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Editing CRM Menu's

Posted on 2010-11-11
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Last Modified: 2012-05-10
Can anyone tell me how to add/remove items to/from a CRM form Menu bar?

In particular, how do I add a Report to the 'Reports' menu on the Quote form and tell it what parameter to pass to the report?

We are currenly using MS Dynamics CRM 3.0 and SSRS reports

Thanks


crm-men.jpg
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Question by:BrianFord
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 34112061
Highlight the report in Workplace and click on Edit Report on the toolbar.

Here you will see settings where you control where the report is displayed: Forms for related records, lists for related records and reports area.
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Author Comment

by:BrianFord
ID: 34112463
thanks,
Unfortunately I don't have access to the Workplace area :(, it has been removed from our site map
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 34112479
OK. Try running an Advanced Find and change the look for to Reports. You should get a list of reports in the results with the Edit Report button in the toolbar.
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Author Comment

by:BrianFord
ID: 34112550
Thank feridun,
Can you believe that 'Reports' is not in the 'Look For' list :(
I'd love to find the person who implimented this instance :)
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Author Comment

by:BrianFord
ID: 34112587
I guess what I could do is to re-instate the 'Workplace' section in the customizations.xml file and import it, but I don't have the original to know the correct format etc...
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 34112688
I think you mean sitemap.xml. Anyway here is one from a demonstration 3.0 system that I have. Please take care editing sitemap.xml because you can easily stop CRM from loading. Make a backup of your existing sitemap.

sitemap.xml
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Author Comment

by:BrianFord
ID: 34112722
Thanks again
I'll give this a try on our test instance first, I'm pretty new to this so fingers crossed :)
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Author Comment

by:BrianFord
ID: 34112808
OK, I got the site map imported into my test instance and I can now see the Worplace area.
But when I go to the Reports section, I dont' see the particular report I'm looking for (Quote Letterhead) has shown in the screenshot above, would that be because it's a custom report and not the original 'seeded' report?
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 34112907
Did you try changing the view to show all reports/hidden reports?

BTW, Reports don't appear in Advanced Find in version 3.0, that was my mistake.
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Author Comment

by:BrianFord
ID: 34112924
I did change the view to both All and Hidden but I still didn't see it
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Accepted Solution

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Feridun Kadir earned 250 total points
ID: 34113059
Sorry, not sure what else to suggest. I would have expect it to be in hidden reports. Is the Quote(Letterhead) present in your production and test systems.

Perhaps it has been added to quotes using another method.
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Author Closing Comment

by:BrianFord
ID: 34113102
Not to worry, thanks again for your help, I guess I need to contact the implimentors and find out what they did
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