Modifying the CRM Navigation Menu

The CRM navigation menu is customised via editing the SiteMap XML file that is stored in CRM. To access this file you export the SiteMap via: Settings – Customisation – Export Customisation


Once exported you can edit the SiteMap in Notepad, or an XML editor or better still in Visual Studio. But Notepad will do the trick.

There’s already plenty of useful instructions out there for editing the SiteMap so if this is all new to you then you should start there. I recommend:

The end result can be a personalised, streamlined menu with instant access to key functionality and no clutter.   Here’s a few tweaks that might give you some ideas:

In my next few blogs I’ll show you how to achieve some of the above customisations.


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