News.mscrm-addons.com Blog

How to add and/or remove Standard Buttons in SmartBar

Mon, 09 Jan 2017 15:31:00 GMT

The customization of Standard SmartBar buttons is said to be one of the easiest things that you can do with our addons.

First of all, open the SmartBar settings. To do so, simply navigate to My SmartBar and click on the [Gear icon]–button.

The first tab (the so called Buttons-tab) is the one which enables you to add and/or remove standard buttons.

In the left column, you can see a list of all available buttons, while in the right column, you see the buttons that are currently installed.

Figure 1: Buttons-tab

To add a button (here: Users) ❶ to the SmartBar, simply click on it in the Available Buttons-section. Next, click on the arrow that points from left to right ❷.
The button will be visible on site as soon as you save the configuration ❸.

To delete SmartBar buttons, simply highlight a button in the Currently On Site-section.
Next, click on the arrow that points from right to left and the button will be deleted.

Please note: Standard buttons still exist in the list if you remove they are removed from the current site. In contrary to what happens to custom buttons: if you delete them, they will be deleted permanently. However, do not forget to save your configuration!

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

How to uninstall our solutions from CRM

Wed, 28 Sep 2016 13:58:00 GMT

No matter, if you install our solutions manually in Microsoft Dynamics CRM or if you install our solutions via AppSource, please follow the steps below to uninstall our products.

Please note: When you uninstall the solutions, all related data will be deleted. (e.g. DocumentsCorePack templates). For all on-premise versions of our products, the product itself must be uninstalled from the server before you can continue to deinstall the addon with the below steps. For further information, have a look at the documentation on our homepage.

Step-by-step instruction on how to uninstall our solutions

1) Open the CRM solutions.
(CRM > Settings > Solutions)

Figure 1: Solution overview

2) Look for the product you would like to uninstall (here: PowerSearch). Now all solutions connected to the addon you would like to delete are displayed.
Please note: This works for every product except for DocumentsCorePack, because the DCP solutions have different names.
You could as well look for the publisher (here: mscrm-addons). In this case, your search would bring up all solutions related to mscrm-addons.

Figure 2: List of example solutions connected to one addon

3) The solutions must be deleted in a certain order, which depends on the product you want to delete. Please find a list with all our products and the corresponding solution order below.

DocumentsCorePack (DCP)
If you have installed DCP via installer previously, please note:
Before you uninstall DocumentsCorePack, make sure that your current version is lower or higher than version 2015. 133 - 150. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

1) AutoMergeGlobalButtonExtension (if present)
2) AutoMergeGlobalButton
3) DocumentsCorePackServerConfigAllEntities
4) AutoMergeServerOnPremiseSDKSteps (if present)
5) AutoMergeServerOnPremise (if present)
6) DocumentsCorePackServerJavaScript (if present)
7) AutoMergeServerCore
8) DocumentsCorePackServerCore

TelephoneIntegration (TI)
1) TelephoneIntegrationServerCreatePowerDialingList
2) TelephoneIntegrationUserState
3) TelephoneIntegrationServerConfigAllEntities.zip
4) TelephoneIntegrationServerConfig
5) TelephoneIntegrationServerCore

AttachmentExtractor (AE)
1) AttachmentExtractorCore.zip

GroupCalendar (GC)
1) GroupCalendarAutoUpdate.zip
2) GroupCalendarServerWorkflow.zip (if present)
3) GroupCalendarServerConfig.zip
4) GroupCalendarServerCore.zip

ActivityTools (AT)
If you have installed AT via installer or manually previously, please note:
Before you uninstall AT, make sure that your current version is lower or higher than version 2015. 210 - 212. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

If you have installed AT via AppSource previously, please note:
Before you uninstall AT, make sure that you use version 2016.3 or higher. If not, please UPGRADE YOUR VERSION before you uninstall the solutions. Learn more about how to find your version number here.

1) ActivityToolsPluginDemo.zip (if present)
2) ActivityToolsPluginConfig.zip
3) ActivityToolsPluginCore.zip

PowerSearch (PS)
1) PowerSearchPluginGlobalButton (if present)
2) PowerSearchPluginConfig.zip
3) PowerSearchPluginCore.zip

SmartBar (SB)
1) SmartBarServerDialogAllEntities
2) SmartBarServerConfig
3) SmartBarServerCore

You will notice that – no matter which addon you would like to uninstall – there is also the MSCRMADDONScomGeneral solution listed. Please note: Do NOT uninstall this solution as long as you have one of our addons installed.

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

How to uninstall PowerSearch (Silverlight)

Tue, 02 Aug 2016 10:13:00 GMT

Since PowerSearch (Silverlight) 2015.102 is the last version of its kind, many users switch to the new version of PowerSearch. Though this does not require the deinstallation of PowerSearch (Silverlight), some users might wish to do so anyway.

However, it is very easy to uninstall PowerSearch (Silverlight), even if PowerSearch is already installed. Please follow this step-by-step tutorial to learn how it works.

Step 1: Open the solution overview

To uninstall PowerSearch (Silverlight) open the Settings in Microsoft Dynamics CRM, then click on Solutions.

Figure 1: Settings
Figure 2: Open the solutions overview

This action opens the Solution Overview.

Figure 3: Solution overview

Step 2: Look for PowerSearch

Once you have entered the Solution Overview, look for *PowerSearch in the Search field on the top. As you can see in Figure 3, there are 6 solutions alltogether that contain the item PowerSearch.

Figure 4: Look for *PowerSearch

3 of these solutions belong to PowerSearch Silverlight, while 3 belong to the later version of PowerSearch.

The solutions that belong to the new version of PowerSearch are very easy to recognize, because the word Plugin is always part of the solution.

So all you have to do now is to delete the solutions that DO NOT contain the word Plugin.

Step 3: Delete the PowerSearch (Silverlight) solutions

To do so, simply check one of the solutions, then click on the [Delete]-button.

Please note: You can only delete one solution after the other.
It is of upmost importance to delete the solutions in the following order:

1. PowerSearchConfig
2. PowerSearchCore
3. PowerSearchGlobalTab

Figure 5: Delete solutions

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.