Add User-Defined Links

You can use the Open URL functionality to configure external links and add those links into objects.

Here's how to do it:

1. Ensure that you're working in an active sandbox.

2. Sign in as a sales administrator or a setup user.

3. Click Navigator > Configuration > Application Composer.

4. In the Common Setup menu, or on the Overview page, click Productivity Applications Setup and then click CX Cloud Microsoft 365.

5. Expand the feature where you want to add the link. For example, expand the Accounts feature.

6. Expand the Detail view.

7. Click the Duplicate icon to create a layout that you can configure.

8. Enter the name of the layout and click OK.

9. Go to the Action and Links region.

10. Drag and drop the Open Custom URL link from the Available Links section to the Action and Links section.

11. On the Custom URL Properties page, enter the link name and URL.

12. Click Save. The URL is now available in this region.

13. Activate the layout that you created by publishing the sandbox.