Wednesday, October 26, 2011

Remove Dashboard menu from workplace area in MSCRM 2011

Hi All,

Recently I got one request to remove dashboard menu from workplace area in CRM 2011.

Solution:
1. Export your solution from CRM 2011
2. Open customizations.xml file from the exported solution folder.
3. Goto XPath: ImportExportXml -> SiteMap -> SiteMap -> Area (workplace) -> Group (MyWork)
4. Remove the below tag from the above path

<SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" Icon="/_imgs/area/18_home.gif" DescriptionResourceId="Dashboards_Description" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" />

5. Import the solution to CRM.

Check it out that Dashboard menu will be removed from your workplace area. 

In case if you again want to make it visible, paste the above tag to the same xPath and you the menu item will again be visible for use.

Hope you find this post helpful.

Thank You !!! J

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