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:
> MSCRM-ADDONS.com ActivityTools
2) Embed ActivityTools into your Microsoft Dynamics 365 environment.
> Open the form editor with a click on the [Form]-button.
Figure 1: Open the form editor
> Next, add the ptm_ActivityTools/MainPage.html webresource to the forms
Figure 2: Add Web Resource
> 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!