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.


I. Create web resources

  • Download the following zip file and extract it somewhere on your PC.

    DataQuality.zip

  • Open the Advanced settings

  • Select Customizations

  • Select Customize Systems

  • Select the Web resources entry in the list on the Left and click on New

  • In the next popup, give it any name, label and description.

    As type select "Website (HTML)", set the language to English and upload the index.html file from the archive you downloaded earlier.

  • Save and publish your changes

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

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

  • Open the Advanced Dynamics settings and select CustomizationCustomize System

  • In the opened popup, select Client extensions and look for the extension you want to edit (for e.g. "Sales Hub"), select it and click Edit.

  • Add a new Group and enter a Title

  • Add a new Subarea, select Web Resource as Type, DataQuality or snapaddy_DataQuality as URL (check autocomplete) and add a Title

  • Save and publish your changes

III. End Result

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

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