DataQuality in your CRM System
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      How to integrate snapADDY DataQuality in Microsoft Dynamics 365 (v. 9.1 or older)

      In order to embed DataQuality in your CRM, we need to add a web resource to your CRM. The following guide will help you to create a web resource on your own.

       

      Note: Since our internal Microsoft Dynamics 365 is only available in German, the screenshots can't be provided in English after a certain point. For a better orientation, I added the German name which you see in the picture after the English word, for example new (picture: neu). 

      Create web resources

      1. Download the following zip file and unzip it somewhere on your PC.
        👉 DataQuality.zip
      2. Open Advanced settings.






      3. Click on  Settings and select customizations.

         



      4. Click on Customize system (System anpassen).

         

      5. Select the Web resources entry (picture: Webressourcen) in the list on the left and click on New (picture: Neu).

         

      6. In the next pop-up, enter any name, a name and a description.

      7. Select "Website (HTML)" as the type (picture: Typ), set the language to English and upload the index.html file from the archive you downloaded earlier.

      8. Save (picture: Speichern) your changes.
      9. Publish (picture: Veröffentlichen) your changes.




      10. You should now be able to find the new web resource in the list of resources.


      Adding the new web resource as a tab to the Dynamics sidebar


      1. Now select the Client extensions option (picture: Clienterweiterungen) in the list on the left and find the extension you want to edit (e.g. "Sales Hub"), select it and click Edit (picture: Bearbeiten).




      2. Add a new group and assign a title.



         

      3. Add a new sub-area (picture: Unterbereich)

      4. Select Web resource (picture: Webressource) as the type (picture: Typ)

      5. Select DataQuality or snapaddy_DataQuality as the URL (activate automatic completion).

      6. Add a title.

      7. Save (picture: Speichern) your changes.

      8. Publish (picture: Veröffentlichen) your changes.


      End result

      You should now see the DataQuality group/tab in the Microsoft Dynamics sidebar.


      If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.