Offline Navigation

While customizing Microsoft Dynamics CRM, you may add your own navigation and menu items through the ISV Config and the SiteMap. By default these custom elements are displayed in Microsoft Dynamics CRM for Outlook with Offline Access.

The ISV.Config allows you to add links to the left navigation area of an entity, custom menus, and items to an entity’s toolbar, and custom buttons to an entity’s grid. The SiteMap allows you to customize the Microsoft Dynamics CRM main navigation. Just as with the ISV Config, the SiteMap allows you to specify which clients your customizations are displayed in and also whether they are displayed in offline mode.

Client Attribute

You can use the Client attribute on an ISV Config or SiteMap node to configure which Microsoft Dynamics CRM clients display the customization. This is useful if you only want your custom navigation element to show in the Web interface or only in the Microsoft Dynamics CRM for Outlook client. The default value for this attribute is set to display in all clients. The ISV Config Client attributes can be set to either Web or Outlook. The following ISV Config elements implement the Client attribute:

  • Button

  • Entity

  • MenuItem

  • NavBarItem

The SubArea element of the SiteMap also has the Client attribute. It also defaults to display in all clients and can be updated to any of the following values:

  • All

  • Outlook

  • OutlookLaptopClient

  • OutlookWorkstationClient

  • Web

The OutlookLaptopClient value refers to Microsoft Dynamics CRM for Outlook with Offline Access. The OutlookWorkstationClient value refers to the non-offline enabled version of Microsoft Dynamics CRM for Outlook. You can set multiple values by entering them as a comma-separated list. The following code sample shows a SiteMap SubArea that only appears in the Web client:

<SubArea Id="nav_calendar"
         Icon="/_imgs/area/18_calendar.gif"
         ResourceId="Homepage_Calendar"
         Url="/workplace/home_calendar.aspx"
         Client="Web">
    <Privilege Entity="activitypointer" Privilege="Read" />
</SubArea>

AvailableOffline Attribute

If you want to disable your custom navigation or buttons when the user is offline, you need to specifically set the AvailableOffline attribute of your element to false. This optional attribute defaults to true unless otherwise specified. The AvailableOffline attribute is available on the following ISV Config elements:

  • Button

  • Entity

  • MenuItem

  • NavBarItem

The AvailableOffline attribute is also available on the SubArea element of the SiteMap. The following code sample shows a button added to the ISV Config that is only available in the Outlook client and shows up in offline mode:

<Button Icon="/_imgs/ico_18_debug.gif"
        JavaScript="alert('test'),"
        Client="Outlook" AvailableOffline="true">
    <Titles>
        <Title LCID="1033" Text="Outlook Only" />
    </Titles>
    <ToolTips>
        <ToolTip LCID="1033" Text="Outlook Only - This is available offline also." />
    </ToolTips>
</Button>
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