Configuring InsideView Refresh Sitemap in Dynamics 365 UCI App

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This article provides instructions to configure InsideView Refresh navigation link in custom sitemap in any Dynamics CRM UCI app. By default, the InsideView Refresh navigation link is added to the Sales app (web version) when InsideView Refresh is installed.

To enable the InsideView Refresh navigation link on any UCI App’s sitemap, follow these steps:

Step Description Details
1 Open Sitemap Editor Log in to Dynamics CRM with System Administrator or System Customizer credentials.
  • Go to Settings > Customization > Customize the System.
  • In the Solution Explorer, go to Model-driven Apps.
  • Select and double-click the custom UCI app that you wish to configure InsideView Refresh navigation link on.

    1_-_MDA_small.jpg

The PowerApps Designer opens in a new window.

2 Edit the sitemap In the PowerApps Designer, select the Site Map you would like to add the InsideView Refresh link on and click the edit icon .

2_-_Edit_Sitemap_small.png

The Sitemap Designer opens in a new window.

3 Add Refresh subarea In the Sitemap Designer, select Sales area. In the selected area, select the Sales group. Drag and drop a new subarea from the Components panel into the selected group as illustrated:

3_-_Add_Subarea_small.jpg

4 Add the Refresh subarea properties  Enter the following properties for the new subarea:
  • Enter Type property value as Web Resource.
  • Enter URL property value as Refresh Loader and select the auto-complete option.
  • Enter Title property value as Refresh.
  • Enter Icon property value as Icon for Insights navigation link. In case you do not see this option, select Use Default Image.
  • Enter ID value as nav_refreshdashboard.
  • Select the Parameter Passing check box.
  • Select All under Advanced > SKUs.
  • Select Outlook and Web check boxes under Advanced > Client

5 Add a Refresh group Select the Settings area and drag and drop a group from the Components panel, into the area.

7_-_Add_group_in_settings_small.jpg

Enter the following property values for the new group:

  • Enter the Title property value as Refresh.
  • Enter the ID property value as RefreshSettings.

6 Add the Refresh Settings subarea Select the newly added Refresh group and drag and drop a subarea from the Components panel to the group.

8_-_Add_subarea_refresh_settings_small.jpg

7 Add the Refresh Settings subarea properties  Enter the following properties for the new subarea:
  • Enter Type property value as Web Resource.
  • Enter URL property value as Refresh Loader and select the auto-complete option.
  • Enter Title property value as Refresh Settings.
  • Enter Icon property value as Icon for Insights navigation link. In case you do not see this option, select Use Default Image.
  • Enter ID value as nav_refreshsettings.
  • Select the Parameter Passing check box.
  • Select All under Advanced > SKUs.
  • Select Outlook and Web check boxes under Advanced > Client

8 Save and publish customization Click Save.

4_-_Save_small.jpg

Once the changes are saved, click Publish. Now, you can see the Refresh navigation links on the custom sitemap of the UCI app.

If you face any issues, submit a request for technical support. InsideView’s support team will contact you to address your problem.

 

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