To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.
This article describes how Microsoft Dynamics CRM Menu Navigation Links can be added manually for DocumentsCorePack and ActivityTools.
PLEASE NOTE
- Adding the link will NOT install the product! Only insert links for products that have already been installed or that you are installing at the moment.
- When you choose to uninstall the product, these links have to be removed manually as well. They do not affect Microsoft Dynamics CRM in a bad way, but users will be redirected to dead links, if you forget to delete them.
How to add a navigation link
To do so, open a Microsoft Dynamics CRM record in which you want to add the navigation link. In our example, we use the record “Contact”.
Click on “FORM” and the following command bar will open:
Press on “Navigation” and then on “INSERT”.
Thereafter, the ribbon will change and will show the “Navigation Link”-button.
As soon as you have pressed this button, the following dialog will pop up:
Use it to define the properties of the new menu-entry.
Name: Defines the display name of the entry
Icon: Defines the icon of the entry (not required)
Web Resource: Defines the web resource which should be loaded when you click on the link. Every web page has as specific web resource.
- DocumentsCorePack FileExplorer: “ptm_WebApplicationPreloaderDCPFX”
- ActivityTools: “ptm_ActivityTools/MainPage.html”
Hit “OK” in order to procced.
Then click on “Save” and “Publish” the form.
After reloading the CRM record, the new menu-entry should be visible:
