Thank you for deploying our MSCRM-ADDON PowerSearch to your environment!
Still, there are a few brief steps that must be performed in order to finalize the setup.
1) Assign the PowerSearch security roles
Please add the following role to your users:
> MSCRM-ADDONS.com PowerSearch
2) Embed PowerSearch into your Microsoft Dynamics 365 environment
> Open a random dashboard where you want to install PowerSearch into and click on the [Edit]-button
> Next, add the ptm_PowerSearch/MainPage.html webresource to the forms
and save and publish your customization
> Now configure your PowerSearch with a click on the [Open Config]-button
in the General Settings-tab of the Getting Started Page.
For further details, please watch our brief video on how to Get Started with PowerSearch!
That’s it! Thank you very much for your time! We hope you enjoy PowerSearch!
Please also take our survey & get 10 percent discount on your next purchase!