Working on updating and upgrading solutions to the new UI for CRM 2013, we encounter that the customer and sometimes even us (Developers and Customizers) are lost in the new CRM 2013 navigation, and need to remember where we put the custom entities and how the development was assigned to the original sections (Sales, Service, Marketing, Settings). for that reason I used the Sitemap tool and created a section called “Custom Area” and added the custom entities to that section or tab.
These are some of the screen shots I got for the demo version I created as a proof of concept
then next I was able to add custom entities to the navigation tab
when I created the Sitemap I was able to see the custom area as part of the entity definition and configuration, also I was able to assign the custom entity or other entities to the same custom area, like in the previous screen shoot I was able to assign the Account entity.
Using the SiteMap tool (XRMToolBox by Tanguy92 )
The sitemap tool used to customize the navigation was a CRM 2011 version, so you can use the tool and make updates to CRM 2013
Our customer is now happier to find the custom entities and related information on a single location.
This will help is some cases, however having an option for the customer to continue be productive and not to be looking all over the navigation and try to remember the location that was on the previous version site map; at the end is better to have a happier customer than been annoyed by the upgrade.
Abe Saldana
This is my personal opinion and not represent my employer or Microsoft.
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