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.
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.
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 firstname.lastname@example.org.