Please follow this step-by-step instruction to properly embed SmartBar as a webresource into your Microsoft Dynamics 365 (CRM).
Step 1: Open the entity into which you want to embed SmartBar (here: Sample Account 1 ❶) and click on the [Form]-button ❷ in the command bar.
Step 2: In the next window select the Insert-tab ❶ and select the [Web Resource]-button ❷.
Step 3: The Add Web Resource-window opens. Look for ptm_SmartBar/MainPage.html in the web resource field. If it does not appear automatically, press the [Look up More Records]-button ❶.
Step 4: The “Look up record”-window appears. As soon as you have found the correct file, please mark it and click on the [Add]-button.
Step 5: Now, the Add Web Resource-window appears again. Please name your web resource and insert the name in the Name*-field ❶. Next, click on the [OK]- button ❷ in order to proceed.
Step 6: In the next window, drag and drop the new form to its future place.
Step 7: Once finished, please go back to the Home-tab and click on the [Save]-button and the [Publish]-button.
Step 8: Now the following window appears.
Step 9: Please return to the entity you wanted to add SmartBar. Refresh the page. Your entity should appear similar to the one in Figure 9.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org!