---
title: "EasySend and Dataverse Applications"
slug: "installation-guide"
updated: 2025-06-26T15:11:16Z
published: 2025-06-26T15:11:16Z
canonical: "kb.easysend.io/installation-guide"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://kb.easysend.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Installation Guide

## Article Overview

The following article describes how to integrate EasySend in your Dataverse applications.

## Step 1: Import EasySend to your Power Apps Environment

(See **Figure 1** to **Figure 6**)

To import EasySend to your Power Apps environment, perform the following steps:

1. Access your [Power Apps environment](https://make.powerapps.com/).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-478nnc9s.png)

**Figure 1: Power Apps Environment**

1. Click **Solutions** (1).

*Result:*

The **Solutions** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-f2hcq56k.png)

**Figure 2: Import Solution**

1. Click **Import Solution** (2).

*Result:*

The **Import a solution** section appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-hrqgblhx.png)

**Figure 3: Import a solution - Browse**

1. Click **Browse** (3) and select the file to import.

[EasySend_1_0_0_9_managed.zip](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/EasySend_1_0_0_9_managed.zip)

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-y4plxo1f.png)

**Figure 4: Import a solution - Next (Example)**

1. Click **Next** (4) and wait for the process to finish.

*Result:*

The **Import** button (5) appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-224vmll4.png)

**Figure 5: Import a solution - Import**

1. Click **Import** (5).
2. Wait for the process to finish (6).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-w03tc5s8.png)

**Figure 6: Import Process**

NOTEOnce the import process is finished, the following message will appear: ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-1ky337zr.png)

## Step 2: Adding a Custom Page to your App

(See **Figure 7** to **Figure 14**)

To add a custom page to your App, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-ucc5r3um.png)

**Figure 7: Apps**

1. Click **Apps** (1).

*Result:*

The **Apps** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-kromhet6.png)

**Figure 8: Apps Screen**

1. Locate the desired App (2).
2. Click its three dots (3).

*Result:*

A new menu appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-2vc7cjdu.png)

**Figure 9: Edit**

1. Click **Edit** (4).

*Result:*

The following screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-jgohf82x.png)

**Figure 10: + Add Page**

1. Click **+ Add page** (5).

*Result:*

The **Add page** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-a3nlno9a.png)

**Figure 11: Add page Window**

1. Click **Custom** (6).
2. Click **Next** (7).

*Result:*

The **Add custom page** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-baw9v1kq.png)

**Figure 12: Add custom page Window**

1. Click **Use an existing custom page** (8).
2. Check the **EasySend Link** checkbox (9).
3. Uncheck the **Show in navigation** checkbox (10).

*Result:*

The **Add custom page** window is configure and the **Add** button (11) becomes enabled:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-ph1gi9vh.png)

**Figure 13: Add custom page Window - Add**

1. Click **Add** (11).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-ma4ed8z4.png)

**Figure 14: Save and Publish**

1. Click **Save** (12) and wait for the process to finish.
2. Click **Publish** (13) and wait for the process to finish.

## Step 3: Adding an EasySend Button to your App

(See **Figure 15** to **Figure 27**)

To add an EasySend button to your App, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-db1r8a0a.png)

**Figure 15: Apps**

1. Click **Apps** (1).

*Result:*

The **Apps** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-c1tnjppx.png)

**Figure 16: Apps Screen**

1. Locate the desired App (2).
2. Click its three dots (3).

*Result:*

A new menu appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-5e291ylu.png)

**Figure 17: Edit**

1. Click **Edit** (4).

*Result:*

The following screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-s0jmqyiw.png)

**Figure 18: Contact**

1. Choose the object you want to add the EasySend button to (for example **Contact**).
2. Click the three dots (5).
3. Click **Edit command bar** (6).

*Result:*

The **Edit command bar for Contacts** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-y1yi3slz.png)

**Figure 19: Edit command bar for Contacts Window**

1. Click **Main form** (7).
2. Click **Edit** (8).

*Result:*

The following window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-mo34qlyr.png)

**Figure 20: + New**

1. Click **+ New** (9).
2. Click **Command** (10).

*Result:*

The **Create a component library** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-s3xdg8pt.png)

**Figure 21: Create a component library Window**

1. Click **JavaScript** (11).

*Result:*

The **Continue** button (12) becomes enabled:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-ultddn71.png)

**Figure 22: Continue Button**

1. Click **Continue** (12).

*Result:*

A button is added (13):

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-etvvw86z.png)

**Figure 23: Added Button**

1. Customize the button (14):
  1. Set the **Label**, for example: “EasySend Link”.
  2. Select an **Icon**.
  3. Verify **Action** is set to **Run JavaScript.**
  4. Click **+ Add library**:

*Result:*

The **Add JavaScript Library** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-ajk0t56b.png)

**Figure 24: Add JavaScript Library** **Window**

1. 
  1. 
    1. Use the search bar and search for “es_openEasySendForm” (15).
    2. Click **Open EasySend Form** (16).
    3. Click **Add** (17).

*Result:*

The **Library** is updated:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-ejcu9dq8.png)

**Figure 25: Button Customization**

1. Set the **Function name** to “openApp”.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1750950559545.png)

**Figure 26: Moving the button**

1. Drag and drop the button (18) to a different location on the bar.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1750950636426.png)

**Figure 27: Save and Publish**

1. Click **Save and Publish** (19) and wait for the process to finish.

## Step 4: Adding an EasySend Sessions Related List

(See **Figure 28** to **Figure 41**)

To add an EasySend button to your App, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-534snens.png)

**Figure 28: Apps**

1. Click **Apps** (1).

*Result:*

The **Apps** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-cwx74vpk.png)

**Figure 29: Apps Screen**

1. Locate the desired App (2).
2. Click its three dots (3).

*Result:*

A new menu appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-axerdx8s.png)

**Figure 30: Edit**

1. Click **Edit** (4).

*Result:*

The following screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-p8lyjzsn.png)

**Figure 31: Contact**

1. Choose the object you want to add the EasySend button to (for example **Contact**).
2. Click the dropdown (5).
3. Click **Contact Form** (6).

*Result:*

The **Contact Form** section appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-m2j5c3wd.png)

**Figure 32: Contact Form**

1. Click the three dots (7) next to **Contact for Interactive experience.**
2. Click **Edit** (8).

*Result:*

The **Form** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-vmtko8rd.png)

**Figure 33: + Component**

1. Click **+ Component** (9).

*Result:*

The **Layout** section appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-i5dqw9vn.png)

**Figure 34: 1-column section**

1. Click **1-column section** (10).

*Result:*

A **New Section** is added (11):

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-uzvz4vns.png)

**Figure 35: New Tab - Grid - Subgrid**

1. Click **Grid** (12).
2. Click **Subgrid** (13).

*Result:*

The **Select subgrid view** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-v32we82g.png)

**Figure 36: Select subgrid view Window**

1. Check the **Show related records checkbox** (14).
2. Under **Table**, select **EasySend Sessions (Regarding)** (15).
3. Under **Default view**, select **All EasySend Sessions** (16).
4. Click **Done** (17).

*Result:*

The **Display options** for the new subgrid appear:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684903536244.png)

**Figure 37: Display Options - Subgrid**

1. Click **Edit View** (18).

*Result:*

The **View** screen appears:

1. On the **Table columns**pane, click to add the following columns:
  1. **Process Name**
  2. **Date Created**
  3. **Session Status**
  4. **EasySend Master RID**
  5. **EasySend Link**
2. Click the **Sort by** dropdown and select **Date Created.**
3. Click **Save and publish**.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684916244706.png)

**Figure 38: View Screen**

1. Return to the Form screen.

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684904244660.png)

**Figure 39: Form Screen**

1. Click **Done** (19).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684932745868.png)

**Figure 40: Label**

1. Edit the **Label** (20), for example: “EasySend Sessions”.
2. Update the **Maximum number of rows** to 10 (21).

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684932852327.png)

**Figure 41: Display Options - New Section**

1. Click the **New Section** (22).
2. Check the **Hide label** checkbox (23).
3. Click **Save** (24) wait for the process to finish.
4. Click **Publish** (25) wait for the process to finish.

### 

## Step 5: Configure EasySend Settings

(See **Figure 41** to **Figure 52**)

To configure EasySend settings, perform the following steps:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-lr47wfuq.png)

**Figure 41: Apps**

1. Click **Apps** (1).

*Result:*

The **Apps** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/easysend-and-dataverse-applications-image-socaxhau.png)

**Figure 42: Apps Screen**

1. Click the desired App (2).

*Result:*

The Main screen of the App appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676537241759.png)

**Figure 43: Main Screen**

1. Click **Settings** (3).

*Result:*

A list of options appear:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676537815125.png)

**Figure 44: Advanced Settings**

1. Click **Advanced** **Settings** (3).

*Result:*

The **Business Management** screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676538002800.png)

**Figure 45:** **Business Management** **Screen**

1. Click **Advanced** **Find** (3).

*Result:*

The **Advanced Find** Window screen appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676538218667.png)

**Figure 46: Advanced Find**

1. Under **Look for** select **EasySend Settings** (6).
2. Click **Results** (7).

*Result:*

The **New EasySend Settings** button (8) appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676538287502.png)

**Figure 47: New EasySend Settings**

1. Click **New EasySend Settings** (6).

*Result:*

The **New EasySend Settings** window appears:

![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1676538331868.png)

**Figure 48: Settings**

1. Configure the settings (9):
  1. Name, for example: “Config”.
  2. EasySend URL (required) - your EasySend platform’s player URL. The URL can be found after deploying and previewing a digital process using your EasySend's environment.  ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684849797616.png) **Figure 49: EasySend Platform's Player URL**
  3. APIKey (required) - your EasySend API key (provided by the EasySend team).
  4. Customer Id (required) - your EasySend customer Id. The customer Id can be found in your EasySend's environment. ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684850508518.png) **Figure 50**: **Customer Id**
  5. Fields - the information to input here will be the names of different Dynamics 365 fields that hold relevant values:
    1. Email field - the Dynamics 365 field name that populates the Email information.
    2. Phone field - the Dynamics 365  field name that populates the Phone # information.
    3. Default Process Field - the Dynamics 365 field name that populates a process Id information. The process will be displayed first by default when the process list is presented to users. The process Id can be found after deploying and previewing a digital process using your EasySend's environment.  ![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684901822806.png) **Figure 51: Process Id**
    4. Business group field - contains the business group identifier. Digital process can be initiated from a specific business group.![](https://cdn.document360.io/45e1a1b1-1964-46f1-939e-f40bde9b50fa/Images/Documentation/image-1684901897753.png) **Figure 52**: **Business Groups**
  6. Default Role - set a default role for co-browsing.
  7. EasySend Process List - used to define which processes will be displayed on the process dropdown list according to process Ids. Process Ids are separated by a comma.
  8. Show All Processes:
    1. When checked - displays all available processes.
    2. When not checked - displays only the defined default process.
  9. Hide customer link:
    1. When checked - hides the customer link when a digital process is initiated.
    2. When not checked - displays the customer link when a digital process is initiated.
2. Click **Save & Close** (10).