This article describes SmartBar for Dynamics 365 – Navigation item not found error in new UCI. This error occurs if you hit on a SmartBar button for which the related relationship does not exist in the navigation area of this Dynamics 365 form.
Step By step description SmartBar for Dynamics 365 – Navigation item not found error in new UCI:
Please Note: This article is valid for Dynamics 365 v9.x new UCI.
For example: You have SmartBar embedded on the Account form named “Account” and hit the [Invoices]-button:
This error message occurs:
A reason could be that the navigation item to Invoice (relationship form Account to Invoice) is missing on the current form.
To add it, open Dynamics 365 -> Advanced Settings -> Settings -> Customizations
Hit “Customize the System“:
Figure 3: Customizations
A window opens. Go to “Entities” and select the entity like in this example Account.
Go to “Forms” and open exactly that form on which SmartBar is embedded and you get that error. In this example “Account”:
The form editor opens, hit on “Navigation”.
The next step is to add the missing entity relationship to the navigation area.
In this example, the relationship from account to invoice is missing (named “Invoice”).
Figure 5: Invoice Line Details
After adding “Invoice“, hit “Save” and then “Publish” as shown in Figure 6.
Figure 6: Save and Publish
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.