Supported platforms: Dynamics 365 (Sales, Customer Services / Field Services / Project Services Automation), OnPremise, Hosted (IFD) and CRM 2013 up to CRM 2016 - Online
SmartBar allows its users to navigate smart and fast between related records in Microsoft Dynamics 365.
The tool consists of many valuable features that allow, e.g. simple back and forth navigation. see more
Simple Navigation within Dynamics 365 Entities
The SmartBar persists when switching to related entities enabling a simple back and forth navigation.
"Buttons" Represent the Related Records
SmartBar Counts and Displays Related Records
Besides its easy-to-handle "Buttons", SmartBar shows up with a few additional settings in order to provide high-quality-usability and to individualize Smart Bar.
Make your MS Dynamics experience unique and special!
Embed SmartBar in any Dynamics 365-Form
Additional settings allow users to display SmartBar vertical or horizontal in a previously chosen Dynamics 365-form
Delete, Add and Rearrange the "Buttons"-Order
Open Entities and SiteMap Entries
Choose Your SmartBar Style
Add Custom Buttons Easily
Color Your Buttons
Test in CRM Online
What license do you need?
CRM 2015 / 2016 / Dynamics 365
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