Option 1: Integrating the dox42 calls as buttons

You can integrate the dox42 calls as buttons into your CRM interface, e.g. into the command ribbon.

There are two ways of adding buttons:

• Recommended approach, if you use D365 CE: Adding a button via Power Apps

• Adding a button via Ribbon Workbench

For information on adding only one button for a list of templates in the dox42 pop-up, see Option 2: Integrating the dox42 calls as pop-ups.

For a detailed video tutorial watch our #doxclass: https://www.youtube.com/watch?v=V7MLPMulMc0..