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!