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Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogGetting Started–Post AppSource Installation Steps on PowerSearchhttps://www.mscrm-addons.com/Blog/PostId/9957/getting-started-post-installation-steps-powersearchPS 2015 / 2016Wed, 30 Nov 2016 12:20:06 GMT<p>Thank you for deploying our MSCRM-ADDON PowerSearch to your environment! </p> <p>Still, there are a few brief steps that must be performed in order to finalize the setup.<br /> <br /> <strong>1) Assign the PowerSearch security roles</strong><br /> &nbsp; &nbsp; Please add the following role to your users:<br /> <em>&nbsp; &nbsp; &gt; MSCRM-ADDONS.com PowerSearch</em></p> <p><em></em><strong>2) Embed PowerSearch into your Microsoft Dynamics 365 environment<br /> </strong><strong>&nbsp; &nbsp; &nbsp;</strong>&gt; Open a random dashboard where you want to install PowerSearch into and click on the <strong><em>[Edit]</em></strong>-button<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Figure 1: Edit Dashboard" href="/Portals/0/Blog/Random%20Screenshots/PowerSearch_Dashboard.png?ver=2016-11-30-115850-363" width="590" height="377"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Random%20Screenshots/PowerSearch_Dashboard.png?ver=2016-11-30-115850-363_thumb.png" /> </a> </div> Figure 1: Edit Dashboard<br /> <br /> </p> <p>&nbsp; &nbsp; &nbsp; &gt; Next, add the ptm_PowerSearch/MainPage.html webresource to the forms <br /> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;and save and publish your customization<br /> <br /> &nbsp; &nbsp; &nbsp; &gt; Now configure your PowerSearch with a click on the <strong><em>[Open Config]</em></strong>-button <br /> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;in the General Settings-tab of the Getting Started Page.<br /> <br /> </p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Figure 2: Open the Config" href="/Portals/0/Blog/Random%20Screenshots/PowerSearch_Open_Config_Entities.png?ver=2016-11-30-120315-780" width="252" height="66"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Random%20Screenshots/PowerSearch_Open_Config_Entities.png?ver=2016-11-30-120315-780_thumb.png" /> </a> </div> Figure Figure 2: Open the Config <p> <br /> For further details, please watch our brief video on how to <a href="https://www.youtube.com/watch?v=HV8_QRS2UIc">Get Started with PowerSearch</a>! </p> <p><iframe width="420" height="315" src="http://www.youtube.com/embed/HV8_QRS2UIc"> </iframe> </p> Figure 3: Video on how to get started with PowerSearch <p><strong><br /> <br /> That&rsquo;s it!</strong> Thank you very much for your time! We hope you enjoy PowerSearch! </p> <p>Please also take our survey &amp; get 10 percent discount on your next purchase! </p>9957How to share PowerSearch Config recordshttps://www.mscrm-addons.com/Blog/PostId/9926/how-to-share-powersearch-config-recordsPowerSearch (PS),PS 2015 / 2016Mon, 08 Aug 2016 13:52:00 GMT<p>Once you have created some nice PowerSearch Config records, you may want other users or teams to work with them.</p> <p>To enable others to work with your Config, it is crucial to share your records. Before you haven&rsquo;t shared them, the Config records will not be visible for others.</p> <h5><a name="_Toc458425113"><span style="color: #000000;">Step 1: Open a random PowerSearch Config</span></a></h5> <p>To do so, navigate to <em>CRM Settings &gt; mscrm-addons &gt; PowerSearch</em>. In the window that opens now, switch to the <em>Configuration</em>-tab and click on the <em><strong>[Open Search Configuration]</strong></em>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f8%2fPower_Search_Config_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/2016%2f8%2fPower_Search_Config_1.png"></a><a title="PowerSearch Configuration tab" href="http://mscrm-addons.com/images/blog/files/2016%2f8%2fPower_Search_Config_1.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/images/blog/files/2016%2f8%2fPower_Search_Config_1.png" height="151" /></a></div> </p> <p><em>Figure 1:PowerSearch Configuration tab</em></p> <p>Now you get an overview to all your Config records. Select the entry you would like to share here.</p> <p>Next, click on the <strong><em>[Shar</em></strong><strong><em>e]</em></strong>-button. The button can be found in the <em>Command bar</em>.</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_add_user1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_add_user1.png"></a><a title="PowerSearch Config [Share]-button" href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_add_user1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="PowerSearch_Config_add_user1_thumb" src="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_add_user1_thumb_thumb.png" alt="PowerSearch_Config_add_user1_thumb" width="244" height="150" /></a></div> <br /> <em>Figure 2: PowerSearch Config [Share]-button</em></p> <h5><a name="_Toc458425114"><span style="color: #000000;">Step 2: Select</span></a><span style="color: #000000;"> a certain user or team</span></h5> <p>The next window enables you to select the users or teams you want to share the mscrm-addons.com PowerSearch Config with and to assign specific permissions to these users or teams. To select a certain user or team, click on the <strong><em>[Add User/Team]</em></strong>-button on the left side of the share mscrm-addons.com PowerSearch Config.</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button2.png"></a><a title="Share mscrm-addons.com PowerSearch Config" href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button2.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="PowerSearch_Config_Share_button2_thu" src="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button2_thu_thumb.png" alt="PowerSearch_Config_Share_button2_thu" width="244" height="96" /></a></div> <br /> <em>Figure 3: Share mscrm-addons.com PowerSearch Config</em></p> <p>In the so opened <em>Look Up Records</em>-dialog, look for a user or a team you want to share your <em>PowerSearch Configuration </em>with. Once you have found a good match, mark it. Then click on the <strong><em>[Select]</em></strong>-button and it will show up in the <em>Selected records</em> list. Click on the <strong><em>[Add]</em></strong>-button in order to proceed.</p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button3.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button3.png"></a><a title="Look up records window select user or team" href="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button3.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="PowerSearch_Config_Share_button3_thu" src="http://mscrm-addons.com/images/blog/files/PowerSearch_Config_Share_button3_thu_thumb.png" alt="PowerSearch_Config_Share_button3_thu" width="238" height="244" /></a></div> <br /> <em>Figure 4: Look up records window select user or team</em></p> <h5><a name="_Toc458425116"><span style="color: #000000;">Step 3: Assign permissions to selected users</span></a></h5> <p>Last but not least, you have to decide which permissions the selected users should get. You can select between the following possibilities: <br /> <br /> Read <br /> Write <br /> Delete <br /> Append <br /> Assign <br /> Share</p> <p>To assign a permission for a certain action, simply check the checkbox that is related to the action and click on the <strong><em>[Share]</em></strong>-button.&nbsp; <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/Power_Search_Conifg_Share_button4.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Power_Search_Conifg_Share_button4.png"></a><a title="Select permissions for users" href="http://mscrm-addons.com/images/blog/files/Power_Search_Conifg_Share_button4.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Power_Search_Conifg_Share_button4_th" src="http://mscrm-addons.com/images/blog/files/Power_Search_Conifg_Share_button4_th_thumb.png" alt="Power_Search_Conifg_Share_button4_th" width="244" height="151" /></a></div> &nbsp; <br /> <em>Figure 5: Select permissions for users</em></p> <p><strong>That&rsquo;s it! </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9926How to uninstall PowerSearch (Silverlight)https://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9923/how-to-uninstall-powersearch-(silverlight).aspxPowerSearch (PS),PS 2011,PS 2013,PS 2015 / 2016Tue, 02 Aug 2016 10:13:00 GMT<p>Since PowerSearch (Silverlight) 2015.102 is the last version of its kind, many users switch to the <a href="http://www.mscrm-addons.com/Products/PowerSearch">new version of PowerSearch</a>. Though this does not require the deinstallation of PowerSearch (Silverlight), some users might wish to do so anyway.</p> <p>However, it is very easy to uninstall PowerSearch (Silverlight), even if PowerSearch is already installed. Please follow this step-by-step tutorial to learn how it works.&nbsp;</p> <p><strong> <br /> Step 1: Open the solution overview </strong></p> <p>To uninstall PowerSearch (Silverlight) open the <em>Settings</em> in Microsoft Dynamics CRM, then click on <em>Solutions</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/Settings_thumb_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Settings_thumb_1.png"></a><a title="Settings" href="http://mscrm-addons.com/images/blog/files/Settings_thumb_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Settings_thumb" src="http://mscrm-addons.com/images/blog/files/Settings_thumb_thumb.png" alt="Settings_thumb" width="207" height="109" /></a></div> &nbsp; <br /> <em>Figure 1: Settings</em><a href="http://mscrm-addons.com/images/blog/files/Solutions123.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Solutions123.png"></a><a title="Open the solutions overview" href="http://mscrm-addons.com/images/blog/files/Solutions123.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Solutions123" src="http://mscrm-addons.com/images/blog/files/Solutions123_thumb.png" alt="Solutions123" width="244" height="96" /></a></div> <br /> <em>Figure 2: Open the solutions overview</em></p> <p>This action opens the Solution Overview.&nbsp;&nbsp; <br /> <a href="http://mscrm-addons.com/images/blog/files/Solution_overview_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Solution_overview_1.png"></a><a title="Solution overview" href="http://mscrm-addons.com/images/blog/files/Solution_overview_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Solution_overview" src="http://mscrm-addons.com/images/blog/files/Solution_overview_thumb_2.png" alt="Solution_overview" width="244" height="121" /></a></div> <br /> <em>Figure 3: Solution overview</em></p> <p><strong>Step 2: Look for PowerSearch</strong></p> <p>Once you have entered the Solution Overview, look for *PowerSearch in the Search field on the top. As you can see in Figure 3, there are 6 solutions alltogether that contain the item <em>PowerSearch</em>.&nbsp;&nbsp; <br /> <a href="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_1.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_1.png"></a><a title="Look for *PowerSearch" href="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_1.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Search_for_PowerSearch" src="http://mscrm-addons.com/images/blog/files/Search_for_PowerSearch_thumb_2.png" alt="Search_for_PowerSearch" width="244" height="87" /></a></div> <br /> <em>Figure 4: Look for *PowerSearch</em></p> <p>3 of these solutions belong to PowerSearch Silverlight, while 3 belong to the later version of PowerSearch.&nbsp;</p> <p>The solutions that belong to the new version of PowerSearch are very easy to recognize, because the word <em>Plugin </em>is always part of the solution.&nbsp;</p> <p>So all you have to do now is to delete the solutions that <strong>DO NOT</strong> contain the word <em>Plugin.</em></p> <p><strong>Step 3: Delete the PowerSearch (Silverlight) solutions</strong> </p> <p>To do so, simply check one of the solutions, then click on the <em><strong>[Delete]</strong></em>-button.&nbsp;</p> <p><span style="color: #ff0000;">Please note: You can only delete one solution after the other.&nbsp; <br /> It is of upmost importance to delete the solutions in the following order:</span></p> <p><span style="color: #4d4d4d;"><strong>1. PowerSearchConfig <br /> 2. PowerSearchCore <br /> 3. PowerSearchGlobalTab</strong></span></p> <p>&nbsp;<a href="http://mscrm-addons.com/images/blog/files/Delete_123.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Delete_123.png"></a><a title="Delete solutions" href="http://mscrm-addons.com/images/blog/files/Delete_123.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="Delete_123" src="http://mscrm-addons.com/images/blog/files/Delete_123_thumb.png" alt="Delete_123" width="244" height="130" /></a></div> <br /> <em>Figure 5: Delete solutions</em></p> <p><strong>That&rsquo;s it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9923How to install a license key via Web License Managerhttps://www.mscrm-addons.com/Support/Blog/tabid/165/PostId/9918/how-to-install-a-license-key-via-“web-license-manager-()”.aspxActivityTools (AT),AT 2015 / 2016,PowerSearch (PS),PS 2015 / 2016Fri, 24 Jun 2016 14:08:00 GMT<p>This article provides you with a step-by-step description on how to install your license key with the <em>web license manager</em>.</p> <p>The <em>web license manager</em>&nbsp;has been designed to facilitate the installation of license keys. As a consequence, it can be installed via your web browser.</p> <p>This kind of <em>web based license manager</em> will soon apply to all our products, except for <em>DocumentsCorePack Client</em>. At the moment, it only applies to <em>PowerSearch</em> and <em>ActivityTools</em>. <br /> <span style="color: #ff0000;">Please note: We use our addon <em>PowerSearch</em> for demonstrating purposes in the below step-by-step tutorial.</span></p> <p><strong>Step 1: Open the PowerSearch &ldquo;Web License Manager&rdquo; <br /> </strong>To do so, open your CRM <em>Settings</em>, navigate to the <em>MSCRM-ADDONS</em>-section and click on <em>PowerSearch. </em></p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1038.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1038.png"></a><a title="CRM Settings &gt; MSCRM-ADDONS &gt; PowerSearch" href="http://mscrm-addons.com/images/blog/files/image_1038.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1012.png" alt="image" width="244" height="94" /></a></div> <br /> <em>Figure 1: CRM Settings &gt; MSCRM-ADDONS &gt; PowerSearch</em>&nbsp; <br /> <br /> In the <em>PowerSearch</em> main configuration window, you will be provided with a few tabs that allow you to configure <em>PowerSearch</em> in general. As per default, the <em>Getting Started</em>-tab is displayed. Please navigate to the <em>Licensing</em>-tab.&nbsp;&nbsp; <br /> <a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started.png"></a><a title="PowerSearch main configuration window (Getting Started-tab)" href="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="PowerSearch_Getting_started" src="http://mscrm-addons.com/images/blog/files/PowerSearch_Getting_started_thumb.png" alt="PowerSearch_Getting_started" width="244" height="191" /></a></div> <br /> <em>Figure 2: PowerSearch main configuration window (Getting Started-tab)</em><strong>Step 2: Install your license-key <br /> </strong>In the so opened <em>PowerSearch Web License Manager</em>, you are provided with information regarding to your license. Please click on the <strong><em>[Install license]</em></strong>-button in order to install your license key.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing.png"></a><a title="PowerSearch main configuration window (Web License Manager)" href="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Power_Search_Licensing" src="http://mscrm-addons.com/images/blog/files/Power_Search_Licensing_thumb.png" alt="Power_Search_Licensing" width="244" height="177" /></a></div> <br /> <em>Figure 3: PowerSearch main configuration window (Web License Manager)</em></p> <p>You are provided with the <em>Install License</em> dialog. Use this dialog to install the license key for <em>PowerSearch</em>. Follow the instructions carefully and insert your license key in the provided text box. The license key can be found in the email you have received from our support team. If you have not received an email yet, please contact our support team (<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>).&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <br /> &nbsp;<a href="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background.png"></a><a title="Install license dialog" href="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border-width: 0px; border-style: solid;" title="Install_license_dialog_without_background" src="http://mscrm-addons.com/images/blog/files/Install_license_dialog_without_background_thumb.png" alt="Install_license_dialog_without_background" width="223" height="244" /></a></div> <br /> <em>Figure 4: Install license dialog</em></p> <p><span style="color: #ff0000;">Please note: There are two different ways to retrieve the license-key: <br /> </span> <br /> a) Open the email you have received from our support team and extract the attached&nbsp; <br /> .zip-file. Click on the <strong><em>[Select file]</em></strong>-button in the <em>Install license</em> dialog and select the unzipped .txt-file.&nbsp;&nbsp; <br /> <strong>OR</strong>&nbsp; <br /> b) Open the email and extract the attached .zip-file. Open the .txt-file and copy its content into the text box in the <em>Install License</em> dialog. (see Figure 4)</p> <p><strong>Step 3: Install the license-key</strong> <br /> To finish the installation, simply click on the <strong><em>[Install]</em></strong>-button in the Install license dialog.</p> <p>(Blog still being reviewed)</p> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div>9918Export–Import of PowerSearch Configuration Recordshttps://www.mscrm-addons.com/Blog/PostId/9916/msdyncrm-20152016-export–import-of-powersearch-configuration-recordsPowerSearch (PS),PS 2015 / 2016Tue, 21 Jun 2016 16:57:00 GMT<p>This article describes how to export and import the <em>PowerSearch Configuration Records</em>. It is useful if you a) want to create a backup or b) migrate your configuration from one organization to another one.&nbsp;</p> <p>Microsoft offers some really helpful tools for Microsoft Dynamics CRM and Microsoft Dynamics CRM addons in general. When you, for example, download the MS SDK, it provides you with the <em>Configuration Migration&nbsp;tool </em>that supports you in migrating data from one system to another.</p> <p>This article is built up in three sections: <br /> <br /> <strong><span style="text-decoration: underline;">HOW TO CREATE A SCHEMA</span></strong> <br /> &nbsp;<span style="color: #ff0000;"> (Please note: Before you export or import data for the first time, you need to create a <br /> &nbsp; schema.)</span>&nbsp;&nbsp;&nbsp; <br /> <strong><span style="text-decoration: underline;">HOW TO EXPORT POWERSEARCH DATA <br /> HOW TO IMPORT POWERSEARCH DATA <br /> </span></strong></p> <p>But before you can start, you have to open the <em>Configuration Migration</em>. Therefore, open <br /> <em>SDK &gt; tools &gt; ConfigurationMigration and double-click on DataMigrationUtility.exe <br /> </em><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Diskstation.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Diskstation.png"></a><a title="Open DataMigrationUtility.exe" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Diskstation.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Diskstation" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Diskstation_thumb.png" alt="CRM_Migration_Diskstation" width="244" height="145" /></a></div> <br /> <em>Figure 1: Open DataMigrationUtility.exe</em></p> <p>&nbsp;</p> <p><em><br /> </em></p> <p><strong><span style="text-decoration: underline;">HOW TO CREATE A SCHEMA <br /> </span></strong>The <em>CRM Configuration Migration </em>dialog opens. Within this dialog, you can create a schema, export or import data. If you have not imported or exported data yet, you will first have to create a schema. To do so, simply select <em>Create schema</em> from the menu and click on the <strong><em>[Continue]</em></strong>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Dialog.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Dialog.png"></a><a title="Configuration Migration Dialog – Create Schema" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Dialog.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Dialog" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Dialog_thumb.png" alt="CRM_Migration_Dialog" width="242" height="174" /></a></div> <br /> <em>Figure 2: Configuration Migration Dialog &ndash; Create Schema</em></p> <p><strong><span style="text-decoration: underline;">The next step depends on the CRM version you use.</span></strong> <br /> <br /> If you use <strong>ON PREMISE</strong>, please select <em>On-premises </em>as <em>Deployment Type</em> and enter your authentication and credentials: <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_On_Premise.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_On_Premise.png"></a><a title="On premise – login" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_On_Premise.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Login_On_Premise" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_On_Premise_thumb.png" alt="CRM_Migration_Login_On_Premise" width="241" height="164" /></a></div> <em>Figure 3: On premise &ndash; login</em></p> <p>If you use <strong>CRM ONLINE</strong>, please select <em>Office 365 </em>as <em>Deployment Type</em> and enter your username and password: <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_CRM_Online.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_CRM_Online.png"></a><a title="CRM online – login" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_CRM_Online.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Login_CRM_Online" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_CRM_Online_thumb.png" alt="CRM_Migration_Login_CRM_Online" width="244" height="161" /></a></div> <br /> <em>Figure 4: CRM online &ndash; login</em></p> <p>No matter which CRM you use, as soon as you have clicked on the <em><strong>[Login]</strong></em>-button, you will be asked to select a CRM Organization you would like to connect to.<br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_select_organization.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_select_organization.png"></a><a title="Select CRM Organization" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_select_organization.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Login_select_organization" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Login_select_organization_thumb.png" alt="CRM_Migration_Login_select_organization" width="244" height="177" /></a></div> <em>Figure 5: Select CRM Organization</em></p> <p>As soon as you have clicked on the <strong><em>[Login]-</em></strong>button again, you are provided with the <em>CRM Configuration Migration Add fields and entities dialog</em>. Please add the following three entities to the selected fields and entities section: <br /> <br /> <strong>MSCRM-ADDONS.com PowerSearch Config <br /> MSCRM-ADDONS.com PowerSearch Result Field <br /> MSCRM-ADDONS.com PowerSearch Search Field</strong></p> <p>To do so, select the corresponding entity in the <em>Select entity</em> &ndash; drop down menu, and click on the <strong><em>[Add Entity&gt;]</em></strong>&ndash;button below. Please repeat this procedere for all <br /> above listed&nbsp;<em>MSCRM-ADDONS.com PowerSearch entities</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Select_Entity_Add_fields.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Select_Entity_Add_fields.png"></a><a title="CRM Configuration Migration Add fields and entities dialog" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Select_Entity_Add_fields.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Select_Entity_Add_fields" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Select_Entity_Add_fields_thumb.png" alt="CRM_Migration_Select_Entity_Add_fields" width="244" height="198" /></a></div> <br /> <em>Figure 6: CRM Configuration Migration Add fields and entities dialog</em> </p> <p>Next, click on Tools -&gt; Configure Import Settings. You are now provided with this screenshot:</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="CRM_Migration_add_item " href="http://mscrm-addons.com/portals/0/Blog/pic1.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/pic1.png" style="width: 380px; height: 314px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 7: CRM_Migration_add_items</p> <p>In this dialog, please check the Disable plug-ins on all entities for import - checkbox. Next, add the selected field in this screenshot for each available entity in the above dropbox.&nbsp;</p> <p>As soon as you have added all three entities, click on the <strong><em>[Save and Export]</em></strong>-button. <br /> You will be asked to save the PowerSearch schema. Please name the file accordingly and click on the <strong><em>[Save]</em></strong>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_schema_file.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_schema_file.png"></a><a title="Save PowerSearch schema" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_schema_file.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Save_schema_file" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_schema_file_thumb.png" alt="CRM_Migration_Save_schema_file" width="244" height="165" /></a></div> <em>Figure 7: Save PowerSearch schema</em> <br /> <br /> As soon as the schema save has been completed, you will be asked if you want to export the data now. If you want to do so, click on the <strong><em>[Yes]</em></strong>-button and proceed with the export. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_Dialog.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_Dialog.png"></a><a title="Schema save dialog" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_Dialog.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Save_Dialog" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Save_Dialog_thumb.png" alt="CRM_Migration_Save_Dialog" width="244" height="94" /></a></div> <p><em>Figure 8: Schema save dialog </em><span style="text-decoration: underline;"><strong>HOW TO EXPORT POWERSEARCH DATA&nbsp; <br /> </strong></span><span style="color: #ff0000;">Please note: You could, as well, start to export data from the <em>Configuration Migration dialog (see figure 2)</em>, but only if you have created a schema in the past.</span><br /> To export PowerSearch data, simply upload the previously created PowerSearch schema file in the corresponding section. To do so, click on the <strong><em>[&hellip;]</em></strong>-button. Now save the data into an &ldquo;export&rdquo;-.zip-file. Afterwards, click on the <strong><em>[Export Data]-</em></strong>button.&nbsp; <strong><em>&nbsp;</em></strong> </p> <p><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_data.png"></a></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_data.png"></a><a title="Create PowerSearch export .zip-file" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_data.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Export_data" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_data_thumb.png" alt="CRM_Migration_Export_data" width="244" height="198" /></a></div> <br /> <em>Figure 9: Create PowerSearch export .zip-file</em> <br /> <br /> This is how a successful PowerSearch data export looks like: <br /> (Click on the <strong><em>[Exit]-</em></strong>button in order to proceed.)<a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_Result.png"> <br /> </a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_Result.png"></a><a title="Successful PowerSearch data export" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_Result.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Export_Result" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Export_Result_thumb.png" alt="CRM_Migration_Export_Result" width="244" height="200" /></a></div> <br /> <em>Figure 10: Successful PowerSearch data export</em> <p><strong><span style="text-decoration: underline;">HOW TO IMPORT POWERSEARCH DATA <br /> </span></strong>Before you import the PowerSearch data, you have to prepare your Microsoft Dynamics CRM as follows. <br /> <br /> Open the MS Dynamics CRM <em>Customizations</em>. (<em>Settings</em> &gt; <em>Customizations</em>).<br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Settings.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Settings.png"></a><a title="Open Customizations in the MS CRM Settings." href="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Settings.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_CRM_Settings" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Settings_thumb.png" alt="CRM_Migration_CRM_Settings" width="244" height="109" /></a></div> <br /> <em>Figure 11: Open Customizations in the MS CRM Settings. </em></p> <p>Then click on <em>Customize the System</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Customize_the_system.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Customize_the_system.png"></a><a title="Open Customize the system." href="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Customize_the_system.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_CRM_Customize_the_system" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_CRM_Customize_the_system_thumb.png" alt="CRM_Migration_CRM_Customize_the_system" width="244" height="102" /></a></div> <br /> <em>Figure 12: Open Customize the system.</em> <br /> <br /> Now deactivate the PowerSearch Pluginsteps. To do so, click on the <em>Sdk Message Processing Steps </em>(highlighted in yellow at the left side of the below screenshot), then select the three PowerSearch Pluginsteps highlighted in the below screenshot in blue and click on the&nbsp;<strong><em>[Deactivate]</em></strong>-button (highlighted in blue) in the Command Bar. &nbsp;<br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_SDK_deactivation.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_SDK_deactivation.png"></a><a title="Deactivate Pluginsteps" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_SDK_deactivation.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_SDK_deactivation" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_SDK_deactivation_thumb.png" alt="CRM_Migration_SDK_deactivation" width="244" height="203" /></a></div> <br /> <em>Figure 13: Deactivate Pluginsteps</em></p> <p>As soon as you have deactivated the Pluginsteps, you can proceed with the import of your&nbsp; PowerSearch data.&nbsp; <br /> To do so, open the <em>Configuration Migration dialog</em>, select <em>Import data</em> and click on the&nbsp;<em><strong>[Continue]</strong></em>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_data.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_data.png"></a><a title="Configuration Migration Dialog – Import data" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_data.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Import_data" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_data_thumb.png" alt="CRM_Migration_Import_data" width="244" height="176" /></a></div> <br /> <em>Figure 14: Configuration Migration Dialog &ndash; Import data </em>Now select the zipped file generated during the export process with a click on the <strong><em>[&hellip;]</em></strong>-button. And click on the <strong><em>[Import data]</em></strong>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Data_file.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Data_file.png"></a><a title="Import previously exported .zip-file" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Data_file.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Import_Data_file" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Data_file_thumb.png" alt="CRM_Migration_Import_Data_file" width="244" height="191" /></a></div> <em>Figure 15: Import previously exported .zip-file</em></p> <p>This is how a successful PowerSearch data import looks like: <br /> (Click on the <strong><em>[Exit]-</em></strong>button in order to proceed.)<em> <br /> </em><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Result.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Result.png"></a><a title="Successful PowerSearch data import" href="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Result.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="CRM_Migration_Import_Result" src="http://mscrm-addons.com/images/blog/files/CRM_Migration_Import_Result_thumb.png" alt="CRM_Migration_Import_Result" width="244" height="167" /></a></div> <br /> <em>Figure 16: Successful PowerSearch data import</em></p> <p>Finally, you have to reactivate the Pluginsteps. To do so, simply follow the steps that are shown on figure 13, but instead of clicking on the <em><strong> [Deactivate]</strong></em>-button, click on the <em><strong>[Activate]</strong></em>-button.&nbsp;&nbsp;</p> <div> <div><span style="font-family: Calibri; font-size: 13px;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif;">.</span></span></div> </div>9916How to enable debugging for PowerSearchhttps://www.mscrm-addons.com/Blog/PostId/9914/how-to-enable-debugging-for-powersearchPowerSearch (PS),PS 2015 / 2016Thu, 19 May 2016 16:17:00 GMT<p><span style="color: #ff0000;"><strong>+++++++++++++++++++++++++++++++++++++++++++++++++++</strong> <br /> Please note: <br /> This article applies to PowerSearch in MS Dyn CRM 2015/2016. <br /> </span><span style="color: #ff0000;"><strong>+++++++++++++++++++++++++++++++++++++++++++++++++++ </strong></span><span style="color: #ff0000;"><br /> </span></p> <p><strong>How to activate debugging via the <em>MSCRM-ADDONS.com Settingskeys</em>&nbsp;<br /> Step-by-step description</strong></p> <p>Navigate to <em>Settings</em> in Microsoft Dynamics CRM. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1032.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1032.png"></a><a title="MsDynCRM Settings" href="http://mscrm-addons.com/images/blog/files/image_1032.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1006.png" alt="image" width="244" height="43" /></a></div> <br /> <em>Figure 1: MsDynCRM Settings</em>&nbsp;<br /> <br /> In the Settings, select <em>MSCRM-ADDONS.com Products</em> in the extension area. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1033.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1033.png"></a><a title="Select PowerSearch" href="http://mscrm-addons.com/images/blog/files/image_1033.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1007.png" alt="image" width="244" height="120" /></a></div> <br /> <em>F</em><em>igure 2: Settings extension</em></p> <p>This action will open a list of active <em>MSCRM-ADDONS.com Product</em>s. Select <em>PowerSearch</em> with a double-click.</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f5%2fPowerSearch1.jpg" height="300" /><br /> <em>Figure 3: Select PowerSearch</em></p> <p>In the so opened window, look for <em>debugPlugin</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1035.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1035.png"></a><a title="PowerSearch debugPlugin" href="http://mscrm-addons.com/images/blog/files/image_1035.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1009.png" alt="image" width="244" height="106" /></a></div> &nbsp;<br /> <em>Figure 4: PowerSearch debugPlugin</em><br /> <br /> If a result is found double click on it and set the <em>KeyValue </em>on <em>true</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_621.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_621.png"></a><a title="Set the KeyValue" href="http://mscrm-addons.com/images/blog/files/image_621.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_594.png" alt="image" width="403" height="198" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 5: Set the KeyValue</em><br /> <br /> If no setting with this name is found, you have to create a new Settingskey. To do so, please click on the drop-down-button next to PowerSearch in the CRM ribbon and select <em>MSCRM-ADDONS.COM Settingskey</em>. <br /> In the so opened window, click on the <em><strong>[+ADD NEW MSCRM-ADDONS.com Settingskey]</strong></em>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1036.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1036.png"></a><a title="Add new mscrm-addons.com settingskey" href="http://mscrm-addons.com/images/blog/files/image_1036.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1010.png" alt="image" width="244" height="82" /></a></div> &nbsp;<br /> <em>Figure 6: Add new mscrm-addons.com settingskey</em><br /> <br /> Now create a new Settingskey with the following values and save your settings. <br /> <br /> <a href="http://mscrm-addons.com/images/blog/files/image_634.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_634.png"></a><a title="Newly created settingskey" href="http://mscrm-addons.com/images/blog/files/image_634.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_607.png" alt="image" width="396" height="208" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 7: Newly created settingskey</em><br /> <strong> <br /> <br /> Step-by-step description on how to acces the log files</strong></p> <p>The log files will be stored in the <em>MSCRM-ADDONS.com Debug</em>-entity. The easiest way to access it, is by using the <em>Advanced Find</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_623.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_623.png"></a><a title="Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_623.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_596.png" alt="image" width="387" height="50" style="border-width: 0px; border-style: solid;" /></a></div> </p> <p><em>Figure 8: Advanced Find</em></p> <p>Open the <em>Advanced Find</em>. Select the <em>MSCRM-ADDONS.com Debug</em>-entity and include the following condition <em>Name</em>&nbsp;must <em>Contain</em>&nbsp;<em>PTMPowerSearch</em>. This ensures that only PowerSearch log files will be retrieved. Then click on <em>Results</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1037.png"></a> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1037.png"></a><a title="Configure Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_1037.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1011.png" alt="image" width="244" height="61" /></a></div> <br /> <em>Figure 9: Configure Advanced Find</em><br /> <br /> The following window opens. <p><a href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"></a><a title="Edit Columns window" href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"><img class="img-responsive" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_1.png" alt="clip_image002" width="244" height="139" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 10: Edit Columns window</em></p> <p>Use the&nbsp;<em>Add Columns</em>-functionality and add the <em>ptm_message</em>-field to the grid. Press the <em><strong>[OK]</strong></em>-button&nbsp;in order to proceed.</p> <p><strong><a href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"></a><a title="Add Columns window" href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"><img class="img-responsive" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_5.png" alt="clip_image004" width="244" height="167" style="border-width: 0px; border-style: solid;" /></a></div> <br /> </strong><em>Figure 11: Add Columns window</em><strong></strong></p> <p>Back in the main dialog, click on the <em><strong>[Results]</strong></em>-button.</p> <p>Next, delete all retrieved debug records. Another way is to select the debug file by the <em>Created On</em>-date. Then reproduce the error and refresh the result list of this <em>Advanced Find</em>. This ensures that you only have the latest and relavant log files. Select all records and hit <em>Export MSCRM-ADDONS.com Debug</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_625.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_625.png"></a><a title="Select the debug file by the created on-date" href="http://mscrm-addons.com/images/blog/files/image_625.png"><img class="img-responsive" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_598.png" alt="image" width="388" height="167" style="border-width: 0px; border-style: solid;" /></a></div> <br /> <em>Figure 12: Select the debug file by the created on-date</em><br /> <br /> In the next dialog, check <em>Static worksheet ...</em> and press the <em><strong>[Export]</strong></em>-button.<strong> </strong></p> <p>Please send the excel log-file with a short error description and a screenshot to our support address <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></p> <div> <div><span style="font-size: 11pt; font-family: Calibri;"><strong style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;">That&rsquo;s it!</strong><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a style="font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px; white-space: normal;" href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a><span style="white-space: normal; font-family: Verdana, Arial, Helvetica, sans-serif; font-size: 10px;">.</span></span></div> </div>9914How to embed PowerSearch in CRM SiteMaphttps://www.mscrm-addons.com/Blog/PostId/9913/powersearch-for-msdyncrm-20152016-how-to-embed-powersearch-in-crm-sitemapPowerSearch (PS),PS 2015 / 2016Thu, 19 May 2016 14:42:00 GMT<p><em>PowerSearch </em>can be embedded anywhere into <em>CRM SiteMap</em>. For example, this can be done by using the <em>XrmToolBox</em>. For free download, please click <a href="http://www.xrmtoolbox.com">here</a>. <br /> <br /> <strong>How to embed PowerSearch in the CRM navigation bar <br /> </strong></p> <p>Extract the XrmToolBox .zip file and run <em>XrmToolBox.exe</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1021.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1021.png"></a><a title="Run XrmToolBox.exe" href="http://mscrm-addons.com/images/blog/files/image_1021.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_995.png" alt="image" width="244" height="109" /></a></div> <br /> <em>Figure 1: Run XrmToolBox.exe</em></p> <p>In the next window, select the <em>SiteMap Editor</em>&nbsp;from the list.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_1022.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1022.png"></a><a title="Select SiteMap Editor" href="http://mscrm-addons.com/images/blog/files/image_1022.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_996.png" alt="image" width="244" height="173" /></a></div> <br /> <em>Figure 2: Select SiteMap Editor</em></p> <p>Click on the <em><strong>[Yes]</strong></em>-button when the following question box appears: <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1023.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1023.png"></a><a title="Question box" href="http://mscrm-addons.com/images/blog/files/image_1023.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_997.png" alt="image" width="244" height="111" /></a></div> <br /> <em>Figure 3: Question box</em></p> <p>The connection should be displayed in the next window. If there is no connection displayed, please click on the <em><strong>[New connection]</strong></em>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1024.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1024.png"></a><a title="Connection dialog" href="http://mscrm-addons.com/images/blog/files/image_1024.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_998.png" alt="image" width="244" height="195" /></a></div> <br /> Figure 4: Connection dialog<em><figure></figure></em></p> <em> </em> <p>In the so opened <em>Connection dialog</em>, insert the required information to build up a connection to your CRM system, click on the <em><strong>[Get Orgs.]</strong></em>-button in order to retrieve all available organizations and select your preferred organization. Press the <em><strong>[OK]</strong></em>-button to proceed. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1025.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1025.png"></a><a title="Click on the [Load SiteMap]-button." href="http://mscrm-addons.com/images/blog/files/image_1025.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_999.png" alt="image" width="244" height="244" /></a></div> <br /> <em>Figure 5: Connection dialog</em><br /> <br /> As soon as the connection is established, the <em>XrmToolBox </em>appears. Click on the <em><strong>[Load SiteMap]</strong></em>-button. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1026.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1026.png"></a><a title="Add SubArea" href="http://mscrm-addons.com/images/blog/files/image_1026.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1000.png" alt="image" width="244" height="178" /></a></div> <br /> <em>Figure 6: Click on the [Load SiteMap]-button.&nbsp;</em><br /> <br /> Please select an area where you want PowerSearch to be displayed in the future and press <em>Add SubArea</em>: <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1027.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1027.png"></a><a title="tree-view example" href="http://mscrm-addons.com/images/blog/files/image_1027.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1001.png" alt="image" width="244" height="177" /></a></div> <br /> <em>Figure 7: Add SubArea</em></p> <p>Your tree-view should look like the one below. You can select any SiteMap Area you want. For our example, we decided to add <em>PowerSearch </em>to <em>Group (My Work)</em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1028.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1028.png"></a><a title="Set properties" href="http://mscrm-addons.com/images/blog/files/image_1028.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1002.png" alt="image" width="244" height="115" /></a></div> <br /> <em>Figure 8: tree-view example&nbsp;</em></p> <p>Please set the following properties for <em>Icon </em>and <em>Url </em>at the right side: <br /> <strong>&middot; Icon: </strong><em>$webresource:ptm_PowerSearch/img/primeIcon32x32.png </em><strong> <br /> &middot; Url: </strong><em>$webresource:ptm_PowerSearch/MainPage.html </em><strong> <br /> <br /> </strong><a href="http://mscrm-addons.com/images/blog/files/image_1029.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1029.png"></a><a title="Add titles to SubArea" href="http://mscrm-addons.com/images/blog/files/image_1029.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1003.png" alt="image" width="244" height="178" /></a></div> <br /> <em>Figure 9: Set properties</em><br /> <br /> With a right click on the SubArea that you have created earlier, you open a new window. Click on <em><strong>Add Titles</strong></em>. <br /> <a href="http://mscrm-addons.com/images/blog/files/image_1030.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/image_1030.png"></a><a title="Configurated SiteMap" href="http://mscrm-addons.com/images/blog/files/image_1030.png"><img class="img-responsive" style="background-image: none; padding-top: 0px; padding-left: 0px; margin: 0px; display: inline; padding-right: 0px; border: 0px;" title="image" src="http://mscrm-addons.com/images/blog/files/image_thumb_1004.png" alt="image" width="244" height="177" /></a></div> <br /> <em>Figure 10: Add titles to SubArea</em><br /> <br /> In the now following window, please enter the appropriate <em>LCID </em>* <br /> (e.g. 1033 for English or 1031 for German) and Title * (e.g. PowerSearch) and <br /> click on the <em><strong>[Save]</strong></em>-button. Upload your SiteMap with a click on the <em><strong>[Upload SiteMap]</strong></em>-button. <br /> <br /> Now save your <em>SiteMap configuration</em>, close the window and return to your CRM.</p> <p>Press F5 in order to refresh the page. Your CRM could (depending on your settings) look like this now:&nbsp;</p> <p><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f5%2fPowerSearch3.jpg" height="300" /><br /> <em>Figure 11: Configurated SiteMap</em><br /> <br /> </p> <p>Click on <em>PowerSearch</em> 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 <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a></p> <p><strong>That&rsquo;s it!&nbsp; <br /> </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:office@mscrm-addons.com">office@mscrm-addons.com</a></p>9913How to enable debugging for PowerSearch (Silverlight)https://www.mscrm-addons.com/Blog/PostId/9524/how-to-enable-debugging-for-powersearchPowerSearch (PS),PS 2011,PS 2013,PS 2015 / 2016Fri, 27 May 2011 08:17:00 GMT<p><span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++++++</span></p> <p><span style="color: #ff0000;">Please note:&nbsp;</span><br /> <span style="color: #ff0000;">This article applies to PowerSearch in </span><br /> <span style="color: #ff0000;">MS Dynamics CRM 2011, 2013 and 2015 <br /> <br /> <strong>SILVERLIGHT ONLY</strong></span><br /> <br /> <span style="color: #ff0000;">For newer versions of PowerSearch, please <a href="http://www.mscrm-addons.com/Blog/PostId/9524/How to enable debugging for PowerSearch (Silverlight)">click here</a>.&nbsp;</span><br /> <span style="color: #ff0000;">+++++++++++++++++++++++++++++++++++++++++++++++++++++&nbsp;</span></p> <p><span style="font-size: small;"><strong>Step-by-step instruction <br /> on how to activate debugging for PowerSearch</strong></span></p> <p>Debugging for Power Search is very easy.</p> <p>&nbsp;</p> <p><strong>Example 1:</strong></p> <p>crm:5555/PTMEDVSystemeGmbH + the following link</p> <p>[Servername+Organisation]<br /> /<strong>webresources/ptm_mscrmaddons/PSStartPage.html#debug=true</strong></p> <p>Should you get an error message, please proceed with the following steps:</p> <p>&nbsp;</p> <p>1) Click on the <em><strong>[Export to Excel]</strong></em>-button<strong>&nbsp;</strong>in the upper right corner of your screen.</p> <p><a href="http://mscrm-addons.com/images/blog/files/Unbenannt.png"></a> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a href="http://mscrm-addons.com/images/blog/files/Unbenannt.png"></a><a title="[Export to Excel]-button" href="http://mscrm-addons.com/images/blog/files/Unbenannt.png"><img class="img-responsive" style="background-image: none; padding-left: 0px; padding-right: 0px; display: inline; padding-top: 0px; border-width: 0px; border-style: solid;" title="Unbenannt" src="http://mscrm-addons.com/images/blog/files/Unbenannt_thumb.png" alt="Unbenannt" width="118" height="71" /></a></div> </p> <p><em>Figure 1: [Export to Excel]-button</em></p> <p>Now please save the file.</p> <p><span style="color: #ff0000;"><strong>Please note: Please save the file as a CSV file rather than as an XLSX file.</strong></span></p> <p>&nbsp;</p> <p><strong>Example 2:</strong></p> <p>crm:5555/PTMEDVSystemeGmbH + the following link</p> <p>[Servername+Organisation]<br /> /<strong>webresources/ptm_mscrmaddons/PSConfigPAge.html#debug=true</strong></p> <p>Should you get an error message, please proceed with the following steps.</p> <p>1) Click the Export to Excel Button on the right hand side of your screen.</p> <p><strong style="color: #ff0000;">Please note: Please save the file as a CSV file rather than as an XLSX file.</strong></p> <p>&nbsp;</p> <p><span style="color: #333333;"><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts on our products and this post by&nbsp;<br /> sending an email to </span><a href="http://support@mscrm-addons.com">support@mscrm-addons.com</a>.</p>9524