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Overview of Site Map Designer

To access the Site Map Designer for our Sales app, perform the following steps:

Log in to the Dynamics 365 Sales app with a user having System Customizer, System Administrator, or any appropriate security role to customize the site map.
Go to Settings | Solutions.
Create a new solution with the appropriate details. For example, we have created a solution with the name of Site Map Solution, the publisher as default publisher, and the version as 1.0.0.0.

We can also log in to the default Dynamics 365 - custom app and create a new solution and add the Sales App Site Map in it.

Click on Client Extensions and add Sales App Site Map in it, shown as follows:

We can go to Settings | Customizations and update the site map in the default solution as well. However, as a best practice, we should create a separate solution and add the required components that need to be customized in it.

Double-clicking on it will open the Sales App Site Map on the Site Map Designer for us to edit. The Site Map Designer canvas allows us to work with Area, Group, and Subarea components:

Within the designer canvas, we can Add, Cut, Copy, Paste, Clone, and Delete.

Let us look at these components in detail.