Install package

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Admin guide Dynamics - install package Admin guide Dynamics - install package

:

• Advanced options → Settings → Solutions → Import
• Select zip file
• Upload
• Publish

Configuration of connector buttons:

• Advanced options → Settings → Solutions 

• Select the Dynamics component that you want to extend (es. Field Service)

• Client extensions
• File services
• Add new area and customize it. es:

• • Add group
  • Add sub area for the "home"
    • Type: "web resource"
    • Entity: "cs_overview"
    • Title: "Home" 
  • Add sub area for "Envelope"
    • Type: "entity"
    • Entity: "Envelope"
    • Title: "Envelope" 
• Save
• Publish

NB: these steps are to validate

eSAW configuration

• Advanced options → Settings → Solutions → eSignAnyWhere → Configuration
  • Insert ApiToken & eSAW API URL
    • 
  • Update workflow → Start workflow
    •