After embedding SmartBar (via the MainPage.html) into a CRM form or dashboard, a CRM view based button for CRM 2015/16 can be created.

This blog article outlines how to change the result and add additional fields to the dropdown-menu in order to create user defined result fields.

Please follow this step-by-step instruction to properly embed SmartBar as a webresource into your Microsoft Dynamics 365 (CRM).

SmartBar for MS Dynamics CRM 2015/2016 and Dynamics 365 enables you to create custom buttons next to the standard buttons.

The customization of Standard SmartBar buttons is said to be one of the easiest things that you can do with our addons.

Thank you for deploying our MSCRM-ADDON SmartBar to your environment! Still, there are a few brief steps that must be performed in order to finalize the setup.

Sharepoint Documents Button Error – SmartBar 

 If you encounter an error, after -clicking- on the Documents Button inside SmartBar 2015/16 please follow this blog article. 

SmartBar is per standard using the Client-based SharePoint integration view. If you instead use the Server-based integration on your CRM System, your click could result in one of the following errors:

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Please note:

This article applies to SmartBar in MS CRM 2013, 2015, as well as to MS CRM 2015/2016.

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