[TIP] How to Modify the Primary Navigation in a Dynamics 365 Portal

 

How to Modify the Primary Navigation in a Dynamics 365 Portal

Introduction

This updated article focuses on modifying the "Primary Navigation" in a Dynamics 365 Portal. This is an out-of-the-box Web Link Set that controls the main navigation menu. You will learn how to update existing links or add new Child Links to customize your portal's navigation.

Prerequisites

• Access to your Dynamics 365 environment
• Admin rights on the Dynamics 365 Portal

Steps

1. Access Portal Management

1. Log in to your Dynamics 365 environment.
2. Navigate to Portal Management.

2. Locate the "Primary Navigation" Web Link Set

1. Inside Portal Management, go to Web Link Sets.
2. Find and click on the "Primary Navigation" Web Link Set.

3. Go to the Links Tab

1. With the "Primary Navigation" Web Link Set open, navigate to the Links tab.
2. Identify the menu item you want to modify or where you want to add a new Child Link.

4. Modify or Create New Links

1. Open the Web Link you wish to modify, or click Add New Web Link to create a new one.
2. Fill out the Name, Web Link Set, Publishing State, and any other relevant details.
3. Save the Web Link.

4.1 Work with Child Links (Optional)

1. If the Web Link has Child Links, navigate to the Child Links tab.
2. Here, you can either modify existing Child Links or add new ones by clicking Add Existing Web Link.

5. Save Changes

Conclusion

By following these revised steps, you should successfully modify the "Primary Navigation" Web Link Set in your Dynamics 365 Portal. After saving your changes, the portal will automatically synchronize to reflect the updates. Always test your changes thoroughly to ensure they are implemented as expected.