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dynamics-crmdynamics-crm-uci

How can I add my entity to side menu in sales hub?


I created solution and added entity and form with 3 fields to it, but I can't see my entity in the side menu of the main sales hub.

I tried to add site maps etc, doesn't work. What could be the problem? maybe something missing in my process?

My process: create solution -> add entity -> add field -> click on main form and add fields -> save and publish

UPDATE: Now I found this under 'Extensions'


Solution

  • Main sitemap is for main app. Sales hub app will have its own sitemap. You have to edit that sitemap to include the navigation item in Sales hub app. Read more

    Go to: Dynamics 365 > Settings > Customizations > Model-Driven Apps

    Open the App designer and click on the Sitemap editor.

    enter image description here

    By default the custom entities will be showing under Settings - Extensions.