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Admin Guide(Connector for Dynamics 365)

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Install package:

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


Configuration of connector buttons:

  • Advanced options → Settings → Solutions 

  • FieldService

  • Client extensions
  • File services
  • Add new area and customize it

    • 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


ApiToken verification

WIP


Settings configuration

WIP...

apitoken

esaw url

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