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Editing CRM Menu's

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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BrianFord
Asked:
BrianFord
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1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
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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BrianFordAuthor Commented:
thanks,
Unfortunately I don't have access to the Workplace area :(, it has been removed from our site map
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Feridun KadirPrincipal ConsultantCommented:
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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BrianFordAuthor Commented:
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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BrianFordAuthor Commented:
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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Feridun KadirPrincipal ConsultantCommented:
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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BrianFordAuthor Commented:
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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BrianFordAuthor Commented:
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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Feridun KadirPrincipal ConsultantCommented:
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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BrianFordAuthor Commented:
I did change the view to both All and Hidden but I still didn't see it
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Feridun KadirPrincipal ConsultantCommented:
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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BrianFordAuthor Commented:
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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