Add the sales accelerator site map entry to custom app

Know how to add the sales accelerator site map entry to your custom app.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing
Security roles	System Administrator See Predefined security roles for Sales

Note

Enable sales insights in your organization before you add the site map to your custom app.

Open your custom app in the app designer. In the following example, the custom app Sales SandBox is opened.
Open the site map designer. Select the pencil icon corresponding to the Site Map section.
Select the area in which you want to add the work list entry and then select Add > Subarea.

In the following example, subarea entry is added to the Sales area under Sales records.
Select New Subarea and go to the Properties tab.
In the subarea properties, enter the following values:
- Choose Type as URL.
- Enter the URL value as /main.aspx?pagetype=control&controlName=MscrmControls.AcceleratedSales.AnchorShellControl.
- Enter the Title (1033) for the entry. For example, Sales accelerator.
- Select the Icon to use in the sitemap. For example, use default icon salesacceleration.svg.
- Enter the ID field with a unique ID value. For example, SalesAccelerationInstance.
(Optional) To show or hide the section only to enabled users, go to Advanced and then select Privileges. In the Entity dropdown list, select Work Queue record.
Save and publish the sitemap. The work list site map entry is added to your custom app.

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.