• Release History
  • Documentation
  • Back to www.mscrm-addons.com
  • Release History
  • Documentation
  • Back to www.mscrm-addons.com
home/Knowledge Base/SmartBar (SB)/How to add Custom Buttons to SmartBar

How to add Custom Buttons to SmartBar

381 views 0 Updated on July 27, 2022

SmartBar for MS Dynamics CRM 2015/2016 and Dynamics 365 enables you to create custom buttons next to the standard buttons.

To do so, you need to navigate to the Buttons-tab.
Simply open the SmartBar setting, navigate to My SmartBar and click on the [Gear icon]–button.

In order to create a custom button, simply click on the [Add]-button ❶ in the SmartBar settings’ Buttons-tab in the right lower corner.



Figure 1: Add custom button

Once you have clicked on the [Add]-button, you will be presented with the below window.
It supports you with the customization of your button.

As for example, in the Type-section, you can select between Entity|Sitemap, Javascript Function, Scroll to Section or Link.



Figure 2: Custom button window with different button types

As you can see, you can add more than one type of custom buttons.
Because of the buttons’ different functionalities, also the fields that can be customized vary from type to type.

Please find some detailed information regarding to the customization of the different types in the SmartBar Installation and User Guide.

Please note:
There is also a difference between the Custom Button-window in Standard Style and the Custom Button-window in Metro Style. If you use Metro Style, the Custom Buttons window offers more options.

So, if you switch from Standard Style to Metro Style, your Custom Button-window will contain all the usual components of the Custom Buttons-window plus the Button Background Color and the Button Width option.

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

#reworkneeded.. what is a custom button.. explanation in the intro missing.check pictures

Was this helpful?

Yes  No
Related Articles
  • How to migrate a SmartBar configuration
  • How to activate per User Licensing in CRM 2011
  • How to access mscrm-addons product settings in Dynamics 365
  • Azure Active Directory licensing counts explained
  • When ActivityTools or SmartBar are showing no or wrong related activities in Dynamics 365
  • How to enable debugging for SmartBar in MS Dynamics 365?
Latest Articles
  • DocumentsCorePack: Best practices for Dynamics 365 on-premises to online migration projects
  • Multilingual Support in DocumentsCorePack
  • Recap: ColorCloud 2025
  • Configure DocumentsCorePack within custom pages
  • AI-Powered Document Generation with Copilot in Sales
Popular Articles
  • DocumentsCorePack Template Designer – Getting Started
  • Step-by-Step: How to configure a One-Click-Action
  • Application Access for Dynamics 365
  • How to find your environment’s unique name in Microsoft Dynamics 365
  • How licenses are counted
Top Rated Articles
  • “Undefined”-labels in Chrome and Edge 114 and higher
  • Important information for Dynamics 365 online customers using DocumentsCorePack and/or AttachmentExtractor
  • How to activate the DocumentsCorePack Connector for PowerApps & Microsoft Flow
  • How licenses are counted
  • How to insert Condition Fields in DocumentsCorePack Templates designer
Categories
  • *News and General Infos* 62
  • Webinars 44
  • Template Designer(DCP 196
  • DocumentsCorePack(DCP 250
  • TelephoneIntegration (TI 65
  • AttachmentExtractor (AE 72
  • PowerSearch (PS 50
  • ActivityTools (AT 61
  • SmartBar (SB 54
  • GroupCalendar (GC 47
Our Vision

“We see it as our purpose to provide products that simplify and speed up our customers’ Microsoft Dynamics 365 experience.”

Knowledgebase
LogIn
mscrm-addons.com
  • Products
  • Online Shop
  • Downloads
  • My Account
About Us
  • About Us
  • Case Studies
  • Newsletter
  • Partner Program
  • Contact
Support
  • Support
  • Terms & Conditions
  • Documentation
  • Webinars
  • Legal Documents
  • Impressum
  • © 2022 www.mscrm-addons.com. All Rights Reserved.