After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created. Such a button shows the number of records related to the selected view. A click on the button navigates you to this view. This step-by-step tutorial outlines how this is done quick and easy.
1) Please make sure that SmartBar has been embedded via the MainPaige.html into a CRM form or dashboard.
2) Next, load its configuration. To do so, click on the [Settings]-button in the SmartBar.
Figure 1: Open the SmartBar Configuration
3) In the config that pops up now, please click on the [Add]-button in order to add a custom button.