CRM 2013 Quick View Menu iPad Support

Quick View Menu now supports IPad Safari and has also improved display on smaller resolutions with heights of 768px. IE8+ is also now supported along with earlier versions of Chrome and FireFox.

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

QuickViewMenuOOB

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CRM 2013 Quick View Menu Performance Improvements

Besides some tweaking here and there with the async processing, image pre-loading and so forth, there is a new feature to turn on or off the recently added security feature. The current security feature uses the user’s security privileges to determine if a button is displayed and an entity button will only display if they have the Read access right to the specific Entity. Turning off the security feature prevents the Quick View Menu from making a number of web requests which may improve load performance.

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

This is an example of the Quick View Menu Solution Configuration page. Simply click the Security button to toggle security on or off.

QuickViewConfigWithSecurity

CRM 2013 Quick View Menu with Security Applied

The Quick View Menu will now only show an entity related button to a user if they have read privileges to the entity. This is the first phase of security to be applied to the quick view menu, in the next phase it will incorporate sitemap specific privileges which are defined within the Sitemap itself.

This security is not applied to non entity specific Sitemap sub area items, only items that have Entity defined as a Sitemap sub area attribute.

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

QuickViewMenuFullView

CRM 2013 Quick View Menu with Multi-browser Support

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.

Multi-browser support tested with IE10+, Chrome, FireFox. Other browsers should work and this will be confirmed in the near future. If you have any issues with any browser please provide feedback.

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

QuickViewMenuOOB

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.