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Customizing the navigation pane

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Have you been looking for a step by step description of customizing the navigation pane? Check out this new article posted on the Microsoft Dynamics CRM Developer Center! 

Configure the Site Map to Customize Application Navigation in Microsoft Dynamics CRM 4.0

You can customize the contents of the Navigation Pane in Microsoft Dynamics CRM by editing the Site Map. The Site Map is an XML document, and if you've never edited an XML document before, using tools that provide schema validation can make this much easier.

Some of the customizations you can perform include:

  • Change the name of areas in the Navigation Pane
  • Change the order of areas in the Navigation Pane
  • Reorganize or add new areas
  • Change the order of the links presented within areas
  • Change the names of links in an area
  • Group links in areas
  • Change the Workplace profile options that people can choose from

To perform these customizations, you must have the necessary privileges to export and import customizations.

Additional information related to this task can be found in the Microsoft Dynamics CRM SDK.

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