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Getting Started–Post AppSource Installation Steps on SmartBar

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:
    > 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!

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