PowerSearch can be embedded anywhere into CRM SiteMap. For example, this can be done by using the XrmToolBox. For free download, please click here.
How to embed PowerSearch in the CRM navigation bar
Extract the XrmToolBox .zip file and run XrmToolBox.exe.
In the next window, select the SiteMap Editor from the list.
Click on the [Yes]-button when the following question box appears:
The connection should be displayed in the next window. If there is no connection displayed, please click on the [New connection]-button.
In the so opened Connection dialog, insert the required information to build up a connection to your CRM system, click on the [Get Orgs.]-button in order to retrieve all available organizations and select your preferred organization. Press the [OK]-button to proceed.
Your tree-view should look like the one below. You can select any SiteMap Area you want. For our example, we decided to add PowerSearch to Group (My Work).
Please set the following properties for Icon and Url at the right side:
· Icon: $webresource:ptm_PowerSearch/img/primeIcon32x32.png
· Url: $webresource:ptm_PowerSearch/MainPage.html
Press F5 in order to refresh the page. Your CRM could (depending on your settings) look like this now:
Figure 11: Configurated SiteMap
Click on PowerSearch in order to open PowerSearch. If your CRM does not look properly, please simply restart your browser session. Should the error persist, please send a description/screenshot of the error to email@example.com
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