Adding Sales Accelerator Items To A Model-driven App

The Sales Accelerator and Sales Sequence items are in the Sales Hub model-driven app by default. This is great if that is the app your sales managers and director are using, but what if you have a custom app? What a pain to have to switch back and forth between them. Fear not, we can add sales accelerator items to other apps by customising the site map. Let’s see what we can add and how.

First, best practice is to add your custom app to a solution in a STAGING environment, then edit it from there to then move to your PRODUCTION environment. once you’ve opened it add a new area for some of the admin related items.

We can add quick access to the settings for the sales accelerator. Add a new group to your area, then add a page that is a navigation link. The URL should be the link you see below. Give it a title (whatever you want users to see in the navigation).

/main.aspx?&pagetype=control&controlName=MscrmControls.UnifiedConfigCustomControl.UnifiedConfigCustomControl&data={"id":"sales_acceleration"}

The icon can be whatever you want, but I went with the standard icon which you should be able to find by searching for salesacceleration

It should look like this.

If you want to make sure only certain people can see it, use the advanced settings area and then add table privilege. You can select a table and a specific privilege level. In my example, only users that have Write access to the sales acceleration settings will be able to see this in the navigation.

Next we can add a quick link to the work item appearance settings for quick access. Add another page that is a URL link type. Set the URL as you see below.

/main.aspx?&pagetype=control&controlName=MscrmControls.AcceleratedSales.AnchorShellControl&data={"OpenAdminSettings":true,"PageId":"WorkItemAppearance"}

For the icon, you can use whatever you choose, but I went with the settings icon below.

This is what it should look like. Again you can use the Advanced Settings area to determine who should see this in the navigation.

The URL used in this link forces it to open in Admin mode ready for you to customise it. Nice and handy for an Admin wanting to make changes quickly.

We can also add a quick link to all of the sequences by adding a new page and picking Dataverse table then searching for the Sequence table. make sure Show in navigation is selected then click Add. You might want to change the icon from the default one (jigsaw piece) as the Sequence table doesn’t have one. You may also wish to edit one of the views to show the columns you want to display, but not necessary unless you have different requirements. Other tables of interest could be the Sequence Targets (individual links to Contacts in a Sequence) and the Sequence Templates.

Now an administrator can quickly jump to different items if needed.

For the users, we can also add in a new group that can be helpful for them. Here I have a new group on the main aera.

Work Items is also a URL. Use the link below and select a web resource to use as your icon.

/main.aspx?pagetype=control&controlName=MscrmControls.AcceleratedSales.AnchorShellControl

If you have enabled the acceleration report, that can be added via a URL link.

/main.aspx?pagetype=entitylist&etn=msdyn_dataanalyticsreport_sareporting&viewid=692931c6-496d-4afc-9c09-29e1a68c99c1

Users will then have direct access to these items in your custom model-driven app.

Original Post http://meganvwalker.com/adding-sales-accelerator-items-to-an-app/