Service | Customer Service, Contact Center, Fie...

Not able to add web resources in Microsoft Dynamics 365 customer service

(1) Share

Report

Posted on by Community member

We are able to add the HTML web resource but after publishing our changes they are not reflected on the page (customer service account page). Also, we are not getting any error message. We are using trial version of MSD 365.

All responses (3)

Answers (0)

Suggested answer

Mayank P 23 on at

Like (0)

Report

Not able to add web resources in Microsoft Dynamics 365 customer service

If you have published the HTML web resource and the form it is being used with. You also need to check the form your app is using.

Go to your App >Edit. Navigate to this entity and check the form order on the right panel.

Example:

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
MP
Suggested answer

Fubar 2,752 on at

Like (0)

Report

Not able to add web resources in Microsoft Dynamics 365 customer service

After Publishing, did you clear the Browsers cache <crtl><f5> (Web Resources along with the Apps menus are items the Browser will cache)
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Not able to add web resources in Microsoft Dynamics 365 customer service

Hi Partner,

Please refer to the following links, which provided detailed steps:

https://carldesouza.com/dynamics-365-html-web-resource-example/

https://www.appjetty.com/blog/how-to-embed-html-web-resource/#:~:text=Create%20a%20simple%20HTML%20page,it%20to%20the%20Account%20form.

Can you add the web resource to the form you need?

There are many main form in the account entity, the form shown in the customer service hub app is this:

I applied for a customer service trial environment for testing: