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MSD CRM Updates

Web Links in Dynamics 365 for Customer Engagement

Web Links in Dynamics 365 for Customer Engagement set is a group of links such as primary navigation or a group of footer links. Web link sets allow the internal links, regardless of placement in the site map, and external links to be grouped together and ordered.

The Web link can either link to any of the URL or it can link to another web-page within the same website. When a web link is to a web-page, the security and the publishing state of the web-page will apply to the web link as well. Web links are always part of the web link set.

A website is the core entity of Dynamics 365 for Customer Engagement application. The application selects a single Website record, and this determines what portal entities – web pages, web files, web links, web roles, content snippets, etc. – are applicable to this application.

For Dynamics 365 for Customer Engagement users, once the portal customizations have been imported into the Dynamics 365 for Customer Engagement organization, web links can be managed from a web link set.

  • Sign in to the Microsoft Dynamics 365 for Customer Engagement.
  • Go to Portals > Web Link Sets.
  • To create a new web link set, click New.
  • To edit the existing web link set, select the web link set name.
  • Enter appropriate values in the fields.
  • If you create a new web link set, click Save to save the record so you can add web links.
  • Select the down arrow next to your web link set the name at the top of the screen, and then select Web Links.
Web Links in Dynamics 365 for Customer Engagement

Web links

  • To create Web Links in Dynamics 365 for Customer Engagement, select Add New Web Link.
Add web link

Add web link

  • To edit the existing web link, select the web link name.
  • Enter appropriate values in the fields.
  • Save the changes.

To modify a web link set, you need the appropriate permissions and the web link set you want to modify must be part of the page template.

  • Point to the web link set and click the Edit button that appears.
Edit

Edit

A dialog box appears with a list of web links that can be reordered or removed, and an option to add the new links.

Edit dialog box

Edit dialog box

  • To reorder the web links, utilize the move icon to drag and drop the web links.
  • For editing a web link, select the paper & pencil icon.
  • To delete a web link, click the red minus icon.
  • To add a new web link, click the row with the green plus icon.
  • Enter a name for the web link.
  • From the Page list, select the page you want to link.
  • Select Save.

Web link sets can support a multilevel tree of the web links. This allows the creation of the multilevel link menus and the navigation elements.

Links can be moved to their desired level and the position using drag-and-drop, in the same way that they are re-ordered. The light blue placeholder indicates where the link will be dropped. Any light yellow placeholders that appear during the drag indicate that web link above has no child links, and the dragged web link can be dropped here to make it a child of that link.

The table below explains many of the standard Web Link Set properties used by the portals. It is necessary to note the way in which many of the content or the display-oriented properties are rendered is controlled by the page template used.

Name Description
Name The descriptive name of web link set. This value usually describes the placement of the set in the page template such as the Primary Navigation. This field is required.
Website The website to which the entity belongs. This field is required.
Title An optional title for web link set. This value can be used on the portal if it’s part of page template. It could be something like Our Partners and be displayed in the side bar.
Copy An optional description for web link set. This value can be used on the portal if it’s part of page template. It could further describe something like Our Partners in the side bar.

 

When a web link is to a web-page, the security and the publishing state of the web-page will apply to the web link as well. This validation can be disabled using the Disable Page Validation option. Users with content management permissions may be granted the ability to use the Preview Mode, which allows these users to see (preview) unpublished content.

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