Thank you for installing our MSCRM-Addons PowerSearch into your environment!
To finalize the setup, please see the steps below.
1) Assign the PowerSearch security role
Please add the MSCRM-ADDONS.com PowerSearch security role to your users.
2) Embed PowerSearch into your Microsoft Dynamics 365 environment
Sign in and open Power Apps Studio. On the left side, select the Solutions tab and select the Default Solution.
On the following screen, select Dashboards under Objects. Then, locate and click on the dashboard you would like to customize.
Within the select dashboard, click on the Web Resource button. In the window that appears, add “ptm_PowerSearch/MainPage.html” as a web resource and fill in the Name and Label under the Field and Name Properties. Click OK once you are finished, then Save and Close.
Click the Publish button in your solution to publish your customizations.
Finally, to configure PowerSearch, click on the gear icon in your PowerSearch tile as shown below.
Alternatively, you can configure PowerSearch by accessing our app through Dynamics 365 under Settings -> MSCRM-ADDONS -> PowerSearch and selecting the Configuration tab.
For more information, please see our Installation and User Guide.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.