CRM 2013 Quick View Menu

The Quick View Menu helps you navigate to any location in Dynamics CRM quickly and seamlessly by taking your existing Sitemap and presenting it in an easy to navigate interface. The menu currently comes with a Win 8 UI look & feel while also allowing you to provide additional resource and configuration settings.

Available from CodePlex http://crm2013quickviewmenu.codeplex.com/

Open Quick View from Sitemap

QuickViewMenuBar

Example of CRM Sales

QuickViewMenuOOB

Example of full OOB menu layout and style

QuickViewMenuFullView

The managed solution configuration page provides a Sitemap setting to easily add/remove the Quick View Menu to/from you Sitemap.

QuickViewConfig

Quick View Menu Summary

Current Features

  • Multi-browser support Currently tested with IE 10+, Chrome, FireFox
  • Configure Sitemap Area, Group and SubArea exclusions. (i.e. modify QuickViewMenuConfig.xml)
  • Resource management such as Sitemap item Title, Icon overrides. (i.e. modify QuickViewMenuResources.xml)
  • Win 8 UI look & feel.
  • Add/Remove Quick View Menu to/from the Sitemap easily from the Solution Configuration.
  • Horizontal Mouse Scroll.

Limitations

  • Security is not implemented yet so users can see all menu items except those specified as exclusions. If a user selects a menu option that they have no rights to normally they will just receive a standard CRM access restricted message.

Future Improvements

  • Security
  • Solution Configuration option to easily manage Sitemap Exclusions.
  • Solution Configuration option to easily manage Sitemap Resources.
  • Solution Configuration option to easily manage Colour Scheme.
  • Ability to Customize Quick View Menu layout.
  • Define User specific Quick View Menu layout.

About Dynamics XRM Tools

Dynamics XRM Tools projects aim to provide a richer user experience along with useful tools to help increase productivity.

A joint effort started by Rhett Clinton MVP, Ramon Tebar MVP and Mario Cantero.

23 thoughts on “CRM 2013 Quick View Menu

  1. Pingback: Mitch Milam's xRM Discussions » Fascinating Solution to Dynamics CRM 2013 Navigation Issues

    1. Rhett Clinton MVP Post author

      Hi Joe, strangely enough I haven’t tested against touch yet but I cannot see why not. I have added CSS to allow horizontal mouse wheel scrolling but for cross browser this will include JavaScript as well. Let me know what type of swipe/gestures you think would be useful and I can test, implement if possible.

      Cheers,
      Rhett

      Reply
      1. Joe

        Hi Rhett, thanks for the response! I was thinking normal swipe to pan/change sections, maybe something like pinch to zoom.

        It would be cool to be able to define the entity colors ion the config page too, since when you get that many icons it’s tough to pick em all out. Just a thought, not sure how much flexibility the CSS gives you for that or if there would be supported methods to achieve that.

        Again, terrific work!

        Joe

      2. Rhett Clinton MVP Post author

        Great thanks Joe, I think I am going to implement a colour scheme option first where you can choose the overall colours, like background, text, button colour, etc.

        Maybe as apart of the quick view menu resource XML I could provide a colour attribute against specific submenu items and just set it inline within the xslt. I’ll think about it, I would also need to allow an admin to easily configure that too as that is the goal, ease of use.

        Thanks, Rhett

      3. Joe

        Now this is for the web UI only? So skip my comment about Pinch/Zoom since that is going to be a OOB feature on any tablet that can support this feature anyway.

  2. Joe

    Hey Rhett, quick question: could this be used within an entity’s forms to list the Entity Relationships and provide access to the Associated Records of that Entity?

    Reply
    1. Rhett Clinton MVP Post author

      Hi Joe, not in its current state as it is tied to the sitemap for its XML data, though any data source could potentially be retrieved and converted into the menu XML used to transform with the xslt.

      I will look at the potential to abstract the data source away from the strict data retrieval path it has now but I cannot say it is a priority right now.

      Cheers, Rhett

      Reply
      1. Joe

        Thanks for the response! That makes sense, I figured I would ask as I wasn’t sure how the associated Relationships are represented (Ribbon XML?) but that would be a very compelling use case since panning multiple times to view 12+ relationships on a given entity is a major limitation of top nav, IMO. Cheers!

  3. salimadamon

    Reblogged this on Salim Adamon – Dynamics CRM Blog and commented:
    I am used to the new navigation now, but I don’t think it’s the best user experience. This is the first official alternative that I know of. Apparently, I am not the only one thinking about alternate navigation!

    Reply
  4. Pingback: Salim Adamon - Dynamics CRM Blog

  5. Pingback: CRM Santa brought me something really nice! | General Specialist

  6. Stuart

    This is probably obvious, but how do i actually add buttons to the Quick View screen? I have installed the solution and i see a blank screen under Quick View. But I want to add buttons like (Account, Contact, etc.)

    Reply
    1. Rhett Clinton MVP Post author

      Hi Stuart, the quick view menu reads your existing sitemap and should just show the items. If you are not seeing them then there is probably an issue loading an item from your sitemap. Which version are you using and do you receive and error message or script errors in the browser? Which browser are you using?

      Thanks,
      Rhett

      Reply
      1. Stuart

        Version says 1.0.0.3. I’m trying with both chrome and IE on my CRM 2013 Online account. I don’t see any script error messages.

        On another note, I was sort of hoping I could pick and choose which entities I could put in the quickview since there are so many i use all the time and some I only use every few months. For those rare ones I can always use the microsoft hover bar to scroll around to. I was hoping to load the quick view screen up with just the common ones. Is that possible somehow?

        Any idea why I can’t see ANY entities?

      2. Rhett Clinton MVP Post author

        The latest version is 1.0.0.6, you should try this, I think it will work for you.

        On codeplex where you can download it, there is a Documentation Page which discusses Exclusions and how to add an Area, Group, and/or Sub Menu items to the exclusions list.

        This is a manual task now but a UI to manage this is coming in the near future,

        Rhett

      3. Stuart

        Version 1.0.0.6 is showing me all the icons as expected. Thanks! Now I’m trying to create exclusions.

        Inside the default solution > web resources > /QV/QuickViewMenuConfig.xml I’m making changes but i cannot get any of them to work by following your sample on codeplex. As a test I tried removing orders, leads, and opps from the quick view menu. But after saving the web resource, publishing, and then reloading the page showing the Quick View all those entity icons are still there.

        I also remembered some entities are shown in various areas (like sales, marketing) so I tried embedding the subarea ID statements inside an area statement. That didn’t work either.

        Can you please suggest where I’m going wrong? Here is the code snippet:

        <!—->

      4. Rhett Clinton MVP Post author

        Hi Stuart, the code snippet doesn’t appear for me, can you email it to me please.

        Also, the sitemap items like subarea should only be added to the exclusions subarea section not area, only areas should be added to the area section such as Sales, Marketing, etc.

        cheers,
        Rhett

  7. Tom

    hi Rhett, have just tried on our test environment, which is running CRM 2013 SP1. it installs fine, however the following script error happens when attempting to show the quickview; This is running under IE10 on a Windows 7 environment if that is of help.

    Error: Error : 404: Not Found:

    404 – File or directory not found.

    Server Error

    404 – File or directory not found.
    The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.

    Reply
  8. Jayachandran

    Hi,
    I have added new Some new area in sitemap. But those changes are not reflecting in quick view sitemap. Can you please suggest how to customize those newly added area to quick view in sitemap.

    Reply

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