exported solution file to import changes to a different Microsoft Dynamics CRM organization. However, to edit the site map, you need to unzip the solution package to edit the customizations.xml file. Therefore, you must zip the full exported package with your updated customizations.xml file prior to importing your site map changes back into Microsoft Dynamics CRM. For a solution that contains only a site map component, you should see the standard solution files of [Content_Types].xml, customizations.xml, and solution.xml. After you have saved the updated solution .zip file, you can import it back into Microsoft Dynamics CRM.
Working with the Get Started Pane
Microsoft Dynamics CRM provides help content specific to each area of the application above entity grids and dashboards. This content appears in the Get Started pane. By default, Microsoft Dynamics CRM displays help content in the Get Started pane, but you can replace this with any content. Any SubArea element that uses the Entity attribute to display a grid of entity records in the homepage grid area can be configured to display content in the Get Started pane. Warning The Get Started Pane cannot be enabled for subarea elements that use the Url
attribute to display a custom page. Any Get Started attributes in a SubArea element that contains a Url attribute will be ignored.
12 Solutions: Client Extensions
You can create HTML or Microsoft Silverlight web resources or provide a website URL to display in the Get Started pane. Further, the Microsoft Dynamics CRM SDK provides templates to mirror the native Get Started pane content. The Get Started pane styles and template can be found in the downloaded Microsoft Dynamics CRM SDK files at \Resources\GetStartedPaneTemplate. Figure 12-11 shows a customized Get Started pane using the styles from the SDK.
FIGURE 12-11 Custom Get Started pane
Tip If you have only one page for all users and client types, you can specify a value for only the
GetStartedPanePath attribute and exclude all the other attributes. Microsoft Dynamics CRM will then use this value for all users and clients.
Site Map Tips and Tricks
The following tips and tricks might save you some time when editing the site map section in the customizations.xml file:
Isolate the site map Always create an unmanaged solution dedicated to the site map and application ribbon components. Do not include any other components in the solution. This isolates any changes to the site map to one solution file and makes the resulting customizations.xml much smaller and easier to update.
Part II Solutions
Changing the order of area and group elements in the site map works only in the web client The Microsoft Dynamics CRM web client displays navigation elements in the order specified in the site map. However, Outlook treats areas and groups as folders and therefore displays them in alphabetical order, not in the order specified in the site map. However, Outlook will display subareas in the order specified in the site map. Don t confuse the Titles and Descriptions It s easy to confuse what the Titles and Descriptions elements do. The Descriptions elements appear only in the Microsoft Dynamics CRM for Outlook client; the Titles elements appear in both the web and Outlook clients. The site map is case-sensitive Because the site map uses XML, which is case-sensitive, you must ensure that you have used correct casing for all of your attributes. Watch out for default attributes When you first open the customization.xml file to edit the name of a group or area (such as Sales), you might look for an area called Sales to find the place you need to make the change in the XML. However, the Sales area is not clearly named as such in the default customizations.xml file. Instead, the Area element for sales looks like this:
<Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description">
It isn t obvious what text you need to change because the word to be updated ( Sales ) does not appear anywhere in this element. You need to add the Titles and Title elements to configure the text that appears. Because neither the Titles nor Title elements or the Title attribute appear in any of the default Area elements, Microsoft Dynamics CRM uses a behind-the-scenes translation to display the titles of the default entities. So, if you re looking in the site map and you can t find the correct attribute to update in the XML, it s probably a default attribute that you need to add explicitly.
Id attributes must be unique Each element requires an Id attribute. Remember that it must be unique from all of the other Id attributes in the site map. Beware of conditionally required attributes Earlier in this chapter, we outlined the attributes of each element and identified whether Microsoft Dynamics CRM requires them. In some cases, an attribute might become required depending on the settings of other elements. Microsoft Dynamics CRM usually prompts you with a good description of the error, but you should know that these conditional requirements are possible. Know how to recover from a site map error Although Microsoft Dynamics CRM validates the customizations.xml file before importing a solution, you might accidentally import a file that causes an error with Microsoft Dynamics CRM.
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