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== Step-by-Step Instructions == === Step 1: Create a Custom Form in Microsoft Dynamics 365 === 1. Navigate to [http://make.powerapps.com make.powerapps.com] and log in using your Microsoft Dynamics 365 credentials. 2. Select the environment you desire to work with. 3. Click on the '''Solutions''' option in the left sidebar. 4. Click on '''New Solution'''. 5. A modal sidebar will appear. Fill in the required fields. 6. Click the '''Create''' button located at the bottom of the sidebar. === Step 2: Add a Table to the Custom Form === 1. At the top of the next screen, click the '''Add Existing''' option. 2. From the dropdown menu, select the '''Table''' option. 3. The '''Selected tables''' window will open. Click on the '''Select components''' option for either the Contact or Lead table. 4. Click on '''Forms''' at the top of the modal, then select the form to which you wish to add the customization. The selected table(s) will now be part of your solution and ready for customization. === Step 3: Customize the Table === 1. Click on the desired table to add customizations. 2. Select the form you want to modify. 3. The '''Form Editor''' will open. Click on the '''Switch to Classic''' button. 4. The '''Classic Editor''' will appear. Click on the parent section where you want to add the component; in this case, choose the '''Summary''' section. 5. From the top of the screen, click on the '''Insert''' tab. 6. A list of options will show up. Select '''Section''', then choose '''One Column'''. 7. An empty section will appear at the bottom of the selected parent section. Drag the empty section to your preferred location on the form. 8. Optionally, set properties for the section. Click '''OK''' to close the Section Properties editor when ready. 9. Click the '''Insert''' tab again at the top of the screen. === Step 4: Set Web Resources Properties and Publish === 1. Click on the '''Add Web Resources''' button to open the Add Web Resources window. 2. Complete the fields as follows: * '''Web resource''' = ac_assets/recentActivities.html * '''Name''' = WebResource_RecentActivities * '''Label''' = AC Recent Activities * Ensure the '''Display label on the Form''' checkbox is ticked. * Ensure the '''Visible by default''' checkbox is ticked. 3. Click the '''OK''' button. 4. Click on '''Save'''. The screen will refresh. === Step 5: Publish the Custom Form === To finalize and publish your custom form, click the '''Publish''' option. After you publish, it is crucial to verify in Microsoft Dynamics 365 that the recent activities section has been successfully added to your form.
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