Thank you for deploying our MSCRM-ADDON PowerSearch to your environment!
Still, there are a few brief steps that must be performed in order to finalize the setup.
1) Assign the PowerSearch security roles
Please add the following role to your users:
> MSCRM-ADDONS.com PowerSearch
2) Embed PowerSearch into your Microsoft Dynamics 365 environment
> Open a random dashboard where you want to install PowerSearch into and click on the [Edit]-button
Figure 1: Edit Dashboard
> Next, add the ptm_PowerSearch/MainPage.html webresource to the forms
and save and publish your customization
> Now configure your PowerSearch with a click on the [Open Config]-button
in the General Settings-tab of the Getting Started Page.
Figure Figure 2: Open the Config
For further details, please watch our brief video on how to Get Started with PowerSearch!
Figure 3: Video on how to get started with PowerSearch
That’s it! Thank you very much for your time! We hope you enjoy PowerSearch!
Please also take our survey & get 10 percent discount on your next purchase!
reworkdone.. check video link.. Video Link updated. MBE