Hello 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/Bloghttps://www.mscrm-addons.com/Blog/PostId/10031/how-to-create-a-settingskey-manually-in-ms-dynamics-365AutoMerge (AM),DocumentsCorePack (DCP),DCP 2015 / 2016,DCP 365,TelephoneIntegration (TI),TI 2015 / 2016,TI 365Wed, 02 Aug 2017 12:45:27 GMT<p style="text-align: justify;"><span style="color: #777777;">So</span><span style="color: #777777;">metimes you may be asked to create a new <g class="gr_ gr_60 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="60" data-gr-id="60">settingskey</g>&nbsp;for one of our products - for example, if we develop a customization for you or if a special configuration is needed, etc.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;">To do so, please follow the six easy steps below.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong><g class="gr_ gr_58 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="58" data-gr-id="58">Addons</g>:</strong> AutoMerge, DocumentsCorePack, TelephoneIntegration&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>Step-by-step: How to create a SettingsKey manually in MS CRM 2016 or MS Dynamics 365</strong></span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>1. </strong>Open your Dynamics 365 in your Browser.&nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"><strong>2.</strong> Go to Settings within&nbsp;the Dynamics 365 navigation. &nbsp;</span></p> <p style="text-align: justify;"><span style="color: #777777;"> </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="Settings in the Dynamics 365 navigation " href="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png"> <img alt="Settings in the Dynamics 365 navigation " class="img-responsive" src="/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure1_Settings.png" width="421" height="78" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em><span style="color: #777777;">Figure 1: Settings in the Dynamics 365 navigation</span></em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em>&nbsp;&nbsp;</em></span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em></em></span><em><span style="color: #777777;"><strong>3.</strong>&nbsp;<span style="background-color: #fcfcfc;">Within the settings, navigate to&nbsp;</span><span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span><span style="background-color: #fcfcfc;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc;">Extensions</span><span style="background-color: #fcfcfc;">-area of the sitemap.</span></span></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="MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png"><img alt="MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure2_Products.png" width="421" height="78" /></a></em></div> <em> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;">Figure 2:&nbsp;<span style="background-color: #fcfcfc;">MSCRM-ADDONS.com Products</span></span></div> </em> <p><span style="color: #777777;"><br /> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><span style="color: #777777;"><em> </em></span></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"><strong>4.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>Open the product record for which you need to create a new <g class="gr_ gr_51 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="51" data-gr-id="51">settingskey</g> for with a <g class="gr_ gr_52 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="52" data-gr-id="52">double click</g> on it.</span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; color: #777777;"> </span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Overview of MSCRM-ADDONS.com Products " href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png"><img alt="Overview of MSCRM-ADDONS.com Products " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure3_Products_Overview.png" width="421" height="78" /></a></span></div> <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; color: #777777;">Figure 3:&nbsp;<span style="background-color: #fcfcfc;">&nbsp;Overview of MSCRM-ADDONS.com Products</span></span></div> <span style="background-color: #fcfcfc; color: #777777;"> </span> <p>&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><span style="background-color: #fcfcfc; color: #777777;"><strong>5.</strong></span><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. Within this new window, go to the button on the right side, highlighted in yellow and click on it to see all records associated with this view.</span></span></p> <p style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="Associated records button" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png"><img alt="Associated records button " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure4_Associated_Records_Button.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 4: &nbsp;Associated records button&nbsp;</span></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">After clicking the button, you are provided&nbsp;with the window below. Here you can see a list of all the&nbsp;<g class="gr_ gr_55 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="55" data-gr-id="55">settingskeys</g>. By clicking the<strong> [ADD NEW MSCRM-ADDONS.com Settingkeys]</strong>-button you can create a new <g class="gr_ gr_56 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="56" data-gr-id="56">settingskey</g>.&nbsp;</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"> </p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><a title="View/add settingskeys of/to a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png"><img alt="View/add settingskeys of/to a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure5_Vilew_Settingskeys.png" width="421" height="78" /></a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #777777;">Figure 5: View/add <g class="gr_ gr_50 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="50" data-gr-id="50">settingskeys</g>&nbsp;of/to <g class="gr_ gr_57 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="57" data-gr-id="57">a MSCRM-ADDONS.com</g> product</span></div> <p style="text-align: justify;">&nbsp;</p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="color: #000000;"><strong><span style="background-color: #fcfcfc; color: #777777;">&nbsp;6.</span></strong><span style="color: #777777;"><span style="background-color: #fcfcfc; color: #777777;"><strong>&nbsp;</strong>A new window opens. In this window, you have to define the name of the <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">settingskey</g> in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">Name</span><span style="background-color: #fcfcfc; color: #777777;">-field&nbsp;</span><br style="background-color: #fcfcfc;" /> <span style="background-color: #fcfcfc; color: #777777;">and the value</span><span style="background-color: #fcfcfc; color: #777777;">&nbsp;in the&nbsp;</span><span style="background-color: #fcfcfc; color: #777777;">KeyValue</span><span style="background-color: #fcfcfc; color: #777777;">-field. Once done, save and close your settings.&nbsp;</span></span></span></p> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;"><span style="background-color: #fcfcfc;"><a title="Create a new settingskey for a MSCRM-ADDONS.com product" href="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png"><img alt="Create a new settingskey for a MSCRM-ADDONS.com product " class="img-responsive" src="http://www.mscrm-addons.com/Portals/0/Blog/How_to_create_a_SettingsKey_manually_in_MSDyn365/Figure6_Create_new_Settingskey.png" width="421" height="78" /></a></span></div> <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; color: #777777;">Figure 6: View/add&nbsp;<g class="gr_ gr_49 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del multiReplace" id="49" data-gr-id="49">settingskeys</g>&nbsp;of/to&nbsp;<g class="gr_ gr_59 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar multiReplace" id="59" data-gr-id="59">a MSCRM-ADDONS.com</g>&nbsp;product</span></div> <span style="background-color: #fcfcfc;"> </span> <p>&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #ff0000;"><strong>Please note:</strong> <span style="color: #777777;">If the new key is intended for a client application like DocumentsCorePack or TelephoneIntegration,&nbsp;</span></span><span style="color: #777777;">you need to restart the Client application.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;">Otherwise, the setting will not be applied to the Client.</span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="color: #777777;"> </span></p> <p style="background-color: #fcfcfc; text-align: justify;"><span style="font-size: 13px;"><span style="color: #777777;"><strong>That&rsquo;s it!</strong></span><span style="color: #777777;">&nbsp;We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com">support@mscrm-addons.com</a>.</span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">&nbsp;</p> <div style="text-align: justify;"><span><br /> </span></div> <br /> <p style="text-align: justify;">&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;"><span style="background-color: #fcfcfc;"> </span></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}" style="text-align: justify;">​</p>10031