MS CRM 4.0 Rename or Remove Left Nav Bar Menu Items. Written by: Michael Thompson

 In MS CRM 4.0 have you ever wanted to rename or remove Left Nav links on an entity only to find the OnLoad script fails when trying to use the preview function on the form designer? 

In many CRM installs companies prefer to not use the Microsoft CRM product catalog so that Write-In Products is really the list of products (on a Quote for example) and Existing Products never has anything listed under it.  Thus they would prefer to eliminate the Existing Products link in the left nav area, and rename "Write In Products" to "Products" or possibly "Line Items."

The scripts below rename the Write-In Products link and remove the Existing Products link.  They also check to see if the link exists before going through the function, thus preserving the preview functionality of the form designer (if you preview a form without running this check, then the preview will throw and error).  This rename also avoids going to the server to pull icons as many other scripts do.  Note in the rename function a line is repeated twice.  No it is not a mistake, it is needed.  The rename function passes in 3 parameters (navName, Display text, name you want displayed).  You will probably need something like IE Dev toolbar to be able to find the navName.

 

/* Retext/Rename Left Nav Display links. */

function leftNavRename(leftNav, oldName, newName)

{

    var navItem = document.getElementById(leftNav);

    if(navItem  != null)

    {

        navItem.innerHTML = navItem.innerHTML.replace(oldName, newName);

        navItem.innerHTML = navItem.innerHTML.replace(oldName, newName);

    }

}

leftNavRename ('navWriteInProducts','Write-In Products','Products');

 

 

/* Remove Left Nav bar links */

function leftNavRemove(lNav)

{

    var lNavItem = document.getElementById(lNav);

    if (lNavItem != null)

    {

        lNavItem.parentNode.style.display ='none';

    }

}

leftNavRemove('navExistingProducts');

Re: MS CRM 4.0 Rename or Remove Left Nav Bar Menu Items.

Yes you can, most NAV items can have displayed text changed using the function. You must know the ID of the part you wish to change (the reason for the IE Dev Toolbar reference above). Here is how the onload function would look.

function leftNavRename(leftNav, oldName, newName)
{
var navItem = document.getElementById(leftNav);
if(navItem != null)
{
navItem.innerHTML = navItem.innerHTML.replace(oldName, newName);
navItem.innerHTML = navItem.innerHTML.replace(oldName, newName);
}
}
leftNavRename ('_MIcomplete','Close Opportunity...', 'Complete Opportunity');