Dynamics CRM Outlook 客户端修改 - 可以完成吗?
我正在致力于自定义 Dynamics 4.0 CRM 界面,以删除我们公司不使用的内容。对于 Web 界面,我正在修改 SiteMap xml 文件,该文件对网站界面中的左侧导航栏进行了更改。这些更改不会延续到 Outlook 客户端。例如,我想摆脱资源中心。我将其从 XML 文件中删除并导入以更改 Web 界面。沃利亚!资源中心不见了。这些更改不会反映在 Outlook 客户端中 - 资源中心已从 Web 上消失,但仍保留在 Outlook 客户端中。
有什么办法可以做到这一点吗? Outlook 客户端中堆满了许多我们不使用的内容,我希望将所有部分都删除。
I'm working on customizing the Dynamics 4.0 CRM interface to remove things our company doesn't use. For the web interface I'm modifying the SiteMap xml file, which makes changes to the left navigation bar in the Website interface. These changes do not roll over to the Outlook client. For example, I want to get rid of the Resource Center. I remove it from the XML file and import it to change the web interface. Volia! The Resource Center is gone. These changes are not reflected in the Outlook client - the Resource Center is gone from the web, but remains in the Outlook client.
Is there any way to do this? The Outlook client is cluttered with a lot of stuff we don't use, and I'd like to make whole sections go away.
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Outlook 客户端通常使用与在线客户端中看到的相同的站点地图,但它对此非常挑剔。如果有一点点它不喜欢(这甚至适用于具有不同ID但相同显示标题的项目),它会恢复到默认站点地图而不告诉您原因。
遇到此类问题时,请从单个项目开始,注释掉其他所有内容,然后逐渐添加内容,直到 Outlook 停止使用自定义站点地图,然后尝试找出最后添加的项目有什么问题。
The Outlook client does generally use the same Sitemap you see in the online client, but it is extremely fussy about it. If there is the slightest thing it doesn't like (and that will even apply to items with different IDs but the same display title), it will revert to the default Sitemap without telling you why.
When facing such problems, start with a single item by commenting out everything else, and then gradually add stuff until Outlook stops using the customized Sitemap, then try to find out what's wrong with the item you added last.