Smartbar allows you to place buttons on entities that guide you to their related entities/ records to facilitate the navigation, it also helps you to keep your attention to the most important issues or records. You can color-code them for example more than 3 cases red if less green and rearrange the buttons to fit your needs. You can even place buttons for certain views (e. g. not just for related invoices even for unpaid invoices)
Please follow this step-by-step instruction to properly embed SmartBar as a web resource into your Microsoft Dynamics 365 (CRM).
Step 1: Open the entity into which you want to embed SmartBar (here: Sample Account 1 ❶) and click on the [Form]-button ❷ in the command bar.
Figure 1: Command bar – [Form]-button
Step 2: In the next window select the Insert-tab ❶ and select the [Web Resource]-button ❷.
Figure 2: Insert webresource
Step 3: The Add Web Resource-window opens. Look for ptm_SmartBar/MainPage.html in the web resource field. If it does not appear automatically, press the [Look up More Records]-button ❶.
Figure 3: Look for Ptm_Smartbar/MainPage.html
Step 4: The “Look up record”-window appears. As soon as you have found the correct file, please mark it and click on the [Add]-button.
Figure 4: Look up Record-window
Step 5: Now, the Add Web Resource-window appears again. Please name your web resource and insert the name in the Name*-field ❶. Next, click on the [OK]– button ❷ in order to proceed.
Figure 5: Add Web Resource
Step 6: In the next window, drag and drop the new form to its future place.
Figure 6: Drag and drop the new form
Step 7: Once finished, please go back to the Home-tab and click on the [Save]-button and the [Publish]-button.
Figure 7: Home-tab
Step 8: Now the following window appears.
Figure 8: Publishing customizations…
Step 9: Please return to the entity you wanted to add SmartBar. Refresh the page. Your entity should appear similar to the one in Figure 9.
Figure 9: Example result
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org!
#reworkneeded.. explanation intro missing