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Getting Started – Post AppSource Installation Steps on ActivityTools

Thank you for deploying our MSCRM-ADDON ActivityTools to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Assign the ActivityTools security roles 
    Please add the following security role to your users:
    > ActivityTools

2) Embed ActivityTools into your Microsoft Dynamics 365 environment.

     > Open the form editor with a click on the

> Next, add the ptm_ActivityTools/MainPage.html webresource to the forms

> Finally, save and publish your customization

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

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

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

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