Wednesday, March 4, 2015

Different SiteMap voor Outlook

Hello,

yesterday a customer had a request to change the Sitemap on their Outlook clients, but not change the SiteMap on the web.

After a little research I found this could easily be accomplished by using the SiteMap Editor in the XrmToolbox.

The Customer wanted one group with only a couple of items in their, as their sales representatives don't need the full blown menu. This would confuse them and would only make them search longer for the option they want.

So I decided to add an extra Area, of which the SubArea's will only be seen on the Outlook clients:


In XrmToolbox you have the option to easily select the clients on which to SubArea's need to be shown. By doing this you can easily modify the SiteMap. Make sure you also select the "Availble Offline" option, otherwise, when the Outlook client goes in Offline mode, the menu will dissappear.

In orde to only show this newly made Area on the Outlook client and not show all the other Area's, I had to modify all the other SubArea's to only show on the Web client:















When you do this for every SubArea in an Area, the Area will not be shown anymore and we are only left with our custom Area: Web users happy, Outlook client users happy! :)

Unfortunately I cannot share a screenshot of the final result, but as soon as I have access to the Outlook client again, I'll share it.

Thursday, January 22, 2015

Create Appointment via REST

Here is a short piece of Javascript code on how to create an appointment in CRM 2013 through REST.
I'm using CRMRestKit library to simplify the code.