Sitemap Editors for Dynamics CRM 2013

I’ve started using a couple of different sitemap editors in my projects for CRM 2013. These tools help to streamline the sitemap editing process by letting you connect directly to your CRM server and push out updates. This saves you the hassle of having to; package your sitemap into a solution, downloading it, unzipping it, opening it, editing it, re-zipping it, re-installing the new sitemap solution. – Tedious.

1. The XrmToolbox (Formerly SiteMap Editor) by Tanguy. It is available for download HERE
2. The CRM Sitemap Editor (part of the CRM Solution Manager) by Simpler Software. It is available for download HERE

Both tools are free though Simpler Software has a paid CRM Solution Manager product as well.

XrmToolbox (Tanguy)

When you first download XrmToolbox and try to run it, you may get a warning dialog saying:

“Unable to find Windows Identity Foundation 3.5 on this computer. This program may not work properly. Do you want to continue?”

If so you will need to obtain Windows Identity Foundation 3.5 which is available for download HERE

Install Windows Identity Framework

Grab the right version for your machine (i.e. 32 bit vs 64 bit by checking the install instructions).

Once installed, it still needs to be enabled before it will work.

1. Hit your Windows Key on Windows 7, or swipe right on Windows 8.
2. Click in the Search
3. Type ‘Windows Features’ – which should reveal an option to “Turn Windows Features On or Off”
   

   Turn Windows Features On or Off

4. You’ll get a dialog box. Scroll down to the option for “Windows Identity Foundation 3.5″. Check the box.
   

   Windows Identity Foundation 3.5

5. Let your machine configure WIF3.5

Run XrmToolbox

1. After that you can head back to the folder where you unzipped XrmToolbox.
   

   Run XrmToolbox

2. Scroll down to to Sitemap Editor
   

   Using XrmToolbox Sitemap Editor

3. You will be prompted to connect to your organization first. Click ‘Yes’. (Note without Windows Identity Foundation 3.5 installed you will not be able to successfully connect to your organization(s))
   

   Connect To CRM Server With XrmToolbox

4. Click ‘New Connection’
5. Give your connection a name, and enter your log in credentials
6. Click ‘Get Orgs’
7. Once connected click ‘Load Sitemap’
   

   XrmToolbox Sitemap Editor Interface

8. Make your changes
9. Click ‘Update Sitemap’

CRM Sitemap Editor (Simpler Software)

This is another nice editor (though a little more visual). I like that it displays the icons for your entities.

It works much like the XrmToolbox Sitemap Editor.

1. Launch the application
2. Enter your log in credentials
   

   CRM Sitemap Editor

   

   CRM Sitemap Editor

3. Once connected you can download your existing site map, make edits, and upload the new one.
   

   CRM Sitemap Editor