Thank you for installing our MSCRM-Addons SmartBar into your environment!
To finalize the setup, please see the steps below.
1) Assign the SmartBar security role
Please add the MSCRM-ADDONS.com SmartBar security role to your users.
2) Embed SmartBar 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_SmartBar/MainPage.html” and click Add.
Once it is added, save and publish your customizations. You should now see the SmartBar in the entity that you customized. To customize the SmartBar’s buttons, you can click on the gear icon as shown below.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.