This article shows you how to add one or more instances of the Veelo content library to your Dynamics Site Map. This is not the Guided Selling® interface, which can be embedded in Accounts, Leads, Opportunities, and Contacts. This free-standing section lets your users browse and search all your Veelo content.
- Go to the Settings menu, then click on Customizations.
- Click on Customize the System.
- Select Client Extension from the Component Type dropdown menu.
- Double-click on Site Map to open the Sitemap Designer.
- Select the area and group in which you would like to place the Veelo tab, and click Add, then Subarea.
- This will open a form on the right. Fill out the form as follows:
- Type: Web Resource
- URL: Veelo Tab
- Title: Veelo
- Icon: VeeloLogoInverse32x32
- Save the new subarea, and publish your new Site Map.