Sales accelerator FAQs

This article answers frequently asked questions about sales accelerator in Dynamics 365 Sales and Sales premium.

How do I add the Up next widget to an entity form?

Note

You can add the Up next widget only to managed entity forms.

1. Go to Settings > Solutions and then create an empty solution. For example, AddWidget.
2. Add a Form to the solution.
3. Save the changes and publish the customizations.
4. Export the created AddWidget solution as UnManaged.
5. Delete the solution AddWidget from the organization.
6. Extract the zip file of the downloaded solution.
7. In the file Solution.xml, change the <Managed> value to 1 and then save.
   <Managed>1</Managed>
8. In the customizations.xml file, remove the parameter <systemform unmodified="1">.
9. Choose the <column> under the Summary tab, where you want to add the widget.
10. Add the <section> tag as follows:

    <section name="CadenceWidget" showlabel="false" showbar="false" id="{<NEW_GUID_G1>}" IsUserDefined="0" layout="varwidth" columns="1" labelwidth="115" celllabelalignment="Left" celllabelposition="Left" labelid="{<NEW_GUID_G2> }">
      <labels>
          <label description="Cadence Widget" languagecode="1033" />
      </labels>
      <rows>
          <row>
              <cell id="{<NEW_GUID_G3>}" showlabel="false" colspan="1" rowspan="6" labelid="{<NEW_GUID_G4> }">
                  <labels>
                      <label description="Cadence widget" languagecode="1033" />
                  </labels>
                  <control id="CadenceWidgetControl" classid="{F9A8A302-114E-466A-B582-6771B2AE0D92}"  uniqueid="{<NEW_GUID_G5>}" isunbound="true">
                      <parameters />
                  </control>
              </cell>
          </row>
          <row />
          <row />
          <row />
          <row />
          <row />
      </rows>
    </section>
    

11. Replace all the <NEW_GUID_G> occurrences by generating a new GUID for each place.
12. For <controlDescriptions> node, add a child node as following:

    <controlDescription forControl="{<GUID_G5>}">
    <customControl formFactor="2" name="MscrmControls.AcceleratedSales.CadenceWidgetControl">
        <parameters />
    </customControl>
    <customControl formFactor="0" name="MscrmControls.AcceleratedSales.CadenceWidgetControl">
        <parameters />
    </customControl>
    <customControl formFactor="1" name="MscrmControls.AcceleratedSales.CadenceWidgetControl">
        <parameters />
    </customControl>
    </controlDescription>
    

13. Replace the <GUID_G5> in customizations.xml with the GUID_G5 generated from step 11.
14. Save the changes and zip the folder.
15. Open Dynamics 365 and go to Settings > Solutions.
16. Import the zipped solution.
17. Publish all customizations.
18. Verify that the Up next widget successfully shows up on the form.

How to add sales accelerator to the site map in your custom app

Use the site map designer from the app designer to add the sales accelerator site map to your custom app. More information: Add the sales accelerator site map entry to custom app.