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How to create a SettingsKey manually in MS Dynamics 365

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Written by Administrator
November 4, 2020

Sometimes you may be asked to create a new SettingsKey for one of our products (e.g. for a customized development or if a special configuration is needed).
Please follow the steps below.

How to create a SettingsKey manually in Microsoft Dynamics 365

Step 1: Open your CRM in your browser and navigate to the [Settings]-button


Figure 1: MS CRM Settings-button

Step 2: Select “Advanced Settings”


Figure 2: Advanced Settings

Step 3: Now you have a look at this “Business Management” surface. Press “Settings“


Figure 3: Business Management Surface

Step 4: A settings overview is shown. Navigate to the MSCRM-ADDONS and choose “Products“


Figure 4: Settings Overview

Step 5: All active MSCRM-ADDONS are listed. Select the one you need to create a SettingsKey for (in this case it is the DocumentsCorePack).


Figure 5: Listed Active MSCRM-ADDONS

Step 6: Create a new SettingsKey by pressing this symbol on the right (Display the records which are associated with this view).


Figure 6: Records which are associated with this view-symbol

Step 7: The MSCRM-ADDONS.com Settingskey Associated View is shown. Press [New MSCRM-ADDONS.com Settingskey]-button.


Figure 7: Press New MSCRM-ADDONS.com Settingskey

Step 8: This window pops up. You can create a new Settingskey here. Enter Name and KeyValue. Please pay attention to the product bar. The product should always appear when you create a SettingsKey. In the picture below, you can see, it is for the DocumentsCorePack.


Figure 8: Create new Settingskey

Please note: If the new key is intended for a client application, you need to restart the Client application. Otherwise, the setting will not be applied to the Client.

How to restart the Client application properly please click here.

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

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