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ActivityTools for Dynamics 365 - Extended Features

This article outlines how you can activate extended features of ActivityTools.
Steps described here can be necessary after installing ActivityTools from Microsoft AppSource or after an update to a newer version of AT.

 

1. Warning dialog after hitting a button on the ActivityTools UI (e.g. “NEW ACTIVITY” or “CLOSE”)


Figure 1: Message from webpage
 
This dialog appears if the “ActivityToolsPluginExtension” Dynamics 365 solution is missing. 
Please follow these steps to install it:
  • Download solutions and extract the zip file (Download Link): 

   

(Please note: These solutions are compatible with the ActiviyTools Version on AppSource (2020.1). If you have downloaded ActivityTools from our Website, take the solutions from the download package instead)

  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “ActivityToolsPluginExtension.zip” and follow the wizard.

After refreshing the Dynamics 365 page the functionality should be available.


2. Dynamics 365 Notification through ActivityTools OnLoad script (extend Social Pane)


Figure 2: AT notification OnLoad script
 
First, ensure that the “ActivityToolsPluginExtension” solution is installed. Please see Point 1 “Warning dialog  ...” (one chapter above).
Then use the new from onLoad script (ptm_ActivityTools/Extension/js/onload.js) instead of the existing one:

  
Figure 3: Form properties 

 


Save and publish the form and it will work again.


3. Missing demo forms for account and contact entity

 
Figure 4: AT Demo

Do be able to use the ActivityTools demo form you need the “ActivityToolsPluginDemo” solution.

Please follow these steps to install it:
  • Download solutions and extract the zip file (Download Link):

    

(Please note: These solutions are compatible with the ActiviyTools Version on AppSource (2020.1). If you have downloaded ActivityTools from our Website, take the solutions from the download package instead)

  • Open Dynamics 365 -> Settings -> Solutions -> hit “Import”
  • In the popping up dialog select the “ActivityToolsPluginDemo.zip” and follow the wizard.

Thereafter the forms will be available for account and contact.
PLEASE NOTE: These demo forms are for demo purpose only! Do not install them for a use in production!

   

Support
In case of any questions or problems please do not hesitate to contact our support: Support Link

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