This article is part of our Microsoft Feature Review Series. These short, to the point blogs offer a quick snapshot of information for users who need a quick overview of a feature, how it's managed or configured, some insight into how a business or organization can use it, and links to resources or tutorials for a deeper dive.


The navigation of Dynamics products remains mostly consistent through the various applications. The system includes a static set of navigational items along the left side of the application. Here we find the various areas we're working in: Accounts, Contacts, Opportunities, Dashboards, and any other part of the system we determine as useful. These are referred to as "Subareas," which we'll touch on momentarily.

While the left navigation placement is static, you can configure the apps within them to include the system tables and areas as your users need them.

Configuring Dynamics 365 App Placement

At the bottom of the form, we find the 'Area' selector. An app can have multiple Areas. In the sample below, you see I'm in the 'Service' area (indicated by the checkmark) but can navigate to the Service Management, Scheduling, or Help and Support Areas.

 

How to Configure the Sitemap App

You can configure the Sitemap App using the Sitemap Designer, which is found in the Model-Driven App.

Breakdown of Areas, Groups, and Subareas

You can add or move areas around by dragging the area, group, or subarea to a new location within the designer.

For more information on how to configure the sitemap, read this Microsoft Doc.

The sitemap is a critical aspect of user adoption and engagement. If a system has too many unnecessary buttons—or the buttons it does have are in an illogical or difficult to understand order—a user can become confused, frustrated, or, worst of all, withdrawn from the system altogether.

Set up your workspace within Dynamics 365 intentionally. Reach out to C5 Insight if you have questions or need help configuring your Dynamics 365 account.