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>10289Recap: eXtreme365 & UG Summit in Orlando https://www.mscrm-addons.com/Blog/PostId/10281/recap-extreme365-ug-summit-in-orlando*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Mon, 09 Dec 2019 16:44:47 GMT<p>In mid-October, we had the opportunity to be part of the eXtreme365 and the UG Summit in Orlando, Florida.Both events exceeded all of our expectations. Thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth.&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The week started with extreme365 with a lot of great content from Microsoft and partners. It offered us the opportunity to shape future strategies and was a high-energy event where we could gain a deep-dive understanding of Microsoft&acute;s roadmap, expert community insight on overcoming real-world challenges and exceptional relationship&nbsp;building.&nbsp;The value of eXtreme365 is entdless, which was due to&nbsp;the excellent speakers and truly informative sessions. The event was amazing&nbsp;and full of great people.</p> <p style="background-color: #fcfcfc; text-align: justify;">Followed by User Group Summit with crowds of people, great exhibitors and a lot of new contacts and customer meetings.&nbsp;Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival. All in one we had great sessions and learned great Dynamics people!&nbsp;</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> <div style="padding-right: 10px; text-align: center;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <p style="text-align: center;"> <a title="eXtreme365 - photo gallery" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure1_team.jpeg"><img alt="eXtreme365 &amp; UG Summit - photo gallery" src="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure1_team.jpeg" width="533,33" height="300" style="text-align: center;" /></a> <a title="Crowded booth" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure2_crowded_booth.jpeg"></a> <a title="Crowded room at our showcase " href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure3_Patrick_on_stage.jpeg"></a> <a title="Happy faces in Orlando" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure4_happy_faces.jpeg"></a></p> <a title="Happy faces in Orlando" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure4_happy_faces.jpeg"> </a></div> <a title="Happy faces in Orlando" href="http://www.mscrm-addons.com/Portals/0/Blog/Recap_eXtreme365_Summit_Orlando/Figure4_happy_faces.jpeg"> </a> <p style="text-align: center;">eXtreme365 &amp; UG Summit - photo gallery</p> <p style="background-color: #fcfcfc; text-align: justify;">Both events were amazing&nbsp;and full of great people. From the very first moment, we knew that being a sponsor had been a great decision.&nbsp;All in all, the events were a complete success for partners and customers. Being part was a great and really very special experience!&nbsp;We want to thank the organizers of that outstanding event for their commitment!&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><strong>&nbsp;There are no strangers here; only friends you haven&rsquo;t met yet.</strong><br /> - William Butler Yeats</p> <p style="background-color: #fcfcfc; text-align: justify;">​</p>10281How to disable the user button order configuration for SmartBarhttps://www.mscrm-addons.com/Blog/PostId/10228/how-to-disable-the-user-button-order-configuration-for-smartbar*General*,RecordCounter (RC),SmartBar (SB)Mon, 29 Jul 2019 13:58:12 GMT<p><span>If you need a static order of the buttons in the SmartBar Ribbon,<br /> disable the &bdquo;Enable Drag Option&ldquo; in the <strong>CRM &gt; Settings &gt; SmartBar &gt; General Settings</strong>:</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" General Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg"> <img alt=" General Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure1.jpg" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: General Settings </em> </div> </div> <p>&nbsp;</p> <p><span>Afterwards delete the user specific button order in the <strong>CRM &gt; Settings &gt; SmartBar &gt; Global Settings</strong>:</span></p> <p><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" style="background-color: #ffffff;"><img alt=" Global Settings " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg" /></a></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title=" Global Settings " href="/Portals/0/Blog/How_to_disable_the_user_button_order_configuration_for_SmartBar/Figure2.jpg"> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: Global Settings </em> </div> </div> <p>&nbsp;</p> <p><strong><span>That&rsquo;s it!</span></strong><span style="background: white; color: black;"> We appreciate your feedback! Please share your thoughts by sending an email to</span><span style="background: white; color: #777777;"> </span><a href="mailto:support@mscrm-addons.com"><span style="background: white; padding: 0cm; border: 1pt none windowtext;">support@mscrm-addons.com</span></a></p> <p>&nbsp;</p>10228Per User Licensing limitationshttps://www.mscrm-addons.com/Blog/PostId/10219/per-user-licenese-limitation*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Wed, 05 Jun 2019 09:38:44 GMT<p style="text-align: justify;">For most of our products we do allow to either license all active users or only the subset of users that requires to use our solutions. This comes with certain limitations in functionality where usage of our Addon cannot be related back to a specific user.<br /> <br /> ​This blog article explains the limitations and considerations you need to be aware of when purchasing a "per User" license.&nbsp;<br /> <br /> <strong style="color: #0077b3;">DocumentsCorePack</strong></p> <ul> <li style="text-align: justify;"><span style="color: #0077b3;"><strong></strong></span>Workflow capabilities disabled: This means that document automation inside Worfklows is not possible. </li> </ul> <p style="text-align: justify;">​</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;"><strong>ActivityTools, SmartBar, PowerSearch: (Elements embedded into Entity - forms)</strong><br /> </span><span style="background-color: #fcfcfc; text-align: justify;"></span></p> <ul> <li style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">Form Element shows "no license" message: Users without a license will see a "license error" message instead of our AddOn. As this can take a severe amount of space on your form we do recommend to create separate forms for users with/without a license for our solutions.</span></li> </ul> <p style="text-align: justify;">More information about how to activate per User Licensing in Dynamics 365 can be found in this&nbsp;<a href="https://www.mscrm-addons.com/Blog/PostId/10147/how-to-activate-per-user-licensing-in-dynamics-365" style="background-color: #ffffff;">blog article</a>.</p>10219How licenses are countedhttps://www.mscrm-addons.com/Blog/PostId/10217/how-licenses-are-counted*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Tue, 28 May 2019 06:59:52 GMT<p style="text-align: justify;">This blog article outlines how licenses are counted in our system. The counting mechanism varies depending on the type of license being used. We differentiate here between two types of licenses &ndash; the Normal licenses and the TeamMember licenses. Below &nbsp;are the two different license types and a description of how the count works for each. You will also find a description on where to find information about your counted licenses.&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify;"></span><span style="color: #0077b3;"><span style="font-size: 24px;">❶ </span><span style="font-size: 18px;">Normal licenses</span></span><span style="font-size: 18px;">&nbsp;</span><br /> <span style="text-align: justify;">For the required licenses, all users that are activated and have as Access Mode &ldquo;Read-Write&rdquo; in Dynamics 365, are counted.</span><span style="text-align: justify;">&nbsp; </span><span style="text-align: justify;">Users with &ldquo;Administrative&rdquo; as Access Mode are not counted.</span></p> <p style="text-align: justify;">There is the possibility to count only users with a security role for licensing. <strong>Important:</strong> We are counting user licensing assigned to the user directly or via team membership. To activate this feature the only thing you need to do is to create a new settingsKey for AutoMerge called &ldquo;CountUsersWithSecurityRolesOnly&rdquo; with value &ldquo;true&rdquo; as you can see in the figure below. More information about how to create<span>&nbsp; </span>settingsKeys can be found <a href="https://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365" target="_blank">here</a>.</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="New SettingsKey - CountUsersWithSecurityRolesOnly " href="/Portals/0/Blog/How_licenses_are_counted/Figure1.png"> <img alt="New SettingsKey - CountUsersWithSecurityRolesOnly" width="411,5" height="160,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: New SettingsKey - CountUsersWithSecurityRolesOnly</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;"><span> Additionally, there are users who have app access security roles as you can see highlighted in the figure below. App access security roles are predefined roles by Microsoft and are automatically assigned to users. &nbsp;These security roles will not be counted by DCP until you modify them.</span></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="App access security roles " href="https://www.mscrm-addons.com/Portals/0/Blog/How_licenses_are_counted/Figure2.png" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; font-size: 14px; font-family: 'Open Sans', Arial, sans-serif; background-color: #ffffff; text-decoration-line: underline;"><img alt="App access security roles" width="572" height="237,5" class="img-responsive" src="https://www.mscrm-addons.com/Portals/0/Blog/How_licenses_are_counted/Figure2.png" /></a></div> <div><span style="text-decoration: underline; color: #0077b3;"><br /> </span><a title="App access security roles " href="/Portals/0/Blog/How_licenses_are_counted/Figure2.png"> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: App access security roles</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="color: #0077b3;"><span style="font-size: 24px;">❷ </span><span style="font-size: 18px;">TeamMember licenses<br /> </span></span>&nbsp;If you have TeamMember licenses, please notice that these are counted different. TeamMember are assigned to specific license groups in Azure Active Directory and only two types are counted &ndash; the &ldquo;DYN365_ENTERPRISE_TEAM_MEMBERS" and the "DYN365_TEAM_MEMBERS".</p> <p style="margin-bottom: 8pt; text-align: justify;"><span>Find more information on how to activate TeamMember licenses </span><a href="https://www.mscrm-addons.com/Blog/PostId/10094/how-to-activate-aad-teammember-licensing" target="_blank"><span>here</span></a><span>.</span></p> <p style="margin-bottom: 8pt; text-align: justify;"><span>&nbsp;</span></p> <p style="margin-bottom: 8pt; text-align: justify;"><span style="font-size: 18px; color: #0077b3;">Where to find information about counted licenses?<br /> </span>Sometimes it may be unclear how we count the amount of relevant Dynamics 365 users for licensing.&nbsp; In order to show which Dynamics 365 users are counted, we have included the "User Count Info" overview.&nbsp; It can be accessed via the Web License Manager (Dynamics 365 &gt; Settings &gt; MSCRM-ADDONS area &gt; DocumnetsCorePack (or any other addon).&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;">In the configuration window, please navigate to the <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;<strong>Licensing server</strong>-tab. Here you can see the number of site licenses - in this case&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span> 22 users. For detailed information please hit the&nbsp;<span style="font-size: 24px; color: #0077b3;">❸</span><strong> [User Count info]</strong>-button at the bottom <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">(required &ldquo;MSCRM-ADDONS.com General&rdquo; solution version 2017.53 or 2018.53)</span>.&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="Count users info " href="/Portals/0/Blog/How_licenses_are_counted/Figure3.png"> <img alt="Count users info" width="603" height="384" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: User count info</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="margin-bottom: 8pt; text-align: justify;">​For DocumentsCorePack Online services you can access via the <a href="https://www.mscrm-addons.com/Products/DocumentsCorePack/ServiceConfiguration">Service Configuration</a> as well. Click on the <strong>[View &amp; Install license]</strong>-button and navigate to <strong>Users </strong>as you can see in the figure below.&nbsp;<span style="text-align: justify;">No matter which way you choose this will open the User count info overview.&nbsp;</span></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="User count info overview " href="/Portals/0/Blog/How_licenses_are_counted/Figure4.png"> <img alt="User count info overview" width="468" height="332,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: User count info overview</em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;">In the so openend window, you can see four sections:&nbsp;</p> <ul> <li><strong>Summary</strong>: Displays basic information as you can see in the figure above</li> <li><strong>Full licenses Users:</strong>&nbsp;Provides you with a list of all users which require a full license</li> <li><strong>Licensing Relevant Roles</strong>: If a user has assigned such a security role, he is counted for licensing</li> <li><strong>Licensing Unrelevant Roles</strong>: These are automatically assigned app access roles. If a user has these roles assigned only, he is not counted for licensing</li> </ul> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>Open the <strong>Full licenses Users</strong> by hitting the plus symbol on the left side. Here y</span>ou can use the search box to look for specific users by their &ldquo;User Name&rdquo;. Hit on &ldquo;Click to see the Roles&rdquo;&nbsp; on the right side in order to see the relevant roles assigned to that user. &ldquo;(User)&rdquo; means the role is directly assigned, &ldquo;(Team)&rdquo; means the role is assigned to a team that user is a member of.</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="Full license users" href="/Portals/0/Blog/How_licenses_are_counted/Figure5.png"> <img alt="Full license users" width="591,5" height="354" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Full license users</em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;"><span style="text-align: justify;">Via the Web License Manager,&nbsp;</span>&nbsp;you also have the <span>possibility&nbsp;</span>to download the whole overview by hitting the <strong>[Download]</strong>-button at the bottom (e.g. to send it to our support).&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="Download user count info " href="/Portals/0/Blog/How_licenses_are_counted/Figure6.png"> <img alt="Download user count info " width="504" height="286,5" class="img-responsive" src="/Portals/0/Blog/How_licenses_are_counted/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 6: Download user count info </em></div> </div> <p style="text-align: justify;">&nbsp;&nbsp;</p> <p style="text-align: justify;"><strong style="font-size: small;"><br /> ​<span style="background-color: #fcfcfc;">That's it!</span></strong><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a class="ApplyClass" href="mailto:support@mscrm-addons.com" style="font-size: small; background-color: #ffffff;">support@mscrm-addons.com</a><span style="font-size: small; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.&nbsp;</span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">​ </p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">&nbsp;</p>10217Dynamics 365 Unified Interface limitationshttps://www.mscrm-addons.com/Blog/PostId/10192/dynamics-365-unified-interface-limitations*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Thu, 14 Feb 2019 13:04:11 GMT<p>The current version of this article can be found via the following link:</p> <p><a href="https://support.mscrm-addons.com/knowledgebase/dynamics-365-unified-interface-limitations">https://support.mscrm-addons.com/knowledgebase/dynamics-365-unified-interface-limitations</a><br />  </p> 10192CRM Sandbox Plugin errors and resolutions https://www.mscrm-addons.com/Blog/PostId/10164/crm-sandbox-plugin-errors-and-resolutions*General*,ActivityTools (AT),AT 365,PowerSearch (PS),SmartBar (SB)Thu, 29 Nov 2018 07:39:37 GMT<p style="text-align: justify;">This blog article outlines how to handle the CRM Sandbox Plugin errors.</p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Long loading time of add-ons<br /> </strong></span>ActivityTools, PowerSearch, and SmartBar use a CRM sandbox plugin in the background. It is a known CRM problem that the first plugin execution could take very long. Unfortunately, it is beyond our control. More information can be found <a href="https://community.dynamics.com/crm/f/117/t/198580" target="_blank" style="background-color: #ffffff;">here</a>.&nbsp;<span style="color: #0077b3;"><strong><br /> </strong></span></p> <p style="text-align: justify;">If you have not used the add-on for a long time or the handler opens a new worker process this can happen. But if you use the&nbsp;add-on frequently (like in a production environment), the plugin will stay cached and this initiation should not happen very often.&nbsp;</p> <p style="text-align: justify;">If you load the add-on a few times after each other (independent&nbsp;if it is for the same record or not), at least from the 7th execute on it should be normal fast. Based on our information CRM starts 6 worker process maximum. The 7th execute will use one of the existing.&nbsp;</p> <p style="text-align: justify;">But that it can take longer to load than a default CRM field is normal because add-ons get started on page load. At this time CRM internal components are almost finished.&nbsp;</p> <p style="text-align: justify;"><span style="color: #0077b3;">&nbsp;<br /> <strong>Communication object error</strong></span><br /> If ActivityTools, SmartBar, PowerSearch or the license information request the configuration page fails, a red error message will be displayed. If it contains the following message, it indicates that anything is not correct with the CRM Sandbox&nbsp;service.&nbsp;</p> <p><span style="background: red;"><g class="gr_ gr_53 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="53" data-gr-id="53"><span style="color: #000000;">Mesasge</span></g><span style="color: #000000;">: System.ServiceModel.Security.SecurityNegotiationException: Microsoft Dynamics CRM has experienced an error.</span></span></p> <p style="text-align: justify;"><strong><span style="color: #7f7f7f;">How to solve for NOT CRM online organizations:&nbsp;</span></strong><br /> Go to the CRM Server (in case of multiple servers to the backend server) -&gt; Services Look for "Microsoft Dynamics CRM Sandbox Processing Services" and restart it.&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="Look for " href="/Portals/0/Blog/CRM_Sandbox_Plugin_errors_and_resolutions/Figure1.png"> <img alt="Look for " width="624,5" height="92,5" class="img-responsive" src="/Portals/0/Blog/CRM_Sandbox_Plugin_errors_and_resolutions/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Look for &ldquo;Microsoft Dynamics CRM Sandbox Processing Services&rdquo;<br /> <br /> <br /> </em></div> </div> <p style="text-align: justify;">If this should still not work, please check the Sandbox service configuration as shown in this <a href="https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/deployment-administrators-guide/hh699825(v=crm.8)#microsoft-dynamics-365-sandbox-processing-service" target="_blank">article</a>. In many cases, a wrong or not set SPN is the reason for the issue.&nbsp;</p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.&nbsp;&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span> </span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">​</p> <p style="text-align: justify;">​</p>10164How to check the installation status on Microsoft AppSourcehttps://www.mscrm-addons.com/Blog/PostId/10158/how-to-check-the-installation-status-on-microsoft-appsource*Features / News*,*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Thu, 15 Nov 2018 15:29:43 GMT<p>This blog article outlines how to check the installation status on Microsoft AppSource. For example, if you started the installation of <a href="https://appsource.microsoft.com/en-gb/product/dynamics-365/mscrm-addons.76452909-8f8e-40af-a910-947178f18c38?tab=Overview" target="_blank">GroupCalendar </a>form Microsoft AppSource. At a later time, you want to check if the installation is completed or if there were any problems. This article explains how this can be done.</p> <p>First, go to the Microsoft 365 Admin Center. Within Dynamics 365 hit on <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>"Navigate to other applications" and hit <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>"Admin".&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Microsoft 365 Admin Center" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure1.png"> <img alt="Microsoft 365 Admin Center" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure1.png" width="120,5" height="329,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Microsoft 365 Admin Center</em></div> </div> <p>&nbsp;</p> <p>Next, please navigate within Microsoft 365 admin center to the section "Admin centers" as you can see below.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Admin Centers" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure2.png"> <img alt="Admin Centers" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure2.png" width="132,5" height="287" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Admin Centers</em></div> </div> <p>&nbsp;</p> <p>In the so opened management console select the correct <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span>organization and hit on <span style="font-size: 24px; color: #0077b3;">❷</span>"Solutions".&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Dynamics 365 management console" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure3.png"> <img alt="Dynamics 365 management console" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure3.png" width="410" height="295,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Dynamics 365 management console (in the German language here)&nbsp;<br /> <br /> </em></div> </div> <p>&nbsp;</p> <p>Next, please select the product for which you want to get more information - in this case, GroupCalendar.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Installation status of GroupCalendar" href="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure4.png"> <img alt="Installation status of GroupCalendar" class="img-responsive" src="/Portals/0/Blog/How_to_check_the_installation_status_on_MS_AppSource/Figure4.png" width="515,5" height="345,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Installation status of GroupCalendar</em></div> </div> <p>&nbsp;</p> <span style="font-size: 13px;"><span style="background-color: #fcfcfc;"><strong>That&rsquo;s it!</strong>&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;<a href="mailto:office@mscrm-addons.com" style="background-color: #ffffff;">office@mscrm-addons.com</a>.&nbsp;</span><span style="background-color: #fcfcfc;">&nbsp;</span></span>10158How to activate per User Licensing in Dynamics 365https://www.mscrm-addons.com/Blog/PostId/10147/how-to-activate-per-user-licensing-in-dynamics-365*General*,ActivityTools (AT),DCP 2016,DocumentsCorePack (DCP),DCP 365,GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI),TI 365Fri, 24 Aug 2018 10:24:43 GMT<p style="text-align: justify;">This article outlines how to activate a per User License in Dynamics&nbsp;365 for <strong>ActivityTools, GroupCalendar, PowerSearch, SmartBar <g class="gr_ gr_80 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="80" data-gr-id="80">and</g> TelephoneIntegration.</strong></p> <p style="text-align: justify;"><span style="color: #777777;">For <strong>DocumentsCorePack</strong> the first steps are the same. Please follow the link when you will be asked for.</span></p> <p style="text-align: justify;"><span>When using &ldquo;per User&rdquo; licensing, it is mandatory to enable all users that should be licensed within Dynamics&nbsp;365.&nbsp;Licenses for TelephoneIntegration are always per User. It is also possible to have per User licenses for ActivityTools, GroupCalendar, PowerSearch <g class="gr_ gr_77 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="77" data-gr-id="77">and</g> SmartBar.<br /> This example concerns the TelephoneIntegration license.</span></p> <p style="text-align: justify;"><span>To check the license after installing via the License Manager please go to <strong>CRM-&gt;Settings-&gt;MSCRM-<g class="gr_ gr_71 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="71" data-gr-id="71">ADDONS</g>-Tab.</strong><br /> Now choose the Addon you want to check the License for. In this case, we select&nbsp;TelephoneIntegration.<span style="white-space: pre;"> </span></span></p> <p style="text-align: justify;"><span><span style="white-space: pre;"></span>If you want to select&nbsp;<strong>DocumentsCorePack</strong><span style="text-decoration: underline;"><strong>,</strong></span><strong>&nbsp;</strong><strong><a href="#Figure4">please click here</a></strong><strong><span style="color: #0077b3;"></span></strong>.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Addon overview " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure0.png"> <img alt=" Addon overview" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure0.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 1: <g class="gr_ gr_268 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" id="268" data-gr-id="268">MSCRM-<g class="gr_ gr_267 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="267" data-gr-id="267">ADDONS</g></g> overview</em></div> </div> <p><span>&nbsp;</span></p> <p style="text-align: justify;"><span>When the Get Started-page of&nbsp;TelephoneIntegration opens, please navigate to the Licensing-Tab.&nbsp;</span>It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Activate per User license " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure1.png"> <img alt=" Activate per User license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure1.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 2: Activate per User license</em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span>After installing the new license, the </span><span style="font-size: 24px; color: #0077b3;">❶</span><span> access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the </span><span style="font-size: 24px; color: #0077b3;">❷</span><span> <strong>[Activate Users]</strong>-button to enable specific users.</span></p> <p style="text-align: justify;"><span><br /> </span>In the window below, you can select the users, that should be licensed within Dynamics 365.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select the users you want to activate " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png"> <img alt="Select the users you want to activate " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 3: Select the users you want to activate </em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;"><span>After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three <g class="gr_ gr_75 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="75" data-gr-id="75">of ten</g> users enabled to use TelephoneIntegration.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <a title=" Valid license " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure3.png"> <img alt=" Valid license " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure3.png" id="Figure4" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 4: Valid license </em> </div> </div> <p>&nbsp;</p> <p><strong style="text-align: justify;"><span style="color: #0077b3;"><br /> How to activate a per User License in Dynamics&nbsp;365 for</span></strong><span style="text-align: justify;">&nbsp;</span><strong style="text-align: justify;"><span style="color: #0077b3;">DocumentsCorePack</span></strong></p> <p style="text-align: justify;">Here we select&nbsp;<span>DocumentsCorePack.</span></p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Addon overview - DCP " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure5.png"> <img alt=" Addon overview - DCP" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure5.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 5: Addon overview - DCP</em></div> </div> <p><span>&nbsp;</span></p> <p>Licenses for DocumentsCorePack-ClientBased are usually per User.<br /> It is also possible to have per User licenses for DocumentsCorePack_ServerBased (from <span>Small to Enterprise&nbsp;</span>package).</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Get Started-page " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure6.png"> <img alt=" DCP - Get Started-page " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure6.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> <em>Figure 6: DCP - Get Started-page </em> </div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">When the Get Started-page of DocumentsCorePack opens, please choose, if you want to activate Client license or Server license and go to the accordingly tab.<br /> It often occurs, that after installing the license via the License Manager a window appears that looks like in the figure below:</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Activate per User license" href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure7.png"> <img alt=" DCP - Activate per User license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure7.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 7: DCP - Activate per User license</em> </div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After installing the new license, the <span style="font-size: 24px; color: #0077b3;">❶</span> access is denied. This is due to the fact, that the user, that is running the license manager (usually an admin) itself is not a licensed user at this point. Click on the<span style="font-size: 24px; color: #0077b3;"> ❷</span><strong> [Activate Users]</strong>-button to enable specific users.<br /> In the window below, you can select the users, that should be licensed within Dynamics 365.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Select the users you want to activate " href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png"> <img alt="Select the users you want to activate " width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure2.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 8: DCP - Select the users you want to activate</em></div> </div> <p>&nbsp;</p> <p style="text-align: justify;">After enabling users to use our addon, the red cross is gone, and the user account has changed due to the number of activated users. As you can see below, there are three <g class="gr_ gr_74 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="74" data-gr-id="74">of ten</g> users enabled to use TelephoneIntegration.</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" DCP - Valid license" href="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure9.png"> <img alt=" DCP - Valid license" width="40%" class="img-responsive" src="/Portals/0/Blog/How_to_activate_per-User_licensing_in_Dynamics_365/Figure9.png" /> </a> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <em>Figure 9: DCP - Valid license</em> </div> </div> <p>&nbsp;</p> <p><span style="font-size: 13px;"><strong><span>That&rsquo;s it!</span></strong><span style="background: white;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to<span style="color: #777777;">&nbsp;</span><span style="padding: 0cm; border: 1pt none windowtext; color: #0077b3;"><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></span></span></p>10147Upgrade 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>10140Add Config SiteMap entries manually https://www.mscrm-addons.com/Blog/PostId/10099/add-config-sitemap-entries-manually*General*,ActivityTools (AT),AttachmentExtractor (AE),AutoMerge (AM),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Mon, 02 Jul 2018 08:44:34 GMT<p style="text-align: justify;">This blog article outlines how to manually add SiteMap entries linking to our product config pages.&nbsp;</p> <p style="text-align: justify;">After installing our products you normally get an entry for our product entity "Products" and an entry for each of our products linking to its configuration page. By default, these entries can be found in <strong>Dynamics 365</strong> under&nbsp;<strong>Settings </strong>as you can see in the figure below.</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="'Default settings: MSCRM-ADDONS Products " href="/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure1_Settings_mscrmaddons_products.png"> <img alt="Default settings: MSCRM-ADDONS Products" class="img-responsive" src="/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure1_Settings_mscrmaddons_products.png" width="451,5" height="345,5" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: Default settings: MSCRM-<g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="51" data-gr-id="51">ADDONS</g> Products</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Unfortunately, it can happen that these entries do not appear like the following figure shows.</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em></em></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><a title="Missing SiteMap entries " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure2_Missing_SiteMap_Entries.png"><img alt="Missing SiteMap entries" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure2_Missing_SiteMap_Entries.png" width="542,5" height="255" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Missing SiteMap entries<br /> <br /> <br /> </div> </em> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>A reason for this issue can be a customized SiteMap. In this case, you can add these entries manually bis using the SiteMap editor. The following steps <g class="gr_ gr_54 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="54" data-gr-id="54">describe</g> you how this can be done for example for DocumentsCorePack.&nbsp;</em><em> </em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Please click on <strong>Customizations</strong> in the Settings area and select <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><strong>Customize the System</strong>. In the so opened window, please search for&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span> <strong>Client Extensions</strong> and choose&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Site Map</strong> which opens the SiteMap Designer.&nbsp;</em></p> </div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Customize the System " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure3_Customize_system.png"><img alt="Customize the System" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure3_Customize_system.png" width="569,5" height="334" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 3: Customize the System</div> <p style="text-align: justify;">&nbsp;</p> <p>In the SiteMap Designer please&nbsp;select the SiteMap entry you want to customize - in this case, <span style="font-size: 24px; color: #0077b3;">❶&nbsp;</span><strong>Settings</strong>. Next, hit the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span><strong> [Add]</strong>-button and select <span style="font-size: 24px; color: #0077b3;">❸</span> <strong>Group</strong>.&nbsp;&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="SiteMap Designer - Add Group " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure4_Add_Group.png"><img alt="SiteMap Designer - Add Group" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure4_Add_Group.png" width="543,5" height="340" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 4: SiteMap Designer - Add Group<br /> <br /> <br /> On the right side please enter the <strong>Title </strong>of your Group - MSCRM-ADDONS in this case (highlighted in yellow). The Id is automatically generated.&nbsp;</div> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Set group title " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure5_Group_title.png"><img alt="Set group title" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure5_Group_title.png" width="803,5" height="230,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 5: Set group title</div> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Next, please add a new <strong>Subarea </strong>as you can see highlighted in yellow in the figure below.</p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Add new Subarea " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure6_Add_Subarea.png"><img alt="Add new Subarea" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure6_Add_Subarea.png" width="705,5" height="395,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 6: Add new Subarea</div> <p>&nbsp;</p> <p>Arrange your Subarea by setting the values below:<br /> <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;Type = Entity <br /> ​<span style="font-size: 24px; color: #0077b3;">❷</span> Entity = MSCRM-ADDONS.com Products <br /> <span style="font-size: 24px; color: #0077b3;">❸</span> Title = Products&nbsp;</p> <p> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Configure Subarea " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure7_Configure_Subarea.png"><img alt="Configure Subarea" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure7_Configure_Subarea.png" width="716" height="294" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 7: Configure Subarea<br /> <br /> <br /> </div> <div>As <span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">explained&nbsp;</span>before, please add another Subarea and set the values below:<br /> <br /> <span style="color: #0077b3;"><strong>DocumentsCorePack:&nbsp;</strong></span></div> <p> <span style="font-size: 24px; color: #0077b3;">❶</span><span>&nbsp;Type = Web Ressource&nbsp;</span><br /> <span> </span><span style="font-size: 24px; color: #0077b3;">❷</span><span>&nbsp;URL&nbsp; = AutoMergeConfig <span style="color: #7f7f7f;">(ptm_AutoMerge/AutoMergeConfig.html)</span></span><br /> <span style="font-size: 24px; color: #0077b3;">❸</span><span>&nbsp;Title = DocumentsCorePack<br /> </span><span style="font-size: 24px; color: #0077b3;">❹</span> Icon =&nbsp;<span style="color: #7f7f7f;">ptm_Icon32x32_White.png</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Add DocumentsCorePack to the MSCRM-ADDONS area " href="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure8_Configure_Subarea.png"><img alt="Add DocumentsCorePack to the MSCRM-ADDONS area" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/Add_Config_SiteMap_entries_manually/Figure8_Configure_Subarea.png" width="712,5" height="342" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">Figure 8: Add DocumentsCorePack to the MSCRM-ADDONS area</div> <p>&nbsp;</p> <p>Now you can see your first product in the MSCRM-ADDONS area - in this case DocumentsCorePack. This process is the same for all our other products.&nbsp;</p> <p>Below please&nbsp;find the right values for each product. As <strong>Type</strong> always please select <strong>Web Resource </strong>and the Icon value is always the same:&nbsp;<span><strong>Icon =&nbsp;</strong></span><span style="color: #7f7f7f;"><strong>ptm_Icon32x32_White.png</strong></span></p> <p><span style="color: #0077b3;"><strong>AttachmentExtractor:&nbsp;</strong></span><br /> <span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_attachmentextractor/solutionconfig/SolutionConfig.html</span><br /> </span><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;">Title = AttachmentExtractor&nbsp;</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><strong><span style="color: #0077b3;">ActivityTools<br /> </span></strong>URL&nbsp; =<span style="color: #7f7f7f;">&nbsp;</span></span><span style="color: #7f7f7f;">ptm_ActivityTools/config/Settings.html</span><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><br /> Title =&nbsp;ActivityTools</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"><strong><span style="color: #0077b3;">GroupCalendar</span></strong><br /> URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_groupcalendar/solutionconfig/SolutionConfig.html</span>&nbsp;<br /> Title =&nbsp;GroupCalendar</span></p> <p><span style="font-size: 14px; font-family: 'Open Sans', Arial, sans-serif;"></span><strong><span style="color: #0077b3;">PowerSearch</span></strong><br /> UR<span style="color: #7f7f7f;">L&nbsp; =&nbsp;ptm_PowerSearch/html/Config.html<br /> Title =&nbsp;PowerSearch</span></p> <p><strong><span style="color: #0077b3;">SmartBar</span></strong><br /> URL&nbsp; =&nbsp;<span style="color: #7f7f7f;">ptm_SmartBar/solutionconfig/SolutionConfig2.html</span>&nbsp;<br /> Title =&nbsp;<span>SmartBar</span></p> <p><strong><span style="color: #0077b3;">TelephoneIntegration</span></strong><br /> URL&nbsp;<span style="color: #7f7f7f;"> =&nbsp;ptm_telephoneintegration/solutionconfig/SolutionConfig.html&nbsp;</span><br /> Title = <span>TelephoneIntegration<br /> <br /> </span></p> <p style="background-color: #fcfcfc;"><span style="font-size: 13px;"><span style="text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="text-align: justify;">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; text-align: justify;">support@mscrm-addons.com</a><span style="text-align: justify;">.</span></span></p> <span> </span> <p>&nbsp;</p>10099Licensing 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 Button area and Menu countinghttps://www.mscrm-addons.com/Blog/PostId/10086/smartbar-button-area-and-menu-countingSmartBar (SB)Tue, 08 May 2018 12:07:50 GMT<p>This article describes the differences between SmartBar button area and SmartBar menu counting and how these can be configured.</p> <p><span style="color: #0077b3;"><strong>SmartBar button area</strong></span><br /> Shows SmartBar buttons/tiles in a defined place on a Dynamics 365 record-form.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="SmartBar button area " href="/Portals/0/Blog/SB_button_area_and_menu_counting/Figure1_SB_button_area.png"><img alt="SmartBar button area" class="img-responsive" src="/Portals/0/Blog/SB_button_area_and_menu_counting/Figure1_SB_button_area.png" width="662" height="63" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: SmartBar button area<br /> <br /> <br /> </em></div> </div> <p>This has to be configured directly within&nbsp;Dynamics 365. More information can be found in the corresponding <a href="http://www.mscrm-addons.com/LinkClick.aspx?fileticket=fKCZE3TEU18%3d&amp;tabid=116&amp;portalid=0&amp;mid=2088">SmartBar guide</a> on page 22.&nbsp;<br /> <br /> </p> <p><strong><span style="color: #0077b3;">Dynamics 365 menu counting</span></strong><br /> Shows the number of related records directly in the Dynamics 365 menu.&nbsp;</p> <div class=" data-plugin-options="> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><a title="Dynamics 365 menu counting " href="http://www.mscrm-addons.com/Portals/0/Blog/SB_button_area_and_menu_counting/Figure2_menu_counting.png"><img alt="Dynamics 365 menu counting" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/SB_button_area_and_menu_counting/Figure2_menu_counting.png" width="696" height="261,5" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Dynamics 365 menu counting<br /> <br /> <br /> </div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">This has to be configured via the SmartBar Desktop config. More information can be found in the&nbsp;<span>corresponding&nbsp;</span><a href="http://www.mscrm-addons.com/LinkClick.aspx?fileticket=fKCZE3TEU18%3d&amp;tabid=116&amp;portalid=0&amp;mid=2088" style="background-color: #ffffff;">SmartBar guide</a><span>&nbsp;on page&nbsp;13.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span>​</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><strong>That&rsquo;s it!</strong>&nbsp;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> <p style="background-color: #fcfcfc; text-align: justify;">&nbsp;</p> <div>&nbsp;</div> </div>10086Recap: Summit EMEA in Dublin https://www.mscrm-addons.com/Blog/PostId/10084/recap-summit-emea-in-dublin*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Wed, 02 May 2018 08:29:21 GMT<p style="text-align: justify;">Thank you for joining us at Summit EMEA in Dublin! It was a pleasure for us to be part of such a great experience!&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">The atmosphere at Summit EMEA was perfect, which was not only due to the well-selected&nbsp;location but also to the excellent speakers and truly informative sessions.&nbsp;<span style="background-color: #fcfcfc;">Amazing keynote speakers, small group sessions, gripping speeches and lots of networking opportunities converted this event into a Microsoft Dynamics 365 festival.&nbsp;</span></span></p> <div style="padding-right: 10px; text-align: center;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <a title="Summit EMEA - photo gallery" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Summit_Photo_Gallery.png"><img alt="Summit EMEA - photo gallery" src="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Summit_Photo_Gallery.png" width="621" height="376" style="text-align: center;" /></a> <a title="Beautiful Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin3.jpeg"></a> <a title="Exploring Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin1.jpeg"></a> <a title="Our booth at Summit EMEA" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Booth.jpeg"></a> <a title="Convention Centre Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin_Convention_Center.jpeg"></a> <a title="Our solutions" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/products.jpeg"></a> <a title="Exploring Dublin" href="http://www.mscrm-addons.com/Portals/0/Blog/summit_EMEA/Dublin4.jpeg"></a></div> <p style="text-align: center;">Figure 1: Summit EMEA Dublin 2018</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">Summit EMEA was amazing&nbsp;and full of great people. From the very first moment, we knew that being a Silver Sponsor had been a great decision.&nbsp;</span>All in all, the event was a complete success for partners and customers. B</span><span style="background-color: #fcfcfc; text-align: justify;">eing part of this event was a great and really very special experience!&nbsp;We want to thank the organizers of that outstanding event for their commitment!&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;<span style="background-color: #fcfcfc;">There are no strangers here; only friends you haven&rsquo;t met yet.</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc;">- William Butler Yeats</span></span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">​</span></p>10084Recap: eXtreme365 in Dubrovnik https://www.mscrm-addons.com/Blog/PostId/10079/recap-extreme365-in-dubrovnik*General*,ActivityTools (AT),AttachmentExtractor (AE),DocumentsCorePack (DCP),GroupCalendar (GC),PowerSearch (PS),SmartBar (SB),TelephoneIntegration (TI)Tue, 27 Mar 2018 11:13:29 GMT<p style="text-align: justify;">The eXtreme365 event in Dubrovnik, Croatia exceeded all our expectations. To begin with, we would like to thank you for giving us your precious time and attention! It was a great pleasure meeting you at our booth!</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span><span style="background-color: #fcfcfc;">The atmosphere at eXtreme365 was perfect, which was not only due to the well-selected&nbsp;location but also to the excellent speakers and truly informative sessions. The event was amazing&nbsp;and full of great people. From the very first moment, we knew that being a Silver Sponsor for this event had been a great decision.&nbsp;</span><span style="background-color: #fcfcfc;">There is no better town for an event like Dubrovnik - the vibrant city reflects the spirit of Microsoft Dynamics 365 like no other.</span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">&nbsp;</div> <div style="padding-right: 10px;" class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': true}, 'mainClass': 'mfp-with-zoom'}"> <a title="eXtreme365 - photo gallery" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Foto_Gallery2.png"><img alt="eXtreme365 - photo gallery" src="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Foto_Gallery2.png" width="562" height="256" /></a> <a title="Beautiful Dubrovnik" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik2.jpeg"></a> <a title="Exploring Dubrovnik" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik1.jpeg"></a> <a title="Our team at eXtreme365" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/booth.jpeg"></a> <a title="There is a lot going on at booth #8" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/booth2.jpeg"></a> <a title="Relaxed atmosphere" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik3.jpeg"></a> <a title="Dubrovnik" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Dubrovnik5.jpeg"></a></div> <p>Figure 1: eXtreme365 Dubrovnik photo gallery</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">Also, we had the chance to present our solutions and ideas in front of a responsive audience. Michael Dohr outlined excellently how our solutions guarantee higher productivity in Dynamics 365 and why working with partners is the key to success. He highlighted the values and benefits of our partner network, as well as the main advantages of our solutions for Microsoft Dynamics 365.&nbsp;</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="background-color: #fcfcfc;"><a title=" Live showcase on how simple solutions guarantee higher productivity in Dynamics 365" href="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Live_showcase.jpeg"><img alt=" Live showcase on how simple solutions guarantee higher productivity in Dynamics 365" class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/eXtreme_Dubrovnik/Live_showcase.jpeg" width="562" height="256" /></a></span></div> <span style="background-color: #fcfcfc;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">Figure 2: Live showcase on how simple solutions guarantee higher productivity in Dynamics 365</div> </span> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}">​</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;">​<span style="background-color: #fcfcfc;">All in all, the event was a complete success for partners and customers. B</span></span><span style="background-color: #fcfcfc;">eing part of this event was a great and really very special experience!&nbsp;We want to thank the organizers of that outstanding event for their commitment!&nbsp;</span></p>10079SmartBar 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>10001How 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>9984