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How do I configure navigation buttons to system views with SmartBar?

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Written by Administrator
July 7, 2017

SmartBar facilitates navigation between related Dynamics 365 records and with the latest features, it allows you easier handling of multiple views and smoother handling of count/color based buttons. For further information on how to add a range to color-coded buttons, have a look at this article.

Add Multiple Views button

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 [Activities-Closed]-button.

To add a specific view to your button, you can simply edit an Entity Button (with a click on the [Gear icon]-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.



Figure 1: Add Multiple Views button

This example will result in a button that only counts and shows your Closed Activities.


Figure 2: The [Activities Closed]-button

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