Thank you for installing our MSCRM-Addons ActivityTools into your environment!
To finalize the setup, please see the steps below.
1) Assign the ActivityTools security role
Please add the MSCRM-ADDONS.com ActivityTools security role to your users.
2) Embed ActivityTools into your Microsoft Dynamics 365 environment
Open Power Apps Studio and navigate to the table (entity) that you would like to customize.
On the following page, select Form and select which form you would like to edit.
In the Form editor, select Component and click on HTML web resource under Display.
In the Add HTML web resource window, you will see a list of web resources to add. Here, locate the web resource called “ptm_ActivityTools/MainPage.html” and click Add.
Once it is added, save and publish your customizations. Now, when you select an Account record, ActivityTools will be displayed.
For more information, please see our Getting Started guide for ActivityTools or refer to our Installation and User Guide.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.