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home/Knowledge Base/PowerSearch (PS)/Getting Started–Post AppSource Installation Steps on PowerSearch

Getting Started–Post AppSource Installation Steps on PowerSearch

167 views 0 Updated on June 26, 2023

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. 

assign role
Figure 1: Assigning the correct role

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. 

power apps studio
Figure 2: Power Apps Studio, with the Default Solution highlighted

On the following screen, select Dashboards under Objects.  Then, locate and click on the dashboard you would like to customize. 

dashboards
Figure 3: Our list of dashboards, with the Sales Activity Social Dashboard highlighted

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. 

dashboard editor
Figure 4: The dashboard editor, with the Web Resource button highlighted
web resource
Figure 5: The Add Web Resource window

Click the Publish button in your solution to publish your customizations. 

publish
Figure 6: Publish the customizations when you are done

Finally, to configure PowerSearch, click on the gear icon in your PowerSearch tile as shown below. 

powersearch
Figure 7: Our PowerSearch tile, with the gear icon highlighted

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 support@mscrm-addons.com. 

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