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/BlogSmartBar for Dynamics 365 UCI - Navigation item not found errorhttps://www.mscrm-addons.com/Blog/PostId/10289/smartbar-for-dynamics-365-uci-navigation-item-not-found-errorSmartBar (SB),SB 365Mon, 08 Jun 2020 14:19:57 GMT<div>This links to the pdf guide:</div> <p>&nbsp;</p> <p><a href="https://support.mscrm-addons.com/knowledgebase/smartbar-for-dynamics-365-navigation-item-not-found-error-in-new-uci">https://support.mscrm-addons.com/knowledgebase/smartbar-for-dynamics-365-navigation-item-not-found-error-in-new-uci</a></p> <p>​</p> <div>For further information please contact our support:<br /> support@mscrm-addons.com</div>10289Upgrade to Dynamics 365 Online Version 9.0.2.751 & higherhttps://www.mscrm-addons.com/Blog/PostId/10140/upgrade-to-dynamics-365-online-version-902751*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365Tue, 17 Jul 2018 13:27:03 GMT<p>&nbsp;If your&nbsp;Dynamics 365 Online will be upgraded to the <strong>version 9.0.2.751</strong>, you will have to switch to the latest versions of ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_34 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="34" data-gr-id="34">and</g> SmartBar.&nbsp;</p> <p>After the upgrade, you will face the problem, that ActivityTools, AttachmentExtractor, PowerSearch <g class="gr_ gr_27 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="27" data-gr-id="27">and</g> SmartBar are no longer loading, nothing is displayed and the license indicator remains blank.&nbsp;</p> <p>To avoid this problem, please upgrade our solutions to the versions below. More details about how to find the <strong>version number for each <g class="gr_ gr_28 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling" id="28" data-gr-id="28">mscrm</g>-addons products</strong> can be found <a href="http://www.mscrm-addons.com/Blog/PostId/10020/mscrm-addons-for-microsoft-dynamics-365-version-number-guide" target="_blank">here</a>.&nbsp;&nbsp;</p> <ul> <li>ActivityTools: version&nbsp;2017.21</li> <li>AttachmentExtractor:<br /> <span style="white-space: pre;"> </span>General version to 2018.37<br /> <span style="white-space: pre;"> </span>AttachmentExtractorCore Version to 2017.13 - <a href="http://www.mscrm-addons.com/Portals/0/MSDynamics365/AE/AttachmentExtractorCore.zip?ver=2018-07-24-125653-977">Download here</a><br /> <span style="white-space: pre;"> </span><strong>Please notice:</strong> If it still does not work - Disable all plugins starting with PTM.AE.Storage.&nbsp;</li> </ul> <ul> <li>PowerSearch: version 2017.14</li> <li>SmartBar: version 2017.8<br /> ​</li> </ul> <p>All versions can be found in our <a href="http://www.mscrm-addons.com/Downloads" target="_blank">Download Center</a>.</p> <p>Please note that the zip files contain an installer executable and a subfolder containing the solutions only. If you do not have a local Installation, please update the solutions in your Dynamics 365 manually. You only need to update the solutions, that are already present in your system.</p> <p>The mscrmaddons.com general solution only needs to be updated once per organization.</p> <p>​</p> <p><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!&nbsp;</strong></span><span style="background-color: #fcfcfc;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc;">.</span></span> </p> <p>&nbsp;</p> <p>​</p> <p>​​</p> <p>&nbsp;</p>10140Licensing Guide for Microsoft Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10090/licensing-guide-for-microsoft-dynamics-365*General*,ActivityTools (AT),AT 365,AttachmentExtractor (AE),AE 365,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),GC 365,PowerSearch (PS),PS 365,SmartBar (SB),SB 365,TelephoneIntegration (TI),TI 365Tue, 29 May 2018 16:59:03 GMT<p style="text-align: justify;">This blog article is intended to guide you through the usage of the License Manager for Dynamics 365. The License Manager allows you to manage your existing licenses and is part of the MSCRM-ADDONS installation.</p> <p style="margin-bottom: 10pt; text-align: justify;">There are two ways to get the License information:</p> <p style="text-align: justify;"><span>1) T</span><span>he Web License Manager<br /> </span>&nbsp; &nbsp; The web license manager has been designed to facilitate the installation of license keys within Dynamics 365.</p> <p style="text-align: justify;"><span>2)&nbsp;</span><span>The Local License Manager<br /> </span>&nbsp; &nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;<g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_run_anim Style multiReplace" id="129" data-gr-id="129">the</g><br /> <g class="gr_ gr_129 gr-alert gr_gramm gr_inline_cards gr_disable_anim_appear Style multiReplace" id="129" data-gr-id="129">&nbsp; &nbsp; addon</g>.&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 24px;"><strong><br /> </strong></span></p> <p style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong><span style="font-size: 24px;">1. The Web License Manager</span></strong></span></p> <p style="text-align: justify;">Open your Dynamics 365 Settings, navigate to MSCRM-ADDONS-section and click on the addon you want to manage the license for e. g. ActivityTools.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Dynamics 365 Settings – MSCRM-ADDONS-section " href="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png"> <img alt="Dynamics 365 Settings – MSCRM-ADDONS-section" width="686" height="178,5" class="img-responsive" src="/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure1_mscrm_section.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Dynamics 365 Settings &ndash; MSCRM-ADDONS-section</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">The main configuration window provides you with a few tabs that allow you to configure your addon in general, in this example ActivityTools. Please navigate to the Licensing-tab (highlighted in yellow below).&nbsp;</p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Licensing - ActivityTools" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png"><img alt="Licensing - ActivityTools" width="408" height="80" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure2_Licensing_tab.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Licensing - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">In the so opened ActivityTools Web License Manager, you are provided with all information regarding your license.&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Licensing window - ActivityTools " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png"><img alt="Licensing window - ActivityTools" width="455,5" height="370" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure3_AT_Licensing_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Licensing window - ActivityTools</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Product information&nbsp;</span></strong></span><br /> Provides you with the current version number of your selected addon, in this case, ActivityTools.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❷</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Current system information</span></strong><br /> Summary of your current license state. The red background indicates an issue with your license. In this example, your license has expired. For more information to possible license state, have a look at the corresponding&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620">Licensing Guide</a> documentation.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❸</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">License status</span></strong><br /> Provides you with a deeper insight into your license status.&nbsp; In this case, it is invalid because the license has expired.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❹&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">General license information</span></strong><br /> Displays details about the expiration date, version <g class="gr_ gr_137 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="137" data-gr-id="137">and</g> user count.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;"><span style="font-size: 24px;">❺</span><span style="font-size: 16px;">&nbsp;</span></span><strong><span style="font-size: 16px; color: #0077b3;">Install license</span></strong><br /> Please click the<strong> [Install license]</strong>-button to install a new license.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><strong><span style="font-size: 16px;">How to install a license</span></strong></span><br /> By clicking the [Install license]-button, you are provided with the Install license dialog (Figure 4). Follow the instructions carefully and insert your license key, which can be found in the email you have received from our support team.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Install license window " href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png"><img alt="Install license window" width="439,5" height="358,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure4_Install_license_window.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: Install license window</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">There are two different kinds of licenses&nbsp; - the paid license and the subscription license. Depending on which license you choose, please follow the instructions. More information about the different licenses can be found in the&nbsp;<a href="http://www.mscrm-addons.com/Portals/0/Licensing_Guide_February2018.pdf?ver=2018-03-30-102054-620" style="background-color: #ffffff;">Licensing Guide</a><span>&nbsp;documentation in the corresponding chapter.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: center;"><span style="font-size: 24px; color: #0077b3;"><strong>&nbsp;<span style="font-size: 24px;">The Local License Manager&nbsp;</span></strong></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>&nbsp;The local license manager is accessible as a standalone application or from the main configuration tool of&nbsp;the addon. There are two ways to open the License Manager:&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">1) Search for "License Manager - Dynamics 365" in the start pane and press <strong>[Enter]</strong> to start the program.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Start Pane – Search for License Manager" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png"><img alt="Start Pane – Search for License Manager" width="300,5" height="182,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure5_start_pane.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5:&nbsp;<span>Start Pane &ndash; Search for License Manager</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">OR</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">2) Open the Organization overview, select an organization and click on License Manager (highlighted in yellow).</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Organization overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png"><img alt="Organization overview" width="544,5" height="276,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure6_Organization_overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Organization overview&nbsp;</div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp; &nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;">Anyway, after the starting process, the window (see screenshot below) pops up:&nbsp;</p> <p style="margin-bottom: 10pt; text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License Manager Overview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png"><img alt="License Manager Overview" width="470,5" height="348" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure7_LM_Overview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: License Manager Overview<br /> <span style="color: #0077b3;"><br /> </span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #0077b3;"><span style="font-size: 24px; color: #0077b3;">❶</span><span style="font-size: 16px;">&nbsp;</span></span><span style="color: #0077b3;"><strong><span style="font-size: 16px;">Installed products</span></strong></span><br /> <span>This list provides you with an overview of all the MSCRM-<g class="gr_ gr_138 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="138" data-gr-id="138">ADDONS</g> products you have installed. Select a product to get the license details on the right side. In this case for ActivityTools.&nbsp;A green check, next to an add-on icon, means that its license is valid. A cross symbolizes an invalid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="font-size: 24px; color: #0077b3;">❷</span><span style="font-size: 16px;">&nbsp;<strong><span style="color: #0077b3;">Current system information</span></strong></span><br /> Summary of your current license state. The&nbsp;<span>green background indicates a valid license.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;">❸</span><strong><span style="font-size: 16px;">&nbsp;</span><span style="color: #0077b3;"><span style="font-size: 16px;">General license information</span><br /> </span></strong></span>Displays details about the expiration date, version&nbsp;<g class="gr_ gr_143 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="143" data-gr-id="143">and</g>&nbsp;user count.&nbsp;&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: left;"><span style="font-size: 24px; color: #0077b3;">❹</span>&nbsp;<span style="color: #0077b3;"><strong><span style="font-size: 16px;">License status</span></strong></span><br /> <span>Provides you with a deeper insight into your license status.&nbsp;&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #4f81bd;"><span style="font-size: 24px; color: #0077b3;"><g class="gr_ gr_145 gr-alert gr_tiny gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="145" data-gr-id="145">❺</g>&nbsp;</span><strong><span style="font-size: 16px; color: #0077b3;">Select license file</span></strong></span><br /> <span>On click, a file dialog will open which allows you selecting a license file.&nbsp;</span><span style="text-align: justify;">After selecting a file, the License Manager will analyze the license and show its information in a new dialog, like you can see below. To finish the installation, click on the </span><strong style="text-align: justify;">[Install this]</strong><span style="text-align: justify;">-button.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="License preview" href="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" style="background-color: #ffffff; text-align: justify;"><img alt="License preview" width="318" height="327,5" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Licensing_Guide_Dynamics365/Figure8_License_preview.png" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: License preview</div> <p><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">&nbsp;<br /> </span></strong><strong style="color: #0077b3; font-size: 2.2em; letter-spacing: -1px; text-align: justify;"><span style="font-size: 16px;">Upgrading your license</span></strong></p> <p style="text-align: justify;">To update or upgrade your license, you have two options:</p> <p style="text-align: justify;">1) <strong>Purchase a new license</strong> <strong>or an upgrade license</strong> directly in our online shop:<br /> <a href="http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx" style="background-color: #ffffff;">http://www.mscrm-addons.com/OnlineShop/tabid/80/language/de-DE/Default.aspx</a></p> <p style="text-align: justify;">OR</p> <p style="text-align: justify;">2) <strong>Contact our support</strong>&nbsp;</p> <p style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="font-size: 13px;"><span style="color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span>We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <div>&nbsp;</div> <br /> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10090SmartBar for Dynamics 365 - Extended Featureshttps://www.mscrm-addons.com/Blog/PostId/10038/smartbar-for-dynamics-365-extended-featuresSmartBar (SB),SB 365Wed, 04 Oct 2017 15:12:05 GMT<p>This article outlines how you can activate extended features of SmartBar for Dynamics 365.<br /> Steps described here can be necessary after installing SmartBar from Microsoft AppSource or after a manual solution import.<br /> <br /> <br /> <strong>Warning messages or notifications</strong><br /> <br /> If you get one of the underneath warning messages or notifications it is an indicator that the &ldquo;SmartBarServerExtension&rdquo; solution is not installed.</p> <p><img alt="" src="/Portals/0/Blog/smartbar-for-dynamics-365-extended-features/warningNote1.PNG" />&nbsp;</p> <p><img alt="" src="/Portals/0/Blog/smartbar-for-dynamics-365-extended-features/warningDialog1.PNG" style="width: 460px; height: 255px;" />&nbsp;<br /> <br /> <br /> Please follow these steps to install it:<br /> &nbsp; &bull; Download the SmartBarServerExtension.zip file&nbsp;(<a href="http://www.mscrm-addons.com/Portals/0/Blog/smartbar-for-dynamics-365-extended-features/SmartBarServerExtension.zip">Download Link</a>):<br /> &nbsp; &nbsp; &nbsp;<img alt="" src="/Portals/0/Blog/smartbar-for-dynamics-365-extended-features/Solutions.PNG" style="width: 219px; height: 30px;" /></p> <p>&nbsp; &bull; Open Dynamics 365 -&gt; Settings -&gt; Solutions -&gt; hit &ldquo;Import&rdquo;<br /> &nbsp; &bull; In the popping up dialog select the &ldquo;SmartBarServerExtension.zip&rdquo; and follow the wizard.<br /> <br /> After refreshing the Dynamics 365 page the functionality should be available.<br /> <br /> <strong><br /> Support</strong><br /> In case of any questions or problems please do not hesitate to contact our support: <a href="http://www.mscrm-addons.com/Support">Support Link</a></p>10038How do I configure navigation buttons to system views with SmartBar?https://www.mscrm-addons.com/Blog/PostId/10025/how-do-i-configure-navigationbuttons-to-system-views-with-smartbarSmartBar (SB),SB 365Fri, 07 Jul 2017 14:39:54 GMT<div> <p style="margin-top: 2pt; margin-bottom: 2pt;">With version 2016.112 we introduce some major features for SmartBar, which allow an easier handling of multiple views<span>&nbsp;and&nbsp;a smoother handling of count/color based buttons</span>. For further information on how to add a range to color-coded buttons, have a look at <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10021%2fhow-do-i-set-a-color-code-range-for-smartbar-buttons&amp;tabid=165&amp;portalid=0&amp;mid=2185">this article</a>.&nbsp; <div> </div> </p> <p style="margin-top: 2pt; margin-bottom: 2pt;">&nbsp;</p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #2e74b5;">Add Multiple Views button</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;">With version 2016.112 or higher, it is possible to move the same entity button more than once to the 'current on site'-section in the SmartBar settings. This allows you to rename the button and to add a specific view to it. This makes it possible for you to, e.g. create an "Activities - ALL"-button next to an "Activites - Closed"-button.&nbsp;</p> <p style="margin-top: 2pt; margin-bottom: 2pt;">&nbsp;</p> <p style="margin-top: 2pt; margin-bottom: 2pt;">To add a specific view to your button, you can simply edit an Entity Button (with a click on the <strong>[Gear icon]</strong>-button) and select a view from the Specific View-field, as highlighted on the below screenshot. This feature is available on both - metro and standard styling.&nbsp;</p> </div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Color" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Configure_Navigation_Buttons/Figure1_Add_multiple_views.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Configure_Navigation_Buttons/Figure1_Add_multiple_views.png" style="width: 231px; height: 349px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: Add Multiple Views button</p> <p>&nbsp;</p> <p><span>This example will result in a button that only counts and shows your Closed Activities.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Add new button" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Configure_Navigation_Buttons/Figure2_Result.png"><img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Configure_Navigation_Buttons/Figure2_Result.png" /></a>Figure 2: The Activities Closed button&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">​</p> <span><strong>That&rsquo;s it!</strong></span><span>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #ffffff;">support@mscrm-addons.com</a><span>.</span><br />10025How do I set a color-code range for SmartBar buttons?https://www.mscrm-addons.com/Blog/PostId/10021/how-do-i-set-a-color-code-range-for-smartbar-buttonsSmartBar (SB),SB 365Fri, 30 Jun 2017 13:56:25 GMT<div> <p style="margin-top: 2pt; margin-bottom: 2pt;">With version 2016.112 we introduce some major features for SmartBar, which allow a smoother handling of count/color based buttons and an easier handling of multiple views. For further information on how to add navigation buttons to system views, have a look <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f10022%2fhow-do-i-configure-navigation-buttons-to-system-views-with-smartbar&amp;tabid=165&amp;portalid=0&amp;mid=2185">at this article</a>.&nbsp; <div> </div> </p> <p style="margin-top: 2pt; margin-bottom: 2pt;">&nbsp;</p> <p style="margin-top: 2pt; margin-bottom: 2pt;"><span style="color: #2e74b5;">Count/colour based buttons</span></p> <p style="margin-top: 2pt; margin-bottom: 2pt;">With version 2016.112 or higher, it is possible to color code SmartBar buttons and to set a range on SmartBar buttons.&nbsp;<br /> <br /> </p> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="SmartBar Color Coding and range" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_1.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_1.png" style="width: 212px; height: 319px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 1: SmartBar Color Coding and range</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">To range the buttons, please open the SmartBar settings with a click on the <strong>[Gear icon]</strong>-button. In the so opened buttons-tab, please select the button you'd like to modify and click on the <strong>[Configure]</strong>-button. Of course, you could also create a new button. If you'd like to create a totally new button, please <a href="http://www.mscrm-addons.com/LinkClick.aspx?link=%2fBlog%2fPostId%2f9984%2fhow-to-create-a-crm-view-based-button-for-crm-201516&amp;tabid=165&amp;portalid=0&amp;mid=2185">see this article</a>.&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">In the so opened window, please click on ​the <strong>[Add]</strong>-button in the Button Background Color-field.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add Color" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_2.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_2.png" style="width: 231px; height: 349px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Add Color</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Here, you can<br /> - set a maximum count of related records for this color. <span><span style="font-size: 24px; color: #4f81bd;">❶</span>&nbsp;<br /> </span>(In our below example (see figure 4), the button will only appear in this color if the count of related records is smaller than 10.)<br /> <br /> - define a color <span style="font-size: 24px; color: #4f81bd;">❷</span>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> - or delete the button ​<span style="font-size: 24px; color: #4f81bd;">❸</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Add new button" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_3.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_3.png" style="width: 231px; height: 350px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 3: Add new button</p> The result looks like this. You may add as many buttons as you wish. <span style="color: #ff0000;">However,</span><span style="color: #ff0000;">&nbsp;the button's range must be set in an ascending order.&nbsp;</span> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="New button added" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_4.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_4.png" style="width: 211px; height: 319px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 4: New button added</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">We have created an example with various buttons for you. Please have a look at the result in figure 5.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Possible result" href="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_5.png"> <img alt="" class="img-responsive" src="http://mscrm-addons.com/portals/0/Blog/SmartBar_Color_Coding/SmartBar_5.png" style="width: 537px; height: 50px;" /></a></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 5: Possible result</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><strong>That's it! </strong>We aprreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.&nbsp;</p>10021How to enable debugging for SmartBar in MS Dynamics 365?https://www.mscrm-addons.com/Blog/PostId/10001/how-to-enable-debugging-for-smartbar-in-ms-dynamics-365SmartBar (SB),SB 365Wed, 08 Mar 2017 16:47:24 GMT<p>This blog article outlines how to activate debugging for SmartBar.<span style="color: #ff0000;"> Please note: </span>This step-by-step tutorial information refers to Microsoft Dynamics 365 only!&nbsp;</p> <p>1) Please navigate to Settings &gt; MSCRM ADDONS and click on SmartBar. &nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Click on SmartBar" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810"> <img alt="" class="img-responsive" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/ActivityTools/Screenshot_1.PNG?ver=2017-03-08-160156-810" style="width: 500px; height: 167px;" /> </a> </div> Figure 1: Click on SmartBar <br /> <br /> <p>2) In the so opened Getting-started surface, switch to the General settings-tab and set Debugging on 'enabled'.&nbsp;<br /> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Enable debugging" href="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/SmartBar/Screenshot_1.PNG?ver=2017-03-08-160254-347"><img alt="" src="/Portals/0/Blog/Activate%20Debugging%20MS%20Dyn%20365/SmartBar/Screenshot_1.PNG?ver=2017-03-08-160254-347" style="width: 500px; height: 169px;" /><br /> </a> </div> Figure 2: Enable debugging</p> <p>Once activated, you can use the buttons at the right side to modify the debugging process.<br /> <br /> Clicking on the <strong>[Show]</strong>-button displays all logs that were generated during the last xx hours.<br /> A click on the <strong>[Download]</strong>-button allows you to download the log-file (.xml).<br /> The <strong>[Delete]</strong>-button enables you to delete the log-files. &nbsp;</p> <p><strong>That's it! </strong>We appreciate your feedback! Please share your thoughts by sending an e-Mail to <a href="mailto:support@mscrm-addons.com" class="ApplyClass">support@mscrm-addons.com</a>!&nbsp;</p> <p>&nbsp;</p>10001Custom 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>9967