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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