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home/Knowledge Base/SmartBar (SB)/SmartBar for Dynamics 365 – Extended Features

SmartBar for Dynamics 365 – Extended Features

249 views 0 Updated on April 30, 2024

This article outlines how you can activate extended features of SmartBar for Dynamics 365.
Steps described here can be necessary after installing SmartBar from Microsoft AppSource or after a manual solution import.


Warning messages or notifications

If you get one of the underneath warning messages or notifications it is an indicator that the “SmartBarServerExtension” solution is not installed.


Figure 1: Notification Dialog – Warning Dialog 

Please follow these steps to install it:
• Download the “Extended Solutions” via the Download Link and extract the zip file:
  (compatible with the SmartBar version 2020.10)

Figure 2: zip-file

• Open Dynamics 365 -> Advanced Settings -> Settings -> Solutions -> hit “Import”

• In the popping up dialog select the “SmartBarServerExtension.zip” and follow the wizard.
   (here you can find details about how to install solutions manually: Article Link)

After refreshing the Dynamics 365 page the functionality should be available.


Wrong view in Table sub grid

You have defined a SmartBar default button for a “Table” with a specific view.
On-button-click it navigates to that “Table” but does not show the correct view in its sub grid. This is an indicator that the “SmartBarServerNavigationHelper” solution is not installed.

Please follow these steps to install it:
• Use the downloaded “Extended Solutions” from above

• Open Dynamics 365 -> Advanced Settings -> Settings -> Solutions -> hit “Import”

• In the popping up dialog select the “SmartBarServerNavigationHelper.zip” and follow the wizard.
   (here you can find details about how to install solutions manually: Article Link)

After refreshing the Dynamics 365 page the functionality should be available.


Support

In case of any questions or problems please do not hesitate to contact our support: Support Link

reworkneeded.. why do I need extended features.. list of extended features. pictures

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