Want to win a PS4? Go Premium and enter to win our High-Tech Treats giveaway. Enter to Win

x
?
Solved

Editing CRM Menu's

Posted on 2010-11-11
12
Medium Priority
?
458 Views
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
0
Comment
Question by:BrianFord
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 7
  • 5
12 Comments
 
LVL 30

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.
0
 

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
0
 
LVL 30

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.
0
Prepare for your VMware VCP6-DCV exam.

Josh Coen and Jason Langer have prepared the latest edition of VCP study guide. Both authors have been working in the IT field for more than a decade, and both hold VMware certifications. This 163-page guide covers all 10 of the exam blueprint sections.

 

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 :)
0
 

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...
0
 
LVL 30

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
0
 

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 :)
0
 

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?
0
 
LVL 30

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.
0
 

Author Comment

by:BrianFord
ID: 34112924
I did change the view to both All and Hidden but I still didn't see it
0
 
LVL 30

Accepted Solution

by:
Feridun Kadir earned 1000 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.
0
 

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
0

Featured Post

Ask an Anonymous Question!

Don't feel intimidated by what you don't know. Ask your question anonymously. It's easy! Learn more and upgrade.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II
Visualize your data even better in Access queries. Given a date and a value, this lesson shows how to compare that value with the previous value, calculate the difference, and display a circle if the value is the same, an up triangle if it increased…
In this video, Percona Solution Engineer Dimitri Vanoverbeke discusses why you want to use at least three nodes in a database cluster. To discuss how Percona Consulting can help with your design and architecture needs for your database and infras…
Suggested Courses

610 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question