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home/Knowledge Base/PowerSearch (PS)/How to launch PowerSearch in Dynamics 365 UCI

How to launch PowerSearch in Dynamics 365 UCI

78 views 0 Updated on March 30, 2020

This article shows different ways how you can launch PowerSearch. It also describes how you can add Sitemap entries linking to the PowerSearch page manually.

This article is valid for Dynamics 365 v 9.x UCI only.

Global Button

PowerSearch can be launched via the global button.

If the “PowerSearchPluginGlobalButton” solution is installed, you can find the search icon in the header menu. This is available in all apps.


Global Button
Figure 1:Global Button

If the button is not visible, please check the installed solutions (Dynamics 365 -> Advanced Settings -> Settings -> Solutions)


All Solutions
Figure 2: All Solutions

“PowerSearchPluginGlobalButton” solution version 2018.2 or higher is required. The newest version can be downloaded via our website here.





Sitemap Link

With the installed “PowerSearchPluginConfig” solution Sitemap entries are added automatically to the “Sales” and “Service” sections of the default application (Dynamics 365 – custom).

To add PowerSearch to different areas or a different apps, use the Dynamics 365 built in Sitemap Designer. More information can be found here.

Once opened, add a new “Subarea” to the preferred place.

 


Subarea
Figure 3: Subarea

 

 

Select the following options in its “Properties” area:

Type: Web Resource

URL: ptm_PowerSearch/MainPage.html

Title: PowerSearch

Icon: ptm_PowerSearch/img/searchIcon16x16_black.svg

 

 

 


Subarea Properties

 

Figure 4: Subarea Properties

 

 

Hit “Save” and “Publish” to finish the process.
And the result will look like the following:

 


PowerSearch Plugin Core
Figure 5: PowerSearch Plugin Core


Should one of the web resources not be available or should the result not be correct, make sure that you have installed the “PowerSearchPluginCore” solution version 2018.24 or higher.
The newest version can be downloaded from our website.

 


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

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