So, here we are in a new and exciting post-Polaris world! If you haven’t already, check out our guide on the service update and what it means for you. For those of you that use PowerOneView: if you are on Dynamics CRM Online and have enabled the process-based UI that is a part of the Polaris release, you will need to manually add it back to each of the new process-based form.
- To add PowerOneView back to the left-hand navigation of the process-based form, navigate to the entity you’d like to add it back to and open it. Then click on “…” > Form Editor.
- In the upper ribbon, click on Navigation. Then go to the insert tab, and choose Navigation Link.
- Name the navigation link PowerOneView, find the PowerOneView icon (called poov_/images/nav_icon.png), and specify the PowerOneView web resource (called poov_/PowerOneView.html). Click OK.
- Save & publish the form, then refresh the record. If you expand the left-hand navigation, you will now see PowerOneView in your left navigation.
Easy as that!