To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

PLEASE NOTE 

• Adding the link will NOT install the product! Insert links only for products that have already been installed or that you are installing at the moment.
• When you decide to uninstall the product, these links have to be removed manually as well. They do not affect Microsoft Dynamics CRM in a bad way, but users will be redirected to dead links, if you forget to delete them.

How to add a navigation link

To do so, open a Microsoft Dynamics CRM record in which you want to add the navigation link. In our example, we use the record Contact. 

Then, click on FORM.

Figure 1: Open record in MS Dynamics CRM

The command bar shown in Figure 2 will open. Click on Navigation and then on INSERT. 

Figure 2: Click on navigation and insert

Thereafter, the ribbon will change and will show the [Navigation Link]-button. Click on it...

... in order to open the Navigation link Properties. Here, you can define the properties of the new menu-entry.

Name: Defines the display name of the entry

Icon: Defines the icon of the entry (not required)

Web Resource: Defines the web resource which should be loaded when you click on the link. Every web page has as specific web resource.

• DocumentsCorePack FileExplorer: “ptm_WebApplicationPreloaderDCPFX”
• ActivityTools: “ptm_ActivityTools/MainPage.html”

Hit “OK” in order to proceed.

Figure 4: Navigation Link Properties

Then click on the [Save]-button and afterwards on the [Publish]-button.

Figure 5: Save and Publish button

After reloading the CRM record, the new menu-entry should be visible:

Figure 6: New menu entry

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.