What is new: Changing the view of a sub-grid after navigation to it was not possible in UCI.
User impact: Defining the view of the sub-grid is possible in the new UCI as well.
What is new: From Account and Contact to Opportunity two default relations exists. Support the new relationship ‘opportunity_parent’ (not for menu counting)
User impact: SmartBar running for Account or Contact provides a new Opportunity button (relationship: opportunity_parent)
Overview: If target entity for navigation is not found on form -> show an error with the blog article link
User impact: If the navigation to the sub-grid is not possible because the target entity is not found on form, an error is shown with a blog article link showing further steps.
Overview: SmartBar Dialog does not work in new UCI due to the fact that the [SmartBar-Dialog]-button has been removed
User impact: The [SmartBar-Dialog]-button cannot be used in new UCI.
Overview: In older versions of UCI, not all activity types are available. SmartBar out of the box shows all activity types. With the setting, ‘SBExcludedActivitiesUCI’ activity types can be ignored.
User impact: If SmartBar shows activity types which are not available in the current version of UCI, this setting can be used to ignore certain types.
Overview: Navigation to entities and web-resources did not work correctly in new UCI.
User impact: Navigation to entities and web-resources via custom buttons is supported in the new UCI.
Overview: In older versions of Dynamics 365 new records were shown which are only directly related to UCI.
Out of the box SmartBar show related regarding records as well.
Via the setting ‘SBDirectRelatedOnlyUCI’ this can be defined.
User impact: There is a different amount of related records in SmartBar in comparison with the older versions of UCI.