Shortcuts allow you to place child nodes throughout your portal’s sitemap that simply point to other nodes that exist in your sitemap, or to URLs external to your portal. In other words, while web pages, web files, events, and forums can all be considered “solid” nodes of your portal’s sitemap. They are added to your sitemap, and when you navigate to them, you see the actual content of those nodes directly. Shortcuts, on the other hand, can be considered ‘intangible’ nodes: they are also added to the sitemap (unlike weblinks, which are not), but when you navigate to them, you will end up seeing the content for the target “solid” node that the shortcut points to, with that content being rendered by the page template for that node.
Managing Shortcuts in the CRM
Creating, editing, and deleting shortcuts can be done within Microsoft Dynamics CRM.
- Login to CRM
- Navigate to Portals
- Click Shortcuts
To create a Shortcut:
- Click New
To edit an existing Shortcut:
- Double-click on the existing Shortcut listed in the grid
- Specify values for the fields provided
- Click Save & Close
Attributes & Relationships
|Name||A Descriptive Name for the shortcut. Internal to CRM.|
|Website||The website that the shortcut belongs to.|
|Parent Page||The parent web page of the shortcut entity in the sitemap. The shortcut will be added to the sitemap as a child of this page.|
|External URL||Target of the shortcut to a URL of a non internal resource.|
|Web Page||Target of the shortcut to an internal web page.|
|Web File||Target of the shortcut to a web file.|
|Event||Target of the shortcut to an event.|
|Forum||Target of the shortcut to a forum.|
|Title||The title for the shortcut. This is the name that will appear in the sitemap and child navigation view areas. If left blank, the title (or name) of the target entity will be shown instead.|
|Description||A description to appear in child nav views. Optional.|
|Display Order||The front-side editable order that the shortcut will appear in sitemap and child nav views, in relation to other nodes in the site map.|
|Disable Shortcut Target Validation||If unchecked, the security of the shortcut will be based on the target. Otherwise, it will be based on the parent. For more details, see "Security" below.|
Security for shortcuts can be based either on the parent page of the shortcut, or on the target of the shortcut. This will determine whether or not the shortcut will be visible in the sitemap. Naturally, if security is based off of the parent, then write access of the target of the shortcut will still determine whether front-side editing will function once the shortcut has been used to navigate to the target of the shortcut. Therefore shortcut security only affects navigation, as well as edit rights for front-side editing of shortcuts. Which security method is used is specific to the shortcut – if you leave the Boolean value “Disable Shortcut Target Validation” unchecked, the security of the shortcut will be based on the target. Otherwise, it will be based on the parent.
Once the shortcut entity has been created, it will appear in your website.
In the above example, Basic Site has two additional pages, Page One and Page Two. Page Two Is a Child of Page One, which is a Child of the Home Page. Additionally, there is a shortcut that is a child of the Home page which points to Page Two.