News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogHow to create a CRM view based button for CRM 2015/16https://www.mscrm-addons.com/Blog/PostId/9984/how-to-create-a-crm-view-based-button-for-crm-201516SmartBar (SB),SB 2015 / 2016Fri, 03 Feb 2017 17:03:56 GMT<p>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.<span style="color: #7f7f7f;">&nbsp;Such a button shows the number of records related to the selected view. A click on the button navigates you to this view.</span> This step-by-step tutorial outlines how this is done quick and easy. </p> <p>1) Please make sure that SmartBar has been embedded via the MainPaige.html into a CRM form or dashboard.&nbsp;<br /> <br /> 2) Next, load its configuration. To do so, click on the <strong>[Settings]</strong>-button in the SmartBar.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Open the SmartBar Configuration" href="/Portals/0/Blog/SmartBar_CRM_based_view/1.png?ver=2017-02-03-163732-177"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/1.png?ver=2017-02-03-163732-177" style="width: 500px; height: 92px;" /></a></div> <p><a title="Open the SmartBar Configuration" href="/Portals/0/Blog/SmartBar_CRM_based_view/1.png?ver=2017-02-03-163732-177"> </a> Figure 1: Open the SmartBar Configuration</p> <p>3) In the config that pops up now, please click on the <strong>[Add]</strong>-button in order to add a custom button. &nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Please click on the &lt;strong&gt;[Add]&lt;/strong&gt;-button" href="/Portals/0/Blog/SmartBar_CRM_based_view/2.png?ver=2017-02-03-163751-053"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/2.png?ver=2017-02-03-163751-053" style="width: 400px; height: 403px;" /></a>Figure 2: Please click on the <strong>[Add]</strong>-button</div> <br /> 4)&nbsp;In the following dialog select <strong>Entity | Sitemap</strong>, the <strong>main entity</strong> (e.g. Cases) and a view related to this entity. Leave the field <strong>Count View Records</strong>&nbsp;enabled in order to count the records and click on the <strong>[Create]</strong>-button:<br /> <span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a button" href="/Portals/0/Blog/SmartBar_CRM_based_view/3.png?ver=2017-02-03-163809-943"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/3.png?ver=2017-02-03-163809-943" style="width: 400px; height: 638px;" /></a></div> Figure 3: Create a button<br /> </span><br /> 5) Please perform this step for all the buttons you would like to add. As soon as you have finished, change to the&nbsp;<strong>Styling</strong>-tab&nbsp;and select <strong>Metro</strong>.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Switch to Metro Style " href="/Portals/0/Blog/SmartBar_CRM_based_view/4.png?ver=2017-02-03-163902-640"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/4.png?ver=2017-02-03-163902-640" /></a></div> Figure 4: Switch to Metro Style&nbsp;<br /> <br /> 6) Get your result(s). After the configuration has been saved, your SmartBar should look similar to the below example.&nbsp;<span>&nbsp;With a click on the corresponding button, you will be forwarded automatically to t</span><span>he defined view.</span><br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Get the results " href="/Portals/0/Blog/SmartBar_CRM_based_view/5.png?ver=2017-02-03-163926-267"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_CRM_based_view/5.png?ver=2017-02-03-163926-267" style="width: 500px; height: 86px;" /></a></div> Figure 5: Get the results&nbsp;<br /> <br /> <strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.&nbsp;<br /> ​</p> <p>&nbsp;</p> <br /> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 1895.27px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">That's it!</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">.</span></div> <div class="telerik_paste_container" style="border-width: 0px; position: absolute; overflow: hidden; margin: 0px; padding: 0px; left: 0px; top: 1895.27px; width: 1px; height: 1px;"><span style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 700; font-size: 14px; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">That's it!</span><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" class="ApplyClass" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: normal; background-color: #fcfcfc; font-family: 'Open Sans', Arial, sans-serif;">.</span></div>9984Custom Result Fields in DropDownhttps://www.mscrm-addons.com/Blog/PostId/9946/custom-result-fields-in-dropdown1SmartBar (SB),SB 2013,SB 2015 / 2016,SB 365Thu, 02 Feb 2017 13:10:34 GMT<p>This blog article outlines how to change the result and add additional fields to the drop down- menu in order to create user defined result fields.</p> <p><span style="color: #ff0000;">Requirements</span>: SmartBar 2013/2015/2016, an XML editor is recommended</p> <p><span style="color: #7f7f7f;"><span style="color: #ff0000;">Please note: </span>There is no designer for the result fields. This is why the changes must be applied manually using an XML-file. For the creation of the XML-file, we recommend to use an XML editor. &nbsp;</span></p> <p><strong><span style="color: #4f81bd;">XML definition</span></strong></p> <p><span>The XML consist of the main node <strong>dropdown</strong>, which supports the following two attributes: </span></p> <ul> <li><span><span style="color: #4f81bd;">width</span>: Is used to define the width of the dropdown. To create a&nbsp;fixed width,&nbsp;simply define a number (in pixel). Using <strong>*</strong> sets the dropdown to be the same width as every other result field combined. If you do not define this attribute, the value of the Global SmartBar Configuration will be used.<br /> <br /> </span></li> <li><span><span style="color: #4f81bd;">height</span>: Is used to define the maximum height of the dropdown. If you do not set this attribute, the value of the Global SmartBar Configuration will be applied.</span></li> </ul> <p><span><br /> On the next level below, the <strong>fields</strong>&nbsp;node is inserted. It&rsquo;s just a container without further options. Under this level, there is an <strong>f</strong> node per result field. <br /> The following attributes are supported:</span></p> <ul> <li><span><span style="color: #4f81bd;">name:</span>&nbsp;the logical name of the CRM field, which will be used as result field.</span></li> <li><span><span style="color: #4f81bd;">width: t</span>he available width of this field. If you do not define this attribute, a standard width will be applied.&nbsp;<br /> <br /> </span></li> </ul> <p><span>For every <strong>f</strong> a <strong>header</strong>-node can be subordinated. It serves as container in order to define the column heading. </span></p> <p><span>For each CRM-language, an <strong>h</strong> tag can be added. Please define the language code using the <strong>id</strong>&nbsp;attribute. The content of this tag will display the according header.</span></p> <p><span><strong><span style="color: #4f81bd;">Example</span></strong><br /> The following example dropdown has an automatic width. <br /> The result values of the fields are defined in the below manner:&nbsp;<br /> <strong>subject</strong>&nbsp;(Header: <strong>Subject</strong>), with the width of 150 pixel and the field <strong>createdon</strong>&nbsp;(Header: <strong>Erstellt am</strong>, or <strong>Created on</strong>) with the width of 100 pixel. </span></p> <p style="margin: 0cm 347pt 0.0001pt 10pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">dropdown</span><span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span><span>"<span style="color: blue;">*</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">fields</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 274pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">f</span><span style="color: blue;"> </span><span style="color: red;">name</span><span style="color: blue;">=</span><span>"<span style="color: blue;">subject</span>"<span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span>"<span style="color: blue;">150</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 284pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span><span>"<span style="color: blue;">1033</span>"<span style="color: blue;">&gt;</span>Subject<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 0cm 0.0001pt 21pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">f</span><span style="color: blue;">&gt;</span></p> <p style="margin: 0cm 263pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">f</span><span style="color: blue;"> </span><span style="color: red;">name</span><span style="color: blue;">=</span><span>"<span style="color: blue;">createdon</span>"<span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span>"<span style="color: blue;">100</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 263pt 0.0001pt 42pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span><span>"<span style="color: blue;">1031</span>"<span style="color: blue;">&gt;</span>Erstellt am<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span>"<span style="color: blue;">1033</span>"<span style="color: blue;">&gt;</span>Created on<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 368pt 0.0001pt 21pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">f</span><span style="color: blue;">&gt;</span></p> <p style="margin: 0cm 394pt 0.0001pt 0cm;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">fields</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">dropdown<span style="color: #0000ff;">&gt;<br /> <br /> </span></span></p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #4f81bd;">Sorting</span></strong></p> <p style="margin-bottom: 0.0001pt;"><span>There are a few possibilities to sort the results:<br /> <br /> If a<span style="background-color: #ffff00;"> date field</span> is defined at the first position, the entries will be sorted ascending.</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin: 0cm 347pt 0.0001pt 10pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">dropdown</span><span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span><span>"<span style="color: blue;">*</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">fields</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 263pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">f</span><span style="color: blue;"> </span><span style="color: red;">name</span><span style="color: blue;">=</span><span>"<span style="color: blue;">createdon</span>"<span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span>"<span style="color: blue;">100</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 263pt 0.0001pt 42pt;"><span style="background-color: #ffff00; color: blue;">&lt;</span><span style="background-color: #ffff00; color: #a31515;">h</span><span style="background-color: #ffff00; color: blue;"> </span><span style="background-color: #ffff00; color: red;">id</span><span style="background-color: #ffff00; color: blue;">=</span><span style="background-color: #ffff00;">"<span style="color: blue;">1031</span>"<span style="color: blue;">&gt;</span>Erstellt am<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span>"<span style="color: blue;">1033</span>"<span style="color: blue;">&gt;</span>Created on<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 368pt 0.0001pt 21pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">f</span><span style="color: blue;">&gt;</span></p> <p style="margin: 0cm 274pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">f</span><span style="color: blue;"> </span><span style="color: red;">name</span><span style="color: blue;">=</span><span>"<span style="color: blue;">subject</span>"<span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span>"<span style="color: blue;">150</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 284pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span><span>"<span style="color: blue;">1033</span>"<span style="color: blue;">&gt;</span>Subject<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 394pt 0.0001pt 10pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">f</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">fields</span><span style="color: blue;">&gt;</span></p> <p style="margin-bottom: 0.0001pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">dropdown</span><span style="color: blue;">&gt;</span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span>&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><span>Furthermore, you may define an order-field. Once defined, it will be used for the sorting. </span></p> <p style="margin-bottom: 0.0001pt;"><span><strong><span style="background-color: #ffff00;">Name </span></strong><span style="background-color: #ffff00;">is the logical name of the CRM-field. With <strong>desc</strong>&nbsp;and the value <strong>true</strong>, the entries can also be sorted descending.</span></span></p> <p style="margin-bottom: 0.0001pt;"><span>&nbsp;</span></p> <p style="margin: 0cm 347pt 0.0001pt 10pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">dropdown</span><span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span><span>"<span style="color: blue;">*</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">orders</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 242pt 0.0001pt 10pt;"><span style="background-color: #ffff00; color: blue;">&lt;</span><span style="background-color: #ffff00; color: #a31515;">o</span><span style="background-color: #ffff00; color: blue;"> </span><span style="background-color: #ffff00; color: red;">name</span><span style="background-color: #ffff00; color: blue;">=</span><span style="background-color: #ffff00;">"<span style="color: blue;">createdon</span>"<span style="color: blue;"> </span><span style="color: red;">desc</span><span style="color: blue;">=</span>"<span style="color: blue;">true</span>"<span style="color: blue;">&gt;&lt;/</span><span style="color: #a31515;">o</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">orders</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 0cm 0.0001pt 10pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">fields</span><span style="color: blue;">&gt;</span></p> <p style="margin: 0cm 274pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">f</span><span style="color: blue;"> </span><span style="color: red;">name</span><span style="color: blue;">=</span><span>"<span style="color: blue;">subject</span>"<span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span>"<span style="color: blue;">150</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 284pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span><span>"<span style="color: blue;">1033</span>"<span style="color: blue;">&gt;</span>Subject<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 0cm 0.0001pt 21pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">f</span><span style="color: blue;">&gt;</span></p> <p style="margin: 0cm 263pt 0.0001pt 31pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">f</span><span style="color: blue;"> </span><span style="color: red;">name</span><span style="color: blue;">=</span><span>"<span style="color: blue;">createdon</span>"<span style="color: blue;"> </span><span style="color: red;">width</span><span style="color: blue;">=</span>"<span style="color: blue;">100</span>"<span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 263pt 0.0001pt 42pt;"><span style="color: blue;">&lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span><span>"<span style="color: blue;">1031</span>"<span style="color: blue;">&gt;</span>Erstellt am<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt; &lt;</span><span style="color: #a31515;">h</span><span style="color: blue;"> </span><span style="color: red;">id</span><span style="color: blue;">=</span>"<span style="color: blue;">1033</span>"<span style="color: blue;">&gt;</span>Created on<span style="color: blue;">&lt;/</span><span style="color: #a31515;">h</span><span style="color: blue;">&gt;</span></span></p> <p style="margin: 0cm 368pt 0.0001pt 21pt;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">headers</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">f</span><span style="color: blue;">&gt;</span></p> <p style="margin: 0cm 394pt 0.0001pt 0cm;"><span style="color: blue;">&lt;/</span><span style="color: #a31515;">fields</span><span style="color: blue;">&gt; &lt;/</span><span style="color: #a31515;">dropdown</span><span style="color: blue;">&gt;</span></p> <p style="margin-bottom: 0.0001pt;"><strong><span>&nbsp;</span></strong></p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #4f81bd;">How do I add an XML to a button?</span></strong></p> <p style="margin-bottom: 0.0001pt;">Please open the SmartBar config, select a random button and click on the <strong>[Edit]</strong>-button. Next, paste the previously defined XML into the <strong>Dropdown XML</strong>&ndash;field, then click on the <strong>[</strong><span style="color: #7f7f7f;"><strong>Update]</strong>-button</span>&nbsp;and save the config.<br /> <br /> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add an XML-file to a button " href="/Portals/0/Blog/SmartBar_Artikel_Patrick/Screenshot_1.png?ver=2017-02-02-115619-233"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_Artikel_Patrick/Screenshot_1.png?ver=2017-02-02-115619-233" style="width: 500px; height: 398px;" /></a></div> <a title="Add an XML-file to a button " href="/Portals/0/Blog/SmartBar_Artikel_Patrick/Screenshot_1.png?ver=2017-02-02-115619-233"> </a> Figure 1: Add an XML-file to a button&nbsp; <p style="margin-bottom: 0.0001pt;">&nbsp;</p> <p style="margin-bottom: 0.0001pt;"><strong><span style="color: #4f81bd;">Get your result</span></strong></p> <p style="margin-bottom: 0.0001pt;">Next, please reload the SmartBar. The result should be pretty close to the below example.<br /> <br /> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The result" href="/Portals/0/Blog/SmartBar_Artikel_Patrick/Screenshot_2.png?ver=2017-02-02-115644-557"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_Artikel_Patrick/Screenshot_2.png?ver=2017-02-02-115644-557" style="width: 300px; height: 114px;" /><br /> </a> </div> Figure 2: The result <br /> <br /> <p><span></span><strong>That's it!</strong> We appreciate your feedback! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>.&nbsp;</p>9946How to embed SmartBar as a WebResourcehttps://www.mscrm-addons.com/Blog/PostId/9967/how-to-embed-smartbar-as-a-webresourceSmartBar (SB),SB 2015 / 2016,SB 365Mon, 09 Jan 2017 16:43:21 GMT<p>Please follow this step-by-step instruction to properly embed SmartBar as a webresource into your Microsoft Dynamics 365 (CRM). </p> <p>&nbsp;</p> <p><strong>Step 1:</strong> Open the entity into which you want to embed SmartBar (here: Sample Account 1 <span style="font-size: 24px; color: #4f81bd;">❶</span>) and click on the <strong><em>[Form]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❷</span> in the command bar. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Command bar – &lt;strong&gt;&lt;em&gt;[Form]&lt;/em&gt;&lt;/strong&gt;-button" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_2.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_2.png" /> </a> </div> Figure 1: Command bar &ndash; <strong><em>[Form]</em></strong>-button <br /> <br /> <p><strong>Step 2:</strong> In the next window select the <em>Insert</em>-tab <span style="font-size: 24px; color: #4f81bd;">❶</span> and select the <strong><em>[Web Resource]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❷</span>. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Insert webresource" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_1.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb_1.png" /> </a> </div> Figure 2: Insert webresource <br /> <br /> <p><strong>Step 3:</strong> The <em>Add Web Resource</em>-window opens. Look for <em>ptm_SmartBar/MainPage.html</em> in the web resource field. If it does not appear automatically, press the <strong><em>[Look up More Records]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❶</span>. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Look for Ptm_Smartbar/MainPage.html" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_3.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_3_thumb.png" /> </a> </div> Figure 3: Look for Ptm_Smartbar/MainPage.html <br /> <br /> <p><strong>Step 4:</strong> The &ldquo;Look up record&rdquo;-window appears. As soon as you have found the correct file, please mark it and click on the <strong><em>[Add]</em></strong>-button. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Look up Record-window" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_4.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_4_thumb.png" /> </a> </div> Figure 4: Look up Record-window <br /> <br /> <p><strong>Step 5:</strong> Now, the <em>Add Web Resource</em>-window appears again. Please name your web resource and insert the name in the <em>Name*</em>-field <span style="font-size: 24px; color: #4f81bd;">❶</span>. Next, click on the <strong><em>[OK]</em></strong>- button <span style="font-size: 24px; color: #4f81bd;">❷</span> in order to proceed. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Web Resource" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_5.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_5_thumb.png" /> </a> </div> Figure 5: Add Web Resource <br /> <br /> <p><strong>Step 6:</strong> In the next window, drag and drop the new form to its future place. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Drag and drop the new form" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_6.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_6_thumb.png" /> </a> </div> Figure 6: Drag and drop the new form <br /> <br /> <p><strong>Step 7:</strong> Once finished, please go back to the <em>Home</em>-tab and click on the <strong><em>[Save]</em></strong>-button and the <strong><em>[Publish]</em></strong>-button.<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Home-tab" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_7.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_7_thumb.png" /> </a> </div> Figure 7: Home-tab</p> <p><strong>Step 8:</strong> Now the following window appears. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Publishing customizations…" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_8.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_8_thumb.png" /> </a> </div> Figure 8: Publishing customizations&hellip; <br /> <br /> <p><strong>Step 9:</strong> Please return to the entity you wanted to add SmartBar. Refresh the page. Your entity should appear similar to the one in Figure 9. </p> <p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Example result" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_9.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_9_thumb.png" /> </a> </div> Figure 9: Example result</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@mscmr-addons.com">support@mscmr-addons.com</a>! </p>9967How to add Custom Buttons to SmartBarhttps://www.mscrm-addons.com/Blog/PostId/9966/how-to-add-custom-buttons-to-smart-barSB 2015 / 2016Mon, 09 Jan 2017 16:10:32 GMT<p>SmartBar for MS Dynamics CRM 2015/2016 and Dynamics 365 enables you to create custom buttons next to the standard buttons. <br /> <br /> To do so, you need to navigate to the Buttons-tab. <br /> Simply open the SmartBar setting, navigate to <em>My SmartBar</em> and click on the <strong><em>[Gear icon]</em></strong>&ndash;button.&nbsp; </p> <p>In order to create a custom button, simply click on the <strong><em>[Add]</em></strong>-button <span style="font-size: 24px; color: #4f81bd;">❶</span> in the SmartBar settings&rsquo; <em>Buttons</em>-tab in the right lower corner. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add custom button" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_1.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb_1.png" /> </a> </div> Figure 1: Add custom button <br /> <br /> <p>Once you have clicked on the <strong><em>[Add]</em></strong>-button, you will be presented with the below window. <br /> It supports you with the customization of your button. </p> <p>As for example, in the <em>Type</em>-section, you can select between Entity|Sitemap, Javascript Function, Scroll to Section or Link. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Custom button window with different button types" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_2_thumb.png" /> </a> </div> Figure 2: Custom button window with different button types <br /> <br /> <p>As you can see, you can add more than one type of custom buttons. <br /> Because of the buttons&rsquo; different functionalities, also the fields that can be customized vary from type to type. </p> <p>Please find some detailed information regarding to the customization of the different types in the <a href="http://www.mscrm-addons.com/LinkClick.aspx?fileticket=WA1ra4kTSgY%3d&amp;tabid=116&amp;portalid=0&amp;mid=2088" target="_blank">SmartBar Installation and User Guide</a>. </p> <p><span style="color: #ff0000;">Please note:</span> <br /> There is also a difference between the <em>Custom Button-window</em> in Standard Style and the <em>Custom Button-window</em> in Metro Style. If you use Metro Style, the <em>Custom Buttons</em> window offers more options. </p> <p>So, if you switch from <em>Standard Style</em> to <em>Metro Style</em>, your <em>Custom Button-window</em> will contain all the usual components of the Custom Buttons-window plus the <em>Button Background Color</em> and the <em>Button Width</em> option. </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>9966How to add and/or remove Standard Buttons in SmartBarhttps://www.mscrm-addons.com/Blog/PostId/9965/how-to-add-and-or-remove-standard-buttons-in-smart-barSB 2015 / 2016Mon, 09 Jan 2017 15:31:00 GMT<p>The customization of Standard SmartBar buttons is said to be one of the easiest things that you can do with our addons. </p> <p>&nbsp;</p> <p>First of all, open the SmartBar settings. To do so, simply navigate to <em>My SmartBar</em> and click on the <strong><em>[Gear icon]</em></strong>&ndash;button.&nbsp; </p> <p>The first tab (the so called <em>Buttons</em>-tab) is the one which enables you to add and/or remove standard buttons. </p> <p>In the left column, you can see a list of all available buttons, while in the right column, you see the buttons that are currently installed. </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Buttons-tab" href="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1.png"> <img alt="" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/LiveBlog/2185/Screenshot_1_thumb.png" /> </a> </div> <p>Figure 1: Buttons-tab </p> <p>&nbsp;</p> <p>To add a button (here: <em>Users</em>) <span style="color: #4f81bd;">❶</span> to the SmartBar, simply click on it in the <em>Available Buttons</em>-section. Next, click on the arrow that points from left to right <span style="color: #4f81bd;">❷</span>. <br /> The button will be visible on site as soon as you save the configuration <span style="color: #4f81bd;">❸</span>. </p> <p>To delete SmartBar buttons, simply highlight a button in the <em>Currently On Site</em>-section. <br /> Next, click on the arrow that points from right to left and the button will be deleted. </p> <p><span style="color: #ff0000;">Please note:</span> Standard buttons still exist in the list if you remove they are removed from the current site. In contrary to what happens to custom buttons:&nbsp;if you delete them, they will be deleted permanently. However, do not forget to save your configuration! </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>9965Getting Started–Post AppSource Installation Steps on SmartBarhttps://www.mscrm-addons.com/Blog/PostId/9953/getting-started-post-appsource-installation-smartbarSB 2015 / 2016Wed, 30 Nov 2016 13:28:00 GMT<p><span style="font-size: 13px;">Thank you for deploying our MSCRM-ADDON SmartBar to your environment! </span></p> <p><span style="font-size: 13px;">Still, there are a few brief steps that must be performed in order to finalize the setup.<br /> </span></p> <p><span style="font-size: 13px;"><strong>1) Assign the SmartBar security roles</strong><br /> &nbsp; &nbsp; Please add the following role to your users:<br /> </span><em style="font-family: 'Open Sans', Arial, sans-serif; font-size: 17px;"><span style="font-size: 13px;">&nbsp; &nbsp; &gt; MSCRM-ADDONS.com SmartBar</span></em></p> <p><span style="font-size: 13px;"><strong>2) Embed SmartBar into your Microsoft Dynamics 365 environment<br /> </strong></span><span style="font-variant-ligatures: inherit; font-variant-caps: inherit; font-size: 13px;"><strong>&nbsp; &nbsp; &nbsp;</strong></span><span style="font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-size: 13px;">&gt; Open the form editor and a</span><span style="font-style: normal; font-size: small; font-family: 'Open Sans', Arial, sans-serif;">dd the ptm_SmartBar/MainPage.html webresource to the forms<br /> <br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Figure 1: Add webresource" href="/Portals/0/Blog/SmartBar_WebResource.png?ver=2016-11-30-131358-933" width="134" height="161"> <img alt="" class="img-responsive" src="/Portals/0/Blog/SmartBar_WebResource.png?ver=2016-11-30-131358-933_thumb.png" /> </a> </div> <em>Figure 1: Add webresource<br /> </em></span><span style="font-size: small; font-style: normal; font-family: 'Open Sans', Arial, sans-serif;">&nbsp; &nbsp; &nbsp; &nbsp;<br /> <span class="Apple-tab-span" style="white-space: pre;"> </span>&gt; Save and publish your customization<br /> </span><span style="font-size: small; font-style: normal; font-family: 'Open Sans', Arial, sans-serif;">&nbsp; &nbsp; &nbsp; &nbsp;<br /> &nbsp; &nbsp; &nbsp; &nbsp; &gt; Next, configure the SmartBar buttons</span></p> <p>For further details on the Configuration, please watch our brief video on how to <a href="https://www.youtube.com/watch?v=1_nVO1BOfRI" style="background-color: #ffffff;">Get Started with SmartBar</a>!</p> <p><iframe width="420" height="315" src="http://www.youtube.com/embed/1_nVO1BOfRI"> </iframe> </p> <p><span style="font-size: 13px;"><strong><br /> That&rsquo;s it!</strong> Thank you very much for your time! We hope you enjoy SmartBar! </span></p> <p><span style="font-size: 13px;">Please also take our survey &amp; get 10 percent discount on your next purchase! </span></p>9953SharePoint Documents Button Error – SmartBarhttps://www.mscrm-addons.com/Blog/PostId/9884/sharepoint-documents-button-error-–-smartbarSmartBar (SB),SB 2015 / 2016Fri, 15 Jan 2016 14:29:00 GMT<p><span style="font-size: medium; color: #589376;">Sharepoint Documents Button Error &ndash; SmartBar&nbsp;</span></p> <p><img alt="" style="float: left;" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fSButton.PNG" /></p> <p><span style="font-size: small; color: #589376;"><em>&nbsp;If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article.&nbsp;</em></span></p> <p><span style="font-size: small;">SmartBar is per standard using the <em>Client-based SharePoint integration</em> view. If you instead use the&nbsp;<em>Server-based integration</em> on your CRM System, your click could result in one of the following errors:</span></p> <p><span style="font-size: small;"><strong>Internet Explorer (frame error)</strong></span></p> <p><span style="font-size: small;"><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError1.PNG"><img alt="" style="font-size: 10px; float: left;" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError1.PNG" width="300" height="164" /></a></span></p> <p><span style="font-size: small;"><br /> </span></p> <p>&nbsp;</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><em>Figure 1: IE Frame error</em></p> <p><strong style="font-size: small;">Chrome (blank)</strong></p> <p>&nbsp;&nbsp;<a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError2.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fError2.PNG" width="300" height="158" /></a><br /> <em>Figure 2: Chrome (blank)</em></p> <p><span style="font-size: medium; color: #589376;">Solution </span></p> <ol> <li> <p><span style="font-size: small;">Please Navigate to <em>Settings </em>-&gt; <em>MSCRM-ADDONS.com Products</em> -&gt;&nbsp;<em>SmartBar</em>&nbsp;and create a new SettingsKey.&nbsp;Check <a href="http://mscrm-addons.com/post/2014/01/14/How-to-create-a-SettingsKey-manually-in-MS-Dynamics-CRM-2013-CRM-2015.aspx">this</a>&nbsp;Blog Article if you don&rsquo;t know how to create one.</span></p> </li> <li> <p><span style="font-size: small;">Fill in the following values and click on save:</span></p> </li> </ol> <p style="padding-left: 30px;"><strong style="font-size: small;">Name:</strong><span style="font-size: small;"> UseServerBasedSP</span><br /> <strong style="font-size: small;">IsCached:</strong><span style="font-size: small;"> Yes</span><br /> <strong style="font-size: small;">KeyValue:</strong><span style="font-size: small;"> true</span></p> <ul> </ul> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo3.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo3.PNG" width="500" height="256" /></a><br /> <em>Figure 3: New MSCRM-ADDONS.com Settingskeys</em></p> <p><span style="font-size: small; white-space: normal;">After clicking on the SmartBar Documents Button now, you should see the correct view without any errors.</span></p> <p><a href="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo4.PNG"><img alt="" src="http://mscrm-addons.com/images/blog/files/2016%2f1%2fInfo4.PNG" width="500" height="238" /></a></p> <p><em>Figure 4: Correct view without errors</em></p> <p><strong>That's it!</strong> We appreciate your feedback on our products and blog! Please share your thoughts by sending an email to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>!</p>9884How to enable debugging for SmartBarhttps://www.mscrm-addons.com/Blog/PostId/9797/how-to-enable-debugging-for-smartbarSmartBar (SB),SB 2013,SB 2015 / 2016Tue, 06 May 2014 16:14:00 GMT<p><span style="color: #ff0000;"><strong>+++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span><br /> <span style="color: #ff0000;">Please note: </span><br /> <br /> <span style="color: #ff0000;">This article applies to SmartBar in MS CRM 2013, 2015, as well as to MS CRM 2015/2016.</span></p> <p><span style="color: #ff0000;"><strong>+++++++++++++++++++++++++++++++++++++++++++++++++++</strong></span></p> <p>Basically, there are two possibilities to enable debugging:</p> <p><strong>Solution 1)</strong> Activating debugging by using the SmartBar Settings (recommended way, only if the SmartBar Settings doesn&rsquo;t work, use the second solution).</p> <p><strong>Solution 2)</strong> Activating debugging manually via MSCRM-ADDONS.com Settingskeys</p> <p>&nbsp;</p> <p><span style="font-size: small;"><strong>Solution 1) How to activate debugging by using the SmartBar Configuration, step-by-step description</strong></span></p> <p>Open the <em>Settings </em>of SmartBar for MS CRM 2013. <span style="color: #ff0000;">Please note, that only the users owning at least one of the selected SecurityRoles listed in the SmartBar Config, are able to see the Settings-Icon.</span>&nbsp;Please find the button that opens the settings in the <em>SmartBar </em>ribbon.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_616.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_616.png"></a><a title="Settings of the SmartBar Dialog highlighted in green" href="http://mscrm-addons.com/images/blog/files/image_616.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_589.png" alt="image" width="411" height="48" /></a></div> <br /> <em>Figure 1: Settings of the SmartBar Dialog highlighted in green</em></p> <p>This action will open the <em>SmartBar </em>Settings. There, select the <em>General Settings</em>-tab and enable debugging.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_617.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_617.png"></a><a title="Enable debugging in the SmartBar Settings" href="http://mscrm-addons.com/images/blog/files/image_617.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_590.png" alt="image" width="410" height="318" /></a></div> <br /> <em>Figure 2: Enable debugging in the SmartBar Settings</em></p> <p>If debugging is enabled, hit the <em><strong>[Save]</strong></em>-button. Now debugging is activated. Please scroll down and read detailed information on how to access the log files.</p> <p><span style="font-size: small;"><strong> <br /> Solution 2) HOW TO: activate debugging manually via the <em>MSCRM-ADDONS.com Settingskeys</em> step-by-step description </strong></span></p> <p>In CRM navigate to <em>Settings</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image%5B19%5D.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%5B19%5D.png"></a><a title="Settings in CRM" href="http://mscrm-addons.com/images/blog/files/image%5B19%5D.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[19]" src="http://mscrm-addons.com/images/blog/files/image%5B19%5D_thumb.png" alt="image[19]" width="413" height="55" /></a></div> <br /> <em>Figure 3: Settings in CRM</em></p> <p>In the settings, select <em>MSCRM-ADDONS.com Products</em>&nbsp;in the Extension area.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_618.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_618.png"></a><a title="the MSCRM-ADDONS.com Products in the Extension area." href="http://mscrm-addons.com/images/blog/files/image_618.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_591.png" alt="image" width="413" height="102" /></a></div> <br /> <em>Figure 4: the MSCRM-ADDONS.com Products in the Extension area.&nbsp;</em></p> <p>This action will open a list with all active MSCRM-ADDONS.com Products.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_619.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_619.png"></a><a title="Active MSCRM-ADDONS.com Products in CRM." href="http://mscrm-addons.com/images/blog/files/image_619.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_592.png" alt="image" width="408" height="280" /></a></div> <br /> <em>Figure 5: Active MSCRM-ADDONS.com Products in CRM.</em></p> <p>Next, select <em>SmartBar </em>with a double-click on it. In the next window search for <em>debugPlugin</em>.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_620.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_620.png"></a><a title="SmartBar debugPlugin" href="http://mscrm-addons.com/images/blog/files/image_620.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_593.png" alt="image" width="407" height="236" /></a></div> <br /> <em>Figure 6: SmartBar debugPlugin</em></p> <p>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="SmartBar debugPlugin - general information." href="http://mscrm-addons.com/images/blog/files/image_621.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_594.png" alt="image" width="403" height="198" /></a></div> <br /> <em>Figure 7: SmartBar debugPlugin - general information.</em></p> <p>If no setting with this name is found, you have to create a new <em>Settingskey</em>. To do this, please click on the drop-down-button next to SmartBar in the CRM ribbon and select <em>MSCRM-ADDONS.COM Settingskey</em>.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_635.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_635.png"></a><a title="Settingskey in the CRM ribbon" href="http://mscrm-addons.com/images/blog/files/image_635.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_608.png" alt="image" width="401" height="107" /></a></div> <br /> <em>Figure 8: Settingskey in the CRM ribbon</em></p> <p>In the following window, click on the <em><strong>[+ADD NEW MSCRM-ADDONS.com Settingskey]</strong></em>-button.&nbsp;</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_636.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_636.png"></a><a title="Add a new Settingskey to CRM" href="http://mscrm-addons.com/images/blog/files/image_636.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_609.png" alt="image" width="406" height="208" /></a></div> <br /> <em>Figure 9: Add a new Settingskey to CRM</em></p> <p>Now create a new <em>Settingskey </em>with the following value and save your settings.&nbsp;</p> <p>&nbsp;<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="New MSCRM-ADDONS.com Settingskey" href="http://mscrm-addons.com/images/blog/files/image_634.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_607.png" alt="image" width="396" height="208" /></a></div> <br /> <em>Figure 10: New MSCRM-ADDONS.com Settingskey<br /> &nbsp;</em></p> <p><span style="font-size: small;"><strong><br /> SOLUTION 2) How to acces the log files, step-by-step description&nbsp;</strong></span></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>.</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 in CRM" href="http://mscrm-addons.com/images/blog/files/image_623.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_596.png" alt="image" width="387" height="50" /></a></div> <br /> <em>Figure 11: Advanced Find in CRM&nbsp;</em></p> <p>This action will open the <em>Advanced Find</em>. There select the <em>MSCRM-ADDONS.com Debug</em>-entity and include the following condition <em>Name</em>&nbsp;must <em>Contain</em>&nbsp;<em>PTMSmartBar</em>. This ensures that only SmartBar log files will be retrieved. Then hit the <strong><em>[Results]</em></strong>-button.</p> <p><a href="http://mscrm-addons.com/images/blog/files/image_632.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_632.png"></a><a title="Advanced Find window in CRM." href="http://mscrm-addons.com/images/blog/files/image_632.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_605.png" alt="image" width="387" height="158" /></a></div> &nbsp; <br /> <em>Figure 11: Advanced Find window in CRM.</em></p> <p>The editor displayed in Figure 12 opens.&nbsp;</p> <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 functionality" href="http://mscrm-addons.com/images/blog/files/clip_image002_2.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image002" src="http://mscrm-addons.com/images/blog/files/clip_image002_thumb_1.png" alt="clip_image002" width="244" height="139" /></a></div> <br /> <em>Figure 12: Edit Columns functionality</em></p> <p>Use the <em>Add Columns</em>-functionality and add the <em>ptm_message</em>-field to the grid. Press the <em><strong>[OK]</strong></em>-button in order to continue.</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" href="http://mscrm-addons.com/images/blog/files/clip_image004_5.png"><img class="img-responsive" style="display: inline; border: 0px;" title="clip_image004" src="http://mscrm-addons.com/images/blog/files/clip_image004_thumb_5.png" alt="clip_image004" width="244" height="167" /></a></div> </strong><strong>&nbsp;<br /> </strong><em>Figure 13: Add columns</em></p> <p>Back to 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 the <em><strong>[Export MSCRM-ADDONS.com Debug]</strong></em>-button.&nbsp;</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="[Export MSCRM-ADDONS.com]-button in CRM Advanced Find" href="http://mscrm-addons.com/images/blog/files/image_625.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_598.png" alt="image" width="388" height="167" /></a></div> <br /> <em>Figure 14: <strong>[Export MSCRM-ADDONS.com]</strong>-button in CRM Advanced Find</em></p> <p>In the next dialog check &ldquo;Static worksheet ...&rdquo; and hit the <em><strong>[Export]</strong></em>-button.<strong>&nbsp;</strong></p> <p>Please send the excel log-file with a short error description and a screenshot to&nbsp;<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>9797