Symptom

You are unable to find the "Relationship Insights" option under Settings in your Dynamics 365 organization. 

Cause

This can be the result of customization to your navigation menu (sitemap). A customization can be applied from a solution or an administrator could have explicitly edited the sitemap xml, or used the sitemap designer to remove this.  

Resolution

You can add the "Relationship Insights" option under Settings by editing the sitemap within the sitemap designer or XML editor. Choose one of the following options:

From Sitemap Designer  

  1. Access your Dynamics 365 organization as a user with the System Administrator or System Customer role.

  2. Navigate to Settings, Customization, and then click Customize the System.

  3. Click Client Extensions, click Sitemap, and then click Edit

  4. Click the Settings area. 

  5. Click the Business group.

  6. Click + Add and then click Subarea.

  7. Click the Type dropdown and select URL.

  8. Copy and paste the following value into the URL field:

    /_static/tools/RelationshipIntelligenceConfig/UnifiedConfig.html

  9. In the Title field, type Relationship Insights.

  10. For the Icon option, select the following option if it is available or select the default icon or any other icon: /_imgs/area/Relationship_Intelligence_16.png.

  11. Use the following value for the ID value:  nav_relationshipIntelligence

  12. Click Save and then click Publish.

  13. Close the sitemap designer 

  14. Within the Solution dialog, click Publish All Customizations.

  15. Logout and log back into the organization

From XML editor  

  1. If you prefer to export your sitemap customizations and edit them manually, make sure you have the following entry in your sitemap xml:

  • <SiteMap>

  • <SiteMap IntroducedVersion="6.0.0.0">  

  • <Area IntroducedVersion="6.0.0.0" ShowGroups="true" Icon="/_imgs/settings_24x24.gif" DescriptionResourceId="Settings_Area_Description" ResourceId="Area_Settings" Id="Settings">  

  • <Group IntroducedVersion="6.0.0.0" DescriptionResourceId="Menu_Label_Business" ResourceId="Menu_Label_Business" Id="Business_Setting">  

  • <SubArea IntroducedVersion="8.0.0.0" Icon=”/_imgs/area/Relationship_Intelligence_16.png" DescriptionResourceId="RelationshipInsights_SubArea_Description" ResourceId="Homepage_RelationshipInsights" Id="nav_relationshipIntelligence" Url="/_static/tools/RelationshipIntelligenceConfig/UnifiedConfig.html" AvailableOffline="false"/>  

  1. After importing the sitemapxml, make sure to publish customizations.

  2. Logout and log back into the organization.

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