SmartBar for MS CRM 2015/2016 v.2015/2016.1, December 2015
Installation and User Guide (How to install/uninstall and use SmartBar for Microsoft Dynamics CRM 2015/2016)
The content of this document is subject to change without notice. “Microsoft” and “Microsoft CRM” are registered trademarks of Microsoft Inc. All other product- and company names mentioned are trademarks of their respectful owners
Installation & User Guide
Table of Contents 1
GENERAL INFORMATION...............................................................................................................3
1.1
Target Audience .................................................................................................................................... 3
1.2
SmartBar for Microsoft Dynamics CRM 2015/2016 Prerequisites ......................................................... 3
2
HOW TO INSTALL SMARTBAR FOR MICROSOFT DYNAMICS CRM 2015/2016 ........4
2.1
EULA (End User License Agreement) ..................................................................................................... 4
2.2
Installation............................................................................................................................................ 5
2.3
Logon Information ................................................................................................................................ 6
2.4
Security Roles ....................................................................................................................................... 7
2.5
Complete the installation ..................................................................................................................... 8
3 3.1
4
SMARTBAR SERVER CONFIGURATION .....................................................................................9 Additional Configuration..................................................................................................................... 11
SMARTBAR ORGANIZATION OVERVIEW .............................................................................. 15
4.1
How to reinstall/upgrade .................................................................................................................... 16
4.2
How to use the LicenseManager ......................................................................................................... 17
5 5.1
HOW TO EMBED SMARTBAR IN MS DYNAMICS CRM .................................................... 20 Embed SmartBar in Dashboards.......................................................................................................... 23
6
SMARTBAR SETTINGS .................................................................................................................. 28
7
SMARTBAR FOR MS DYNAMICS CRM 2015/2016 – GENERAL INFORMATION ..... 29
7.1
How to navigate with SmartBar .......................................................................................................... 29
7.2 How to modify SmartBar Buttons ....................................................................................................... 31 7.2.1 SmartBar Styling ....................................................................................................................................... 32 7.3 How to add Custom Buttons ............................................................................................................... 34 7.3.1 Custom Buttons Window General Style vs Custom Buttons Window Metro Style .................................. 35 7.3.2 How to add links ....................................................................................................................................... 36 7.3.2.1 How to configure icons ..................................................................................................................... 37 7.3.3 How to add Entity | Sitemaps .................................................................................................................. 40 7.3.4 How to add Javascript Functions.............................................................................................................. 42 7.3.5 Scroll to Section ........................................................................................................................................ 43 7.3.6 How to edit Custom Buttons .................................................................................................................... 44 7.3.7 How to delete Custom Buttons ................................................................................................................ 45
8
SMARTBAR GENERAL SETTINGS .............................................................................................. 46
9
GLOBAL SETTINGS ......................................................................................................................... 48
10 UNINSTALL SMARTBAR FOR MS CRM 2015/2016 ............................................................ 49 11 CONTACT .......................................................................................................................................... 51 SmartBar for MS CRM 2015/2016
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Installation & User Guide
1
General Information
Thank you for purchasing SmartBar for Microsoft Dynamics CRM 2015/2016. This documentation is intended to guide you through the installation process of our tool. SmartBar for Microsoft Dynamics CRM 2015/2016 facilitates – among other things – the navigation between related forms in MS CRM. Before installing SmartBar for Microsoft Dynamics CRM 2015/2016, please read this document and follow the steps carefully. Please note: This installation guide applies as well to Microsoft Dynamics CRM 2016 as to CRM 2015. That is why you will find both expressions throughout the document.
1.1
Target Audience
This guide is intended for system administrators who are familiar with the following administrative tasks:
1.2
Maintaining and configuring SQL Server databases Maintaining and configuring IIS based Web Sites / Applications Maintaining and configuring a Microsoft CRM Server
SmartBar for Microsoft Dynamics CRM 2015/2016 Prerequisites
Supported Web Browsers and Versions:
Internet Explorer 9 and higher
Firefox
Chrome
Edge
One of the following editions of Microsoft Dynamics CRM must be available:
Microsoft Dynamics CRM Server 2015/2016
Microsoft Dynamics CRM Online
In case you use SmartBar 2015.200 or a higher version you can upgrade from Microsoft Dynamics CRM 2015 to 2016 without extra work. If you use an older version, please find a short step-by-step instruction regarding to the upgrade of our Add-ons to the latest version of Microsoft Dynamics CRM 2016 here. Any one of the following operating systems is required:
Windows 10 Windows 8.1 (64-bit and 32-bit versions) Windows 8 (64-bit and 32-bit versions) Windows 7 (64-bit and 32-bit versions) Windows Vista SP2 (6-bit and 32-bit versions) Windows Server 2012, Windows Server 2008 R2, or Windows Server 2008 when running as a Remote Desktop Services application.
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2
How to install SmartBar for Microsoft Dynamics CRM 2015/2016
Run the SmartBar for MS CRM 2015/2016 Setup file. The following window appears:
Click
2.1
in order to proceed.
EULA (End User License Agreement)
Read the license agreement carefully and accept its terms if you agree to them. In case you do not accept the license agreement, you cannot continue with the installation. You may also print the agreement if you want to.
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2.2
Installation
After accepting the EULA click
to continue with the installation. In case you want to
change the settings, click on
Click
in order to start the installation:
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2.3
Logon Information
SmartBar requires a connection to CRM. To configure your CRM Server, select an existing profile or create a new profile. Choose your preferred server path and add your login credentials by filling in the field’s username, password and domain. Press and choose your organization.
Now press
.
SmartBar for MS CRM 2015/2016
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Installation & User Guide The following window appears on the screen:
2.4
Security Roles
General security roles for all products: The following security role contains the basic requirements for using our products and for being able to perform the license check. During the installation you will be asked if you want to install the security roles for all users:
Click
to continue. In case you click
you will have to assign the roles manually
to all users.
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2.5
Complete the installation
If the installation was successful, the following window appears. Click on
to complete
the installation and to exit the installer.
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3
SmartBar Server Configuration
As soon as the installation is finished, the “SmartBar Server Config” appears. Note: The purpose of this configuration is to activate and configure the counting of related records in the CRM menu.
1 2 4
3
1
Count records in menu: Check this box in order to enable the counting of related records in the menu.
2
Select All: Click this button in order to select all entities for the counting option.
3
Count elements in Activity- and Emailpreview: Check this box to use SmartBar with ActivityTools for MS CRM 2015/2016, which is another of our Add-ons. ActivityTools facilitates the CRM internal use of activities. For further information regarding to ActivityTools click here.
4
Entities with a red background: All unmanaged entities are highlighted in red. This is why it is not possible to automatically add the onLoad-script. Please read the following article and find out how this can be done manually: Link to Article
SmartBar for MS CRM 2015/2016
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Installation & User Guide In case you save the changes with enabling the unmanaged entities, the following window appears:
Click on
in order to finish your configuration.
As soon as you have saved the settings, the following window appears:
Click
to save your settings.
Please note: We recommend you not to save your settings during the business hours, because it could take up to half an hour to complete the savings.
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3.1
Additional Configuration
0
Nav Items (CRM – menu entries)
General Area Additional fetches
Default fetch
Please note: Before you can use the tool, at least one entity has to be checked and the SmartBar Server Config has to be saved once. Nav Items (CRM – menu entries) This area manages the navigation items (menu items in CRM). The list includes the html-IDs of all menu items for which SmartBar is configured. For example, the list-entry “navQuotes” represents the entity “quote”. To add, modify or delete existing entries, use the buttons on the bottom:
Please note: With one click on these buttons, the changes are performed without a warning window. However, they are not saved until the button “Save” in the “general area” is pressed.
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Default fetch In this area the default-fetch of the selected navigation-entry is shown. It counts all records which are directly related with the calling entity. It is not possible to delete or edit the default-fetch. But you can disable it by checking the “Don’t use Default Fetch”-checkbox.
Additional fetches These fetches count all records which are not directly related to the entity. To add, edit or delete the fetches, use the buttons next to the “additional fetches”. Opens a blank screen to add a new fetch to the selected entry. Use the text area under “Fetch-XML” to place the new fetch. In the text field below “Fetch-Type” fill in the entitytypecodes (unique number of the entity) of the entities for which the fetch should be used. If you don’t insert a number, the fetch will be executed for all possible entities. To add the fetch to the list click on the “ok”-button. Opens a selected fetch in a new window in order to modify it.
Deletes any selected fetch. Wrong fetches will be ignored! In the following example the navigation-entry “navQuotes” (html-name for quotes) receives a new fetch. The fetch will count all quotes which are related to a contact, and the calling account. If the field “Fetch-Type” was blank, the fetch would be executed for all possible quote-menu items (quote is available in account, contact, opportunity etc.). But due to the fact that the text field includes “1” (entity-type-code for account) the fetch will be executed only for the quote-navigation entry in the account menu.
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General Area All buttons in this area effect the entire window. Default Values will be restored. Save the current configuration before it is overwritten.
Import optional NavigationItems and/or XML-files (setting file) and overwrite the current ones. Save all settings of the entire Configuration Tool. Close the configuration tool
Click on
Click on
and the following window appears again:
to confirm your settings.
Please note: We recommend you not to save your settings during the business hours, because it could take up to half an hour to complete the savings.
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Installation & User Guide Now the counting of related records in the CRM menu is set. Depending on your settings, a possible result could look like in the example below:
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4
SmartBar Organization Overview
The SmartBar for Microsoft Dynamics CRM 2015/2016 Configuration allows you to specify your SmartBar-Settings. To work with SmartBar Organization Overview, search for “Configuration - SmartBar for MS CRM” in the Windows Start Pane and press enter.
The CRM Connection setup window appears:
Select the appropriate organization and click Usually you will simply have to click
to continue. because the appropriate organization has already
been chosen by the system. Anyway, there is nothing wrong in double-checking the data.
SmartBar for MS CRM 2015/2016
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Installation & User Guide The following organization overview appears:
When you select your preferred organization in the list, specific function-buttons appear at the window bottom:
4.1
How to reinstall/upgrade
Select an organization and click MS CRM 2015/2016.
SmartBar for MS CRM 2015/2016
in order to reinstall or upgrade SmartBar for
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4.2
How to use the LicenseManager
Select an organization and click
in order to open the LicenseManager.
Another opportunity to open the LicenseManager is to search for “LicenseManager – SmartBar for MS CRM 2015/2016” in the start pane and to hit “Enter” to start the program. Anyway, after starting the LicenseManager, the following window appears:
SmartBar for MS CRM 2015/2016
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Installation & User Guide Please upload the license text file sent by our support-team with a click on the folder-symbol:
If your license is valid the following window looks like this:
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Installation & User Guide If your license has expired, the window looks like this:
If the license is not valid because of another reason, the reason why will be displayed here:
In case you have any problems with your license, please do not hesitate to contact us immediately. To guarantee quick processing, we kindly ask you to send us an email with an attached screenshot of the issue to
[email protected]. Our support team is looking forward to providing you with answers and solutions.
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5
How to embed SmartBar in MS Dynamics CRM
SmartBar for MS Dynamics CRM 2015/2016 can be embedded into the entity form at a preferred place. This can be done via web resources. To do so, open the entity into which you want to embed SmartBar and click
in the command bar.
In the next window select the
-tab and choose
.
The “Add Web Resource”-window opens. Insert “ptm_SmartBar/MainPage.html” in the web resource field. If it does not appear automatically, press
SmartBar for MS CRM 2015/2016
and “Look up More Records”.
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Installation & User Guide The “Look up record”-window appears. Again, search for “ptm_SmartBar/MainPage.html”. Press
as soon as you have found the file.
The “Add Web Resource”-window reappears. Choose a corresponding name for your web resource, write it in the
field and click
SmartBar for MS CRM 2015/2016
in order to add it.
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Installation & User Guide In the next window, drag and drop the new form to its future place.
Once finished, please go back to the
-tab and click
and
.
Following window appears:
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Installation & User Guide Now return to the entity you wanted to add SmartBar. Refresh the page. Your entity should look like the screenshot below:
5.1
Embed SmartBar in Dashboards
SmartBar for MS Dynamics CRM 2015/2016 can be embedded in any of your CRM-Dashboards. To add SmartBar to your CRM-Dashboard e.g. for the entity Sales, please open your CRM-system, navigate to “Sales” and click on “Dashboard”. In case you would like to create a new custom dashboard, click on in the command bar. In case you want to edit an existing one, select an existing dashboard and click on
SmartBar for MS CRM 2015/2016
. In our example, we will create a new “Dashboard”.
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Installation & User Guide Select an empty grid in the window that opens now and click on
Afterwards, click on
to continue.
in the command bar or on the web resource icon
in
the grid window that opens now:
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Installation & User Guide The “Add Web Resource”-window opens. Insert “ptm_SmartBar/MainPage.html” in the web resource field. If it does not appear automatically, press
and “Look up More Records”.
The “Look up record”-window appears. Again, search for “ptm_SmartBar/MainPage.html”. Press
as soon as you have found the file.
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Installation & User Guide The “Add Web Resource”-window reappears. Choose a corresponding name for your web resource, write it in the
field and click
in order to add it.
The SmartBar has been added to the dashboard. To modify the height and width use the scaling buttons in the command bar.
Specify a dashboard name and do not forget to click on “Save” in order to save your settings.
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Installation & User Guide A possible result could look like the following screenshot:
All you have to do now is to click on the SmartBar Settings to configure your custom buttons. For more information, please read the next chapters.
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6
SmartBar Settings
SmartBar for MS CRM 2015 allows administrators to configure different settings. Click on open the settings.
to
The first time you open the settings, you will be asked to select Security Roles in order to define which users should be able to access the settings page. Only users owning at least one of the selected roles will be able to change the SmartBar settings when using the tool.
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7
SmartBar for MS Dynamics CRM 2015/2016 – General Information
7.1
How to navigate with SmartBar
SmartBar for MS Dynamics CRM 2015/2016 allows a simple forth and back navigation between CRM entities and related records with a simple click on the corresponding SmartBar Button. You can either navigate from an entity embedded SmartBar or the SmartBar dialog to the related records.
Navigate from the embedded SmartBar to any related record:
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Navigate from the SmartBar dialog. To access the SmartBar dialog, click on
The SmartBar dialog is displayed at the top of the current window and can be moved up and down as well as from the left to right if the corresponding settings are enabled.
Both (the embedded SmartBar and the dialog) persist when you switch to related entities. This is how SmartBar enables a simple back and forth navigation within MS CRM. Simply click on one of the listed entities, e.g. activity, to change to activities. Please note: In case you switch between several activities, you have to make sure to save your changes. They are not automatically saved. In case you do not save them, they will be lost.
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7.2
How to modify SmartBar Buttons
SmartBar buttons allow a quick overview and represent the related records. Numbers next to the buttons display the amount of related records per entity. The number also appears in the command bar. With drag & drop, users can rearrange the order of the buttons according to their needs. SmartBar buttons can also be added or removed from the bar. These and other functions have to be activated in the settings. Add or remove SmartBar Buttons: In the left column you can see a list of all available buttons, while in the right column you see the buttons that are currently installed. Click on an entity and remove or add it with a click on the corresponding arrow. Please note: Predefined Entity-Buttons still exist in the list if you remove them from the SmartBar. If you delete custom buttons, they will be deleted permanently.
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7.2.1 SmartBar Styling The SmartBar can be customized in two ways: Standard and Metro Style. Depending on the style, also the SmartBar button functions vary. While the standard configuration only allows to modify background color and counter number color, the metro style also allows to modify the height and width of the buttons.
General Style: Choose between Standard or Metro Style.
Show Counter Background: Show a background for your entity counter, which will be displayed next to your buttons. Counter Background Color: Set the background color of your counter. Counter Number Color: Set the color of your counter number. Make sure you use another color than for the counter background.
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Standard Background Color: Set the standard background color of your metro buttons. Custom Buttons Background Color: Set the standard background color of your custom metro buttons. Standard Button Height: Set the standard button height of your metro buttons in pixels. (Minimum: 32). Standard Button Width: Set the standard button width of your metro buttons in pixels. (Minimum: 32).
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7.3
How to add Custom Buttons
SmartBar for MS Dynamics CRM 2015/2016 allows to add custom buttons. Therefore, click on the in the SmartBar settings “Buttons”-tab in the right lower corner. The following window opens:
Type: Here you can choose between Entity|Sitemap, Javascript Function, Scroll to Section or Link. Please find detailed information regarding to the different types in the next chapters.
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7.3.1 Custom Buttons Window General Style vs Custom Buttons Window Metro Style Please not that there is a difference between the Custom Button Window in General and in Metro Style. In case you use Metro Style, the Custom Buttons window has more options. We decided to explain these options in an extra chapter, because the additional options are the same ones for every type. In case you switch from the default “General Style” to “Metro Style”, your Custom Button Window will look like the screenshot below. It contains all the usual components of the Custom Buttons (which are explained in the following chapters) plus the additional “Button Background Color” and the “Button Width”.
Button Background Color: Define a specific color for every single type in your Metro styled SmartBar. The default color code is #647687. If you click on the code or the color, an RGB color picker drops down and allows you to change the default color.
Button Width: Define the SmartBar Button pixels here. The default setting is 90 pixels.
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7.3.2 How to add links
Type: Link Title*: Customize the title of your buttons in different languages. Therefore, click on the drop down arrow next to “Title” and type in the corresponding terms. Name*: Here you can define a unique name for your custom button. It is important, that you only use the name once. Button Icon: The purpose of this field is to configure the icon on the button. With a click on
you will get to the Web Resource Overview. (For detailed information, see the next screenshot). Link*: Please type in the Link to the corresponding website.
As soon as you have added all the necessary changes please click on corresponding link.
to
add
the
Please note: Fields with * are mandatory fields and must be completed in order to proceed.
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Installation & User Guide 7.3.2.1 How to configure icons In case you want to configure an icon, you have two possibilities: You can use an existing icon or you can add a completely new one. In case you want to use an existing icon, please click on
in the “Custom buttons”-window.
You will be forwarded to the “Look Up Record” – window. Enter your search criteria and search for the corresponding button you would like to use for your Link:
Click on
in order to add the selected icon.
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Installation & User Guide In case you would like to add a completely new icon, please follow the next steps: Go to the settings and select “Customizations”. In that menu click on “Customize the System” as shown below:
Please select “Web Resource” as component type and click on
SmartBar for MS CRM 2015/2016
in the window that appears:
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Installation & User Guide In the next window, you can customize your button:
Name*: Please fill in a name for the button. Display Name: Here you can type in a display name for the new button to be shown in the web resource overview. Description: Here you can type in a short description. Type*: Choose the appropriate file-type from the drop-down-list:
Language: Select your preferred language by using the drop down arrow. Upload File: Click on
in order to upload a file.
URL: The URL is generated automatically after you have saved your changes. Please note: Fields with * are mandatory fields and must be completed in order to proceed. Next click on
and
in order to add your icon to the web resource overview.
Your icon will be displayed in the Look Up Record window and you can use it anytime you want. SmartBar for MS CRM 2015/2016
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7.3.3 How to add Entity | Sitemaps
Type: Entity | Sitemap Choose an Entity or Sitemap*: With a click on the drop down arrow the window displayed below opens. Please define which Entity or Sitemap Entry should be opened when you click on the Custom Button. All the other fields will be filled automatically according to the chosen entity or site map, but you can also type in other terms. Please note that the names have to be unique! In order to create an individual icon, please follow the instructions in Chapter 7.3.1.1 How to configure icons.
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Installation & User Guide A possible result for the entity “Accounts” could look like the following screenshot:
Please note: Fields with * are mandatory fields and must be completed in order to proceed.
Click on
in order to add the Custom Button to the SmartBar.
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7.3.4 How to add Javascript Functions
Type: Javascript Function Title*: Customize the title of your buttons in different languages. Therefore, click on the drop down arrow next to “Title” and type in the corresponding terms. Name*: Here you can define a unique name for your custom button. It is important, that you only use the name once. Button Icon: In order to create an individual icon, please follow the instructions in Chapter 7.3.1.1 How to configure icons. Webresource Name*: Please define the Webresource containing your Javascript function. The search for the Webresource works similar to the search for the icon. Instead of searching for a matching icon, simply search for a matching webresource. Function Name*: Type in the name of the function which should be executed. Please note: Fields with * are mandatory fields and must be completed in order to proceed. Parameter: Here you can define parameters which should be passed to your function. Available parameters are: “id” (unique id to the starting CRM record), “etn” (entity type name of the CRM record), “etc” (entity type code of the CRM record) and a custom “string”. Please note: You can choose up to four parameters. They have to be separated by a comma! Click on
in order to add the Custom Button to the SmartBar.
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7.3.5 Scroll to Section
Type: Scroll to Section Title*: Customize the title of your buttons in different languages. Therefore, click on the drop down arrow next to “Title” and type in the corresponding terms. Name*: Please type in the unique name for your Custom Button. It is crucial that the name is only given one. Button Icon: In order to create an individual icon, please follow the instructions in Chapter 7.3.1.1 How to configure icons. Element ID*: Type in an existing html-ID from the CRM-form. Please note: Fields with * are mandatory fields and must be completed in order to proceed.
Click on
in order to add the Custom Button to the SmartBar.
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7.3.6 How to edit Custom Buttons
Choose a custom button from the “Currently On Site” row, for example “Activities” and click on In the following window you can change your settings:
Click on
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to save them.
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7.3.7 How to delete Custom Buttons Again, choose a custom button from the “Currently on Site” row:
and click on
in order to remove the button from the list.
Please note: Predefined Entity-Buttons still exist in the list if you remove them from the SmartBar. If you delete custom buttons, they will be deleted permanently.
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8
SmartBar General Settings
Please note. If you move the cursor over the question mark next to the settings, additional information to the different settings is displayed:
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Enable Drag Option: Enable this function in order to have “draggable” SmartBar Buttons. Open Entities in a new tab: All entities will be opened in a new tab if this function is enabled. Always show entity counter: Enable this function to count entities from 0. In case there are no related entities, the entity counter will show a “0”. Use filter “All” in subgrids: Enable this function to set the filter in subgrids to “All”. Enable Dropdown: Here you can enable the dropdown function for the related entities. Set max. dropdown elements: Define how many elements will be displayed in the dropdown-menu. Max. Dropdown Height: Set the maximum height of the dropdown elements in pixels. Dropdown Width: Set the width of the Dropdown box in pixels. Display Mode: Select your preferred display mode. Please note: In case you change your display mode, you will also need to change the Web-resource-formatting in your form settings.
Entity Search Button: Tick this option to enable the entity search button. Button Width: Set the width of your entity search button. Max. Dropdown Height: Set the maximum Dropdown Height of your Entity Search Button in pixels. Dropdown Width: Set the width your Entity Search Button Dropdown in pixels.
Dialog Height: Define the max. amount of button rows for your SmartBar dialog (maximum 5). Dialog Width in Percentage: Set the width of your dialog in percentages.
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9
Global Settings
Enable Debugging: Tick to enable debugging. Activity-Button shows only active records: The Activity-Button will only show and count active records. Permission Configuration: Users with these selected security roles are allowed to configure SmartBar. Update Combobox Entities: Update the sitemap entries of the entity search button. Delete user specific button order: Force every user to use your global button order, when deleting their User/Temp Settings. Regenerate Metadata: Generate every fetch and title of the SmartBar buttons. Use User Language: SmartBar buttons will be shown in the selected user language. Specific Language: Define a specific language only for the SmartBar buttons.
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10
Uninstall SmartBar for MS CRM 2015/2016
To uninstall SmartBar select “Programs and Features” in the Control Panel.
Search for SmartBar for MS CRM 2015/2016 in “Uninstall or change a program” to uninstall SmartBar. Follow the instructions to uninstall the Addon as shown below:
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Click on
in order to uninstall SmartBar for MS CRM 2015/2016.
The following window appears:
Check “Full Uninstall” in order to remove the application and the solutions from within the CRM. Check “Uninstall application only” in order to leave all solutions in the CRM. Only the management part for this application will be uninstalled. Click “Continue” in order to proceed.
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11
Contact
In case there are any questions left do not hesitate to send us an email to
[email protected] or visit our blog: http://blogs.mscrm-addons.com
In case of general question (regarding to products, licenses, …) we kindly ask you to send us an email to
[email protected] Headquarter – Europe: PTM EDV-Systeme GmbH Bahnhofgürtel 59 A-8020 Graz Austria Tel Austria +43 316 680-880-0 Fax +43 316 680-880-25 www.ptm-edv.at www.mscrm-addons.com Headquarter – US: Mscrm-addons.com Corp 1860 North Rock Springs Rd Atlanta, GA 30324 Tel US +1 404.720.6066
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