SmartBar for effective navigation and record count in Dynamics 365

por ( PTM EDV Systeme )

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Streamline your navigation in Dynamics 365 & enhance productivity by simplifying common tasks

SmartBar focuses on productivity, allowing you to place navigational and functional buttons directly on Dynamics 365 forms. This enables users to easily access important assignments and simplifies their workflow.

How does it work?

  • Configurable views provide critical information such as "open cases" or "opportunities over 10K".
  • The buttons feature a numerical indicator displaying the number of related records per table.
  • Color-coding can be applied to hide buttons or change their color based on specified count ranges.

Key Features:

  • Enable smart navigation between related Dynamics 365 records, facilitating seamless back-and-forth movement.
  • Provide business users with the information required for their daily work within Dynamics 365.
  • Utilize configurable views to display essential information like "open Cases" or "opportunities over 10K".
  • Numerical indicators next to buttons provide a count of related records per entity, such as quotes, orders, etc., associated with the open record.
  • Implement color-coding to dynamically hide buttons or modify their color based on defined count ranges.

So, what are you waiting for? Try SmartBar today with our 14-day free trial, including all features and support – no payment required!

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