30. April 2014 12:32

How to display new entities in the search field in SmartBar

Filed Under(CRM 2013 | SmartBar 2013) By Jin

This blog article outlines how to integrate new entries in the SmartBar entity and SiteMap entry search field.

Requirements: SmartBar for MS CRM 2013

Example:

image
Figure 1: SmartBar Entity and SiteMap Entry search field.

If you have added entities or sitemap-entries to your CRM organization after the installation of SmartBar for MS CRM 2013, they won't be available in the entity-search box of SmartBar. Please follow the steps below to integrate them.


1) Open the MSCRM-ADDONS.com Products overview in CRM
First, open the SmartBar dialog at the top of any CRM entity window. Then type in Products to get to the MSCRM-ADDONS.com Products-overview. 

image
Figure 2: SmartBar search field.

This action ópens the Active MSCRM-ADDONS.com Products-overview. 

image
Figure 3: Active MSCRM-ADDONS.com Products-overview

Next, select SmartBar with a double-click.

2) Delete the CBEntities-Settingskey
In the next window, search for the CBEntities-Settingskeys and delete it. 

image
Figure 4: SmartBar Settingskey

3) Restart the SmartBar Config
Now restart the SmartBar Config in the StartPane. 

 image
Figure 5: SmartBar Config

Select your profile to connect to the organization for which the entities have been added. Select the appropriate organization and click on the [OK]-button. 

image
Figure 6: CRM Connection setup window

As soon as the connection and user rights have been verified, select the appropriate organization and click on the [Launch Config.]-button.

image
Figure 7: Organization overview for SmartBar for MS CRM 2013

This action will open the SmartBar Server Config.-window. As soon as this window has been loaded, the process is completed. Now click on the [OK]-button in order to finish. 

image
Figure 8: SmartBar Server Config. for MS CRM 2013.

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

Tags:

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List