Configuration of connector buttons:
- Advanced options → Settings → Solutions
Select the Dynamics component that you want to extend (es. Field Service)
- Client extensions
- 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
- Insert ApiToken & eSAW API URL