mscrm-addons.com - Blog

IMPORTANT INFORMATION

This blog is deprecated since July 2020.The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

News.mscrm-addons.com Blog

rss

Hello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts!


Getting Started–Post AppSource Installation Steps on SmartBar

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.

1) Assign the SmartBar security roles
    Please add the following role to your users:
    > MSCRM-ADDONS.com SmartBar

2) Embed SmartBar into your Microsoft Dynamics 365 environment
     > Open the form editor and add the ptm_SmartBar/MainPage.html webresource to the forms

Figure 1: Add webresource
       
> Save and publish your customization
       
        > Next, configure the SmartBar buttons

For further details on the Configuration, please watch our brief video on how to Get Started with SmartBar!


That’s it!
Thank you very much for your time! We hope you enjoy SmartBar!

Please also take our survey & get 10 percent discount on your next purchase!




Comments are closed.