MS Dynamics 365 Integration: Installation Guide

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3. Add the Frame-Ancestors to Showell Admin

1. Open Showell Admin

2. Click your name/company name in the top right corner > Workspace Settings

3. Scroll a bit down, and you'll see on the left side 'FRAME-ANCESTORS'. Click 'Configure frame-ancestors'

4. Paste the Web link you've copied in Point 1.

5. Click 'Save changes'

 

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4. Enable Component Framework

1. Navigate to MS Dynamics - Power Apps (make.powerapps.com)

2. Click the settings icon in the top right corner, and choose 'Admin Center'

3. From the side menu, click Environments and then choose your Environment name

4. Click 'Settings' in the top, expand 'Product' and click 'Features'

5. On this page, you'll find many options. Toggle the 'Power Apps component framework for canvas apps' ON.

 

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5A. Configure the Showell App: Add Showell Pages

This allows you to access Showell from the side menu in your Sales Hub.

1. Navigate to MS Dynamics - Power Apps (make.powerapps.com)

2. From the side menu, click 'Apps' ( > 'Shared with me' or 'All'), select 'Sales Hub' and click the edit (pencil) icon.

3. You can now customize the Sales Hub side menu on the left side. This allows you to add Showell pages and arrange them freely within the menu for easy access and navigation.

Choose a preferred section (such as My Work, Sales or Collateral) and click on the '3 dots' next to the section's name. Then, select 'New page'

• 💡Once the new page is added, you can click its '3 dots' and choose to move it up or down in the list (see video at 00:28), and you can also edit its title from the menu on the right hand side (see video at 01:05)
• While adding the pages, you might see a "This page needs to be published" error. This can be ignored.

3A: Add the 'Open Showell' Page

3B: Add the 'Share Files from Showell' Page

• Choose 'Custom Page' and click 'Next'
• Choose 'Use an existing custom page' > select 'Share Files from Showell' > Make sure 'Show in navigation' is enabled > click 'Add'.

3C: Add the 'Showell Shares view' Page

• Choose 'Dataverse table' and click 'Next'
• Choose 'Select existing table' > Search for 'Showell Share' and select it > Make sure 'Show in navigation' is enabled > click 'Add'.
• As a recommended next step, you can now also edit the 'Showell Shares view' columns

4. Click the 'Save' button in the top right corner.

5. Once saved, click the 'Publish' button next to it. The preview window will inform that the publishing is still ongoing and it will refresh the preview once this is done.

6. Once Published, Click the 'Play' button next to it.

• This will now open your Sales Hub. In the top left, you'll be informed that a new version of the app is available and you'll have to refresh your browser tab to update it.

7. You will now find the Showell Pages from the left side menu

• Please allow some time for MS Dynamics to process the changes. Remember to periodically refresh your Sales Hub page to see if the changes have been implemented.

 

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5B. Configure the Showell App: Edit 'Showell Shares view' Columns

This allows you to see analytics data for Shares creates in Dynamics in a glance.

1. Navigate to MS Dynamics - Power Apps (make.powerapps.com)

2. From the side menu, click 'Apps' ( > 'Shared with me' or 'All'), select 'Sales Hub' and click the edit (pencil) icon

3. From the Sales Hub side menu on the left side, find 'Showell Shares View' (as configured in 5A) and click the edit (pencil) icon

4. From the left side (Table Columns) click 'Owner', 'Visitors', 'Visits', 'File Views' and 'Downloads'. This will add them as columns to the Showell Shares View

• Additionally you can drag and drop the columns in your preferred order

5. Click 'Save and Publish'

• Please allow some time for MS Dynamics to process the changes. Remember to periodically refresh your Sales Hub page to see if the changes have been implemented.

 

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5C. Configure the Showell App: Add Showell Shares tab to your contacts, leads and opportunities

This allows you to add a quick access Showell Shares tab to any contact, lead or opportunity.

1. Navigate to MS Dynamics - Power Apps (make.powerapps.com)

2. From the side menu, click 'Apps' ( > 'Shared with me' or 'All'), select 'Sales Hub' and click the edit (pencil) icon

3. From the Sales Hub side menu on the left side, You can find and edit the following 3 pages:

• Contacts view > Contacts form
• Leads view > Leads form
• Opportunities view > Opportunities form

4. Click the edit (pencil) icon for one of the above forms you'd like to adjust.

5. From the left hand side menu, choose 'Components'.

6. From the components menu, drag and drop the '1-column tab' to the desired location in Sales Hub (for example next to Summary or Details).

7. From the right hand side properties panel, change the label name to for example 'Showell Shares'

8. Open the 'Showell Shares' tab you just created

9. From the components menu, Click on 'Grid' > 'Subgrid'.

• Checkmark 'Show related records'
• Choose 'Showell Shares' from the table dropdown
• Click Done

10. Select the Subgrid. From the right hand side properties panel, checkmark 'Hide label'

11. Select the 'new section'. From the right hand side properties panel, checkmark 'Hide label'

12. Open the 'Related'-tab and select 'Showell Shares'. From the right hand side properties panel, checkmark 'Hide'

13. Click 'Save and Publish'

• Please allow some time for MS Dynamics to process the changes. Remember to periodically refresh your Sales Hub page to see if the changes have been implemented.

 

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6. Enable Showell share analytics in MS Dynamics

1. From Showell Admin: Click Admin (top menu) > MS Dynamics

2. Begin authorization by selecting “Authorize by signing in to MS Dynamics”

3. Provide your Dynamics URL (= the Web link you've copied in Point 1)

4. Login with your Microsoft user’s credentials > Click "Allow"

5. The connection is now authorized between Showell and MS Dynamics

 

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7. Create and Assign a security role to the Showell App and Users

A role must be defined in Dynamics for the Showell App and the users to enable the sharing functionality.

1. Navigate to MS Dynamics - Power Apps (make.powerapps.com)

2. Click the settings icon in the top right corner, and choose 'Admin Center'

3. From the side menu, click Environments

4. Click the 3 dots next to your Environment > Settings. Search and open 'Security Roles'

5. Click '+ New role', provide the below details and then click Save

• Role name: You are free to choose. For example: Showell Custom Role
• Business Unit: Choose your Unit

6. In the top right, search for 'Showell'. you'll find multiple Showell tables. Perform the following with every table:

• Click the 3 dots next to it > Permission settings
• You may select 'Full Access' or configure stricter permissions as needed.
• Click Save

7. Go back to the 'Security Roles' overview and search for Showell

8. Click the checkmark next to 'Showell' > Members > +Add People

9. Add your Team name, or add individual people that need to use Showell in Dynamics > Add

10. Navigate to your Sales Hub > Click 'Sales Hub' in the top navigation bar

11. Under published Apps, you'll find 'Showell'. Click its 3 dots > Manage roles

12. find and select 'Showell' from the list and click 'Save'

 

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Optional: Update the DynamicsUri or ShowellAppUri

If you have an new DynamicsUrl, or your ShowellAppUrl has changed (for example by utilizing a new Custom Domain), you have to ability to change these.

• You can obtain the new DynamicsUrl the same way as seen in Point 1
• Updating the URIs will overwrite your previous input as seen in Point 2B, Step 3
• If you change the DynamicsURI:
  • Remember to also update your Frame-Ancestors in Showell Admin, as seen in Point 3
  • You will also have to reauthorize the connection between Showell and Dynamics, as seen in Point 6

1. Navigate to MS Dynamics - Power Apps (make.powerapps.com)

2. From the side menu, choose 'Solutions', then click 'Default Solution'

3. From the left side section, search for, and open 'Environment variable Value' (under 'Tables')

4. Next to 'Environment Variable Value columns and data', click 'Edit'

5. Select the value you want to edit and choose 'Edit row using form' from the top menu.

6. Make your changes and click 'Save and Close' > 'Done'