January 16, 2014

Moving the menu tiles in Microsoft Dynamics CRM 2013

Filed under: Tips — Tags: , — Webopius @ 11:25 am

CRM 2013 Menu Header tile order

The new Microsoft Dynamics CRM 2013 release is a significant improvement over CRM 2011 with one of the main features being the new user interface.

We had some users ask us if it was possible to change the order of the menu ’tiles’ at the top of the page.

Today’s quick tip is a set of instructions for how to achieve this…

CRM 2013 menu

CRM 2013 menu

Here’s how to do it…

  • Download the Sitemap editor solution from here
  • Install the solution into CRM 2013 (Settings -> Customizations -> Solutions)
  • Once installed, within the solutions page, double click the SiteMapEditor
  • To the right hand side of the page, you’ll see a directory tree structure that represents your existing menu layout
  • To change a menu, simply drag/drop items to a new position in the menu structure
  • Click the ‘Save’ button (Bottom of the page)
  • Click the ‘Close’ button (Top menu)
  • Now choose the ‘Publish all Customizations’ menu item, refresh your browser and the menu will have changed

For more CRM 2011 or CRM 2013 advice or if you need to deliver or extend Microsoft Dynamics CRM 2013 within your organisation, contact Webopius for more information.

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