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 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.

CRM 2011 Tools by Tanguy Touzard CRM MVP

Nobody has produced more CRM 2011 tools than fellow CRM MVP Tanguy Touzard. There are a number of CRM 4 tools Tanguy has created as well which you can find on his blog and codeplex.

You can find his blog here http://mscrmtools.blogspot.com

The list of CRM 2011 tools that can be found on codeplex so far include

SiteMap Editor for Microsoft Dynamics CRM 2011

Ribbon Browser for Microsoft Dynamics CRM 2011

JavaScript Web Resource Manager for Microsoft Dynamics CRM 2011

View Layout Replicator for Microsoft Dynamics CRM 2011

Searchable Property Updater for Microsoft Dynamics CRM 2011

Let’s thank Tanguy for his hard work and for sharing these great tools with the CRM community.

You can also find these tools along with more development resources for Dynamics CRM on the Microsoft Dynamics CRM TechNet Wiki here http://social.technet.microsoft.com/wiki/contents/articles/microsoft-dynamics-crm-2011-development-resources.aspx