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CRMVC_UI_WEB_L - Define Web Links

CRMVC_UI_WEB_L - Define Web Links

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In this Customizing activity, you can define Web links and widgets that can be displayed in Favorites content blocks on the Home page of a business role.

Web links are simple URLs that are displayed in a separate window in the CRM WebClient. Widgets are graphical objects that show dedicated information, typically from an external source.

The end user can personalize Web links and widgets under the Favorites settings on the central personalization page in the CRM WebClient. However, these settings are only available if the necessary Customizing settings at business role level have been performed beforehand.

To make Web links and widgets available in the Favorites content block on the Home page of a business role, Web link groups and widget groups need to be assigned to the corresponding function profiles of a business role, in the Customizing activity Define Business Role. The function profiles to be used for Web links and widgets are, respectively, EXT_WEB_LINKS and WIDGET_LINKS.

  1. Define Web links
You can enter the Web link ID, title and description, and a URL. The Web link type is either an external link or a widget.
  1. Define external link groups
You can enter an external group ID and a description.
  1. Assign external links to groups
You can assign Web links to selected external link groups.
  1. Define widget groups
You can enter a widget group ID and a description.
  1. Assign widgets to widget groups
You can assign widgets to selected widget groups.






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