https://support.mscrm-addons.com/knowledgebase/smartbar-for-dynamics-365-navigation-item-not-found-error-in-new-uci

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This article describes how you can create an mscrm-addons.com Application User for your Dynamics 365 organization. Further on it shows how you can use this user to connect via DocumentsCorePack Server and Client (App Access).

This article is valid for Dynamics 365 Online only.

Required Dynamics 365 Solution

First, make sure that you have the required “MSCRMADDONScomGeneral” solution installed. To do so, open Dynamics 365 -> Advanced Settings -> Settings -> Solutions

Check if a solution named “MSCRMADDONScomGeneral” exists and if its version is 2020.22 or higher.

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Figure 1: MSCRMADDONScomGeneral solution found but version too old

If the solution does exist and if its version is up-to-date, you can skip the next section. If not, as you can see in the figure above - the version is to old, you can download the solution file here.

Next, hit the [Import]-button, select the downloaded zip file (MSCRMADDONScomGeneral.zip) and follow the dialog.

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Figure 2: Select solution package dialog

How to register and create the Application User​

If you already have installed DocumentsCorePack follow this way: 

Open Dynamics 365 -> Advanced Settings -> Settings -> “MSCRM-ADDONS” area -> DocumentsCorePack. In the loaded configuration page navigate to the “License Server” tab and hit the [Enable App Access]-button as you can see in the figure below. 

Figure 3: Enable App Access

The Application User configuration will open.

If you have installed the General solution only or do not have access to settings area, follow this way:

Open the “CreateAppUser.html” web resource. Therefore, replace the “[Dynamics365ServerURL]” placeholder of the following link with your Dynamics 365 server URL and open it:

[Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html]

e.g. https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html

Both ways will open the Application User configuration page:

Figure 4: The Application User configuration page

Once opened, it tries to add your user domain name to the input field automatically. If the field is empty or the value is wrong, type in the domain name (email address) of an existing Dynamics 365 user. Hit “Start” to perform the steps described in the dialog.

Next a new window pointing to “https://login.microsoftonline.com/...” will open. It shows a Microsoft Online connection dialog. If the window does not open, check your popup blocker. Login with an Azure Active Directory administrator.

Figure 5: Microsoft Online connection dialog

To register the mscrm-addons.com application, hit accept in the next dialog:

Figure 6: Register the mscrm-addons.com application

Once done, you will be redirected to our the mscrm-addons.com website.

Figure 7: Redirection to the mscrm-addons.com website

If the page shows “The enable process has been successful” go back to the dialog. Hit the [Enable]-button to continue.

Figure 8: Hit Enable to finish the process

If the process was successful, you will see the following message:

Figure 9: Message if process was successful

Please note: You will need this “Security Token” in the connection dialog shown in the next sections. For each Dynamics 365 user a different “Security Token” is generated.

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How to get the Security Token

To retrieve the “Security Token” again or a different Dynamics 365 user needs his token to connect, just reopen the same page as shown above (section “How to register and create the Application User”).

The page always shows the “Security Token” for the currently logged in Dynamics 365 user.

If the current user is a Dynamics 365 admin, the page shows the “Security Token” of the “MSCRMADDONScom.ApplicationUser” application user in addition.

Here the direct link again: [Dynamics365ServerURL]/webresources/ptm_general/applicationuser/CreateAppUser.html

e.g. https://crm875916.crm.dynamics.com/webresources/ptm_general/applicationuser/CreateAppUser.html

Result if logged in with a Dynamics 365 admin user (“admin@CRM875916.onmicrosoft.com”):

Figure 10: Result if logged in with a Dynamics 365 admin user

Result if logged in with a default Dynamics 365 user (“alans@CRM875916.OnMicrosoft.com”):

Figure 11: Result if logged in with a default Dynamics 365 user

Please note: The minimum permission for a none admin user is the “global read permision on the systemuser entity”. If the current user does not have this privilege, the page will show an error:

Figure 12: Error without minimum permission

Request new License for AppAccess

If you are in trial mode and do not have a DCP license yet, you can skip this section.

For the AppAccess connection a new license key for both the DCP server and the DCP client is required.

Before you change the connection to AppAccess contact our support (support@mscrm-addons.com)  with the subject: “Update license for AppAcceess support”. Further on provide the ID and the unique name of your Dynamics 365 organization. Both can be found in -> Dynamics 365 -> Advanced Settings -> Settings -> Customizations -> Developer Resources -> “Instance Reference Information” section -> look for “ID” and “Unique Name”

More information can be found here. 

Use App Access via DCP Online Service Config

 (minimum required DocumentsCorePack Service version is 2020.12)

Create a new DocumentsCorePack online service or update an existing one as usual. More information can be found in the corresponding user guide.

In the “Connection Profile” select “App Access” instead. To do so, hit on “Connection Profile” as you can see below. 

Figure 13: Open the connection profile

In the opened dialog select “App Access”. Then the following info box will occur. It contains a link to this article. Hit the [Ok]-button to continue.

Figure 13: App access

Next, define the “CRM URL” and the “Username”. And paste the “Security Token” mentioned before (Please note: It has to be the correct token fitting to the defined Username).

Then hit the [Retrieve Organizations]-button and if an organization was found, continue with "Very Connection & Save Profile” as you can see in the figure below. 

Figure 15: Create CRM connection profile

If this process was successful, continue as usual.

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Use App Access via DCP Client (Template Designer)

(minimum required DocumentsCorePack Client version is 10.1)

Install the DCP Client or change the connection of an existing installation as usual. More information can be found in the corresponding guide. 

When you reach the “Connection Dialog” make sure to select “AppAccess”. Then define “Dynamics 365 Server-Url” and“Username”. Next, hit on the [Retrieve all Organizations]-button.

Figure 16: Specify your connection details 

A small new dialog will pop up. Enter the “Security Token” fitting to the “Username".

Figure 17: Enter security token

If the process was successful you will see one retrieved organization. Hit [OK] to connect. 

Figure 18: Connection setup

Continue as usual.

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

This article describes the differences between SmartBar button area and SmartBar menu counting and how these can be configured.

SmartBar button area
Shows SmartBar buttons/tiles in a defined place on a Dynamics 365 record-form. 

Figure 1: SmartBar button area

This has to be configured directly within Dynamics 365. More information can be found in the corresponding SmartBar guide on page 22. 

Dynamics 365 menu counting
Shows the number of related records directly in the Dynamics 365 menu. 

Figure 2: Dynamics 365 menu counting

This has to be configured via the SmartBar Desktop config. More information can be found in the corresponding SmartBar guide on page 13. 

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

 

 

This article outlines how you can activate the Power Dialing functionality of TelephoneIntegration for Dynamics 365. The steps described are relevant if you installed TelephoneIntegration from Microsoft AppSource or if you use the Web Configuration.

Enabling this feature will enhance the Campaign Activity entity with an additional “Power Dialing” form section. And will add the “Create Power Dialing list” button to the entities Account, Contact and Lead.

After enabling the Power Dialing setting inside the Web Configuration you will have to install the TelephoneIntegrationPowerDialing solution.

Please follow these steps to install the solutions:

• Download the solutions zip file (Download Link):
• Unzip the downloaded "TelephoneIntegration for Dynamics 365 v9_ExtendedSolutions.zip" file and you will find two solutions (TelephoneIntegrationPowerDialing.zip ,TelephoneIntegrationServerCore.zip)
• Open Dynamics 365 -> Advanced Settings -> Settings -> Solutions -> hit “Import”
• I​n the popping up dialog select the “TelephoneIntegrationServerCore.zip” file and follow the wizard.
• Once done, reproduce this process. This time select the “TelephoneIntegrationPowerDialing.zip” and follow the wizard.​

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Note: Please check that the version contained in the update is bigger than the one you currently have installed and if it’s really necessary to import the solution. In this example we have the same solution already installed and therefore we will not need to import this solution.

This article outlines how you can activate extended features of SmartBar for Dynamics 365.
Steps described here can be necessary after installing SmartBar from Microsoft AppSource or after a manual solution import.


Warning messages or notifications

If you get one of the underneath warning messages or notifications it is an indicator that the “SmartBarServerExtension” solution is not installed.

 


Please follow these steps to install it:
  • Download the SmartBarServerExtension.zip file (Download Link):
     

  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “SmartBarServerExtension.zip” and follow the wizard.

After refreshing the Dynamics 365 page the functionality should be available.


Support
In case of any questions or problems please do not hesitate to contact our support: Support Link

This article outlines how you can activate extended features of PowerSearch.
Steps described here can be necessary after installing PowerSearch from Microsoft AppSource or after a manual solution import.


Warning messages or notifications

If you get one of the underneath warning messages or notifications it is an indicator that the “PowerSearchPluginExtension” solution is not installed.

 
Figure 1: Message from webpage 

Please follow these steps to install it:
  • Download solutions and extract the zip file (Download Link):
   
  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “PowerSearchPluginExtension.zip” and follow the wizard.

After refreshing the Dynamics 365 page the functionality should be available.


Missing PowerSearch button

The [POWERSEARCH]-button is not available in the global Dynamics 365 menu.
 

This is the case if the „PowerSearchPluginGlobalButton” solution is missing in your organization.

Please follow these steps to install it:
  • Download solutions and extract the zip file (Download Link):
   
  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “PowerSearchPluginGlobalButton.zip” and follow the wizard.

After refreshing the Dynamics 365 page the functionality should be available.


Support
In case of any questions or problems please do not hesitate to contact our support: Support Link

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

This article outlines how you can activate extended features of ActivityTools.
Steps described here can be necessary after installing ActivityTools from Microsoft AppSource or after an update to a newer version of AT.

1. Warning dialog after hitting a button on the ActivityTools UI (e.g. “NEW ACTIVITY” or “CLOSE”)​

Figure 1: Message from webpage
 
This dialog appears if the “ActivityToolsPluginExtension” Dynamics 365 solution is missing. 
Please follow these steps to install it:
  • Download solutions and extract the zip file (Download Link): 

(Please note: These solutions are compatible with the ActiviyTools Version on AppSource (2020.1). If you have downloaded ActivityTools from our Website, take the solutions from the download package instead)

  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “ActivityToolsPluginExtension.zip” and follow the wizard.

After refreshing the Dynamics 365 page the functionality should be available.


2. Dynamics 365 Notification through ActivityTools OnLoad script (extend Social Pane)

Figure 2: AT notification OnLoad script
 
First, ensure that the “ActivityToolsPluginExtension” solution is installed. Please see Point 1 “Warning dialog  ...” (one chapter above).
Then use the new from onLoad script (ptm_ActivityTools/Extension/js/onload.js) instead of the existing one:

  
Figure 3: Form properties 

Save and publish the form and it will work again.


3. Missing demo forms for account and contact entity

 
Figure 4: AT Demo

Do be able to use the ActivityTools demo form you need the “ActivityToolsPluginDemo” solution.

Please follow these steps to install it:
  • Download solutions and extract the zip file (Download Link):

(Please note: These solutions are compatible with the ActiviyTools Version on AppSource (2020.1). If you have downloaded ActivityTools from our Website, take the solutions from the download package instead)

  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “ActivityToolsPluginDemo.zip” and follow the wizard.

Thereafter the forms will be available for account and contact.
PLEASE NOTE: These demo forms are for demo purpose only! Do not install them for a use in production!

Support​
In case of any questions or problems please do not hesitate to contact our support: Support Link

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

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With the latest Dynamics 365 update there was a change in the web endpoint behavior.

If our add-ons try to execute a JavaScript fetch request, it will fail and you will get errors like:
“error get user privileges: Invalid XML” or “500 (Internal Server Error)” or anything similar.

This article shows how to check if this is the reason for the error and how it can be resolved.

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Ensure that this is the reason

Please check the following:

First: Web browser -> CRM -> Settings (wheel) -> About
The version must be 8.2.1.207 or higher

Second: Web browser -> CRM -> Settings -> Solution -> look for “MSCRMADDONScomGeneral”
Its version must be in the range from 2017.1 to 2017.6

If both is the case, please follow the instructions of this article. Otherwise, please contact or support. 


How to solve

For organizations WITH ActivityTools installed
Just update to the latest ActivityTools version (2017.8) from our website:
http://www.mscrm-addons.com/language/en-US/Downloads/Download-ActivityTools-for-MS-CRM-2015-2016

For organizations WITHOUT ActivityTools
Please update to the latest General solution manually:
To do so, download the MSCRMADDONScomGeneral solution version 2017.7:
http://62.99.232.162/General/2017.7/MSCRMADDONScomGeneral.zip

Then open CRM -> Settings -> Solutions -> Import -> follow the wizard in order to import the solution.
It will tell you that a same named solution is already installed. At this page just ensure that “Stage for upgrade” is NOT checked.


In case of any questions or problems, please contact our support: support@mscrm-addons.com

To successfully integrate our products with custom entity-forms, the navigation configuration has to be applied manually.

This article describes, how MS Dynamics CRM Menu Navigation Links can be added manually to DocumentsCorePack and ActivityTools.

PLEASE NOTE 

• Adding the link will NOT install the product! Insert links only for products that have already been installed or that you are installing at the moment.
• When you decide to uninstall the product, these links have to be removed manually as well. They do not affect Microsoft Dynamics CRM in a bad way, but users will be redirected to dead links, if you forget to delete them.

How to add a navigation link

To do so, open a Microsoft Dynamics CRM record in which you want to add the navigation link. In our example, we use the record Contact. 

Then, click on FORM.

Figure 1: Open record in MS Dynamics CRM

The command bar shown in Figure 2 will open. Click on Navigation and then on INSERT. 

Figure 2: Click on navigation and insert

Thereafter, the ribbon will change and will show the [Navigation Link]-button. Click on it...

... in order to open the Navigation link Properties. Here, you can define the properties of the new menu-entry.

Name: Defines the display name of the entry

Icon: Defines the icon of the entry (not required)

Web Resource: Defines the web resource which should be loaded when you click on the link. Every web page has as specific web resource.

• DocumentsCorePack FileExplorer: “ptm_WebApplicationPreloaderDCPFX”
• ActivityTools: “ptm_ActivityTools/MainPage.html”

Hit “OK” in order to proceed.

Figure 4: Navigation Link Properties

Then click on the [Save]-button and afterwards on the [Publish]-button.

Figure 5: Save and Publish button

After reloading the CRM record, the new menu-entry should be visible:

Figure 6: New menu entry

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

This article describes how to define custom parameters for embedded ActivityTools pages (For example to pre-filter activity types).

When embedding ActivityTools in a CRM form, you have the possibility to insert custom parameters in Custom Parameter (data):

Figure 1: Web Resource Properties

The defined parameters only effect the current ActivityTools page.

The structure is:  [name of key]:[value of key];[name of next key]….. (e.g. “activitytypes:phonecall,email;lockactivitytype:true”)

The following keys can be used:

activitytypes

Define one or more activity type names separated by ”,”. Only activities of these types will be shown, when ActivityTools has loaded (e.g. activitytypes:email,phonecall).

Please Note: If the configured activity types does not result any activity records, users won’t be able to change the types within the Activitytools page!

lockactivitytype

Give it the value true if the activity type filter should not be changeable (lockactivitytype:true).

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