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?

You can add the Up next widget only to managed entity forms. To add the Up next widget to a managed entity form, create a solution, modify the XML files, and then import the solution.

Create a solution

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.

Modify the XML files

1. In the file solution.xml, change the <Managed> value to 1.

2. In the customizations.xml file, delete the parameter <systemform unmodified="1">.

3. On the Summary tab, select the <column> where you want to add the widget.

4. 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>
   

5. Replace all the <NEW_GUID_G> occurrences by generating a new GUID for each place.

6. In the <controlDescriptions> node, add a child node:

   <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>
   

7. Replace the <GUID_G5> in customizations.xml with the GUID_G5 generated from step 11.

8. Save the changes and zip the folder.

Import the solution

1. Open Dynamics 365 and go to Settings > Solutions.
2. Import the zipped solution.
3. Publish all customizations.
4. Verify that the Up next widget successfully shows up on the form.

How do I add the sales accelerator site map to my custom app?

Use the site map designer in the app designer to add the sales accelerator site map to your custom app.