This blog article outlines how to integrate new entries in the SmartBar entity and SiteMap entry search field.
Requirements: SmartBar for MS CRM 2013
If you have added entities or sitemap-entries to your CRM organization after the installation of SmartBar for MS CRM 2013, they won't be available in the entity-search box of SmartBar. Please follow the steps below to integrate them.
1) Open the MSCRM-ADDONS.com Products overview in CRM
First, open the SmartBar dialog at the top of any CRM entity window. Then type in Products to get to the MSCRM-ADDONS.com Products-overview.
This action ópens the Active MSCRM-ADDONS.com Products-overview.
Next, select SmartBar with a double-click.
2) Delete the CBEntities-Settingskey
In the next window, search for the CBEntities-Settingskeys and delete it.
3) Restart the SmartBar Config
Now restart the SmartBar Config in the StartPane.
Select your profile to connect to the organization for which the entities have been added. Select the appropriate organization and click on the [OK]-button.
As soon as the connection and user rights have been verified, select the appropriate organization and click on the [Launch Config.]-button.
This action will open the SmartBar Server Config.-window. As soon as this window has been loaded, the process is completed. Now click on the [OK]-button in order to finish.
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