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How to launch PowerSearch in Dynamics 365 UCI

This article shows different ways how you can launch PowerSearch. It also describes how you can add Sitemap entries linking to the PowerSearch page manually.

This article is valid for Dynamics 365 v 9.x UCI only.

  

Global Button

PowerSearch can be launched via the global button.

If the “PowerSearchPluginGlobalButton” solution is installed, you can find the search icon in the header menu. This is available in all apps.

 

 

 

“PowerSearchPluginGlobalButton” solution version 2018.2 or higher is required. The newest version can be downloaded via our website here.  


Sitemap Link

With the installed “PowerSearchPluginConfig” solution Sitemap entries are added automatically to the “Sales” and “Service” sections of the default application (Dynamics 365 - custom).

 

To add PowerSearch to different areas or a different apps, use the Dynamics 365 built in Sitemap Designer. More information can be found here

Once opened, add a new “Subarea” to the preferred place.

 

 

Select the following options in its “Properties” area:

Type: Web Resource

URL: ptm_PowerSearch/MainPage.html

Title: PowerSearch

Icon: ptm_PowerSearch/img/searchIcon16x16_black.svg

 

Should one of the web resources not be available or should the result not be correct, make sure that you have installed the “PowerSearchPluginCore” solution version 2018.24 or higher. The newest version can be downloaded from our website.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

 




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