Install WalkMe for Sharepoint

The snippet code is available from the WalkMe Editor. Learn how to install the editor. 

1. Click the Settings icon in the editor to open System settings
   
   
2. Go to the Snippet tab
   
3. Select the correct environment from the dropdown (Test/Production)
   • Each environment has a slightly different snippet code
   • If you have a test/sandbox/staging site, select the Test snippet
   • If you would like the snippet for publishing to your end-users, select the Production snippet
     
     Note

     The snippet environment will automatically select the environment open in the editor.

4. Click Copy Code to copy the snippet
   
   

1. Log in to SharePoint 2013 with a user who has Administrator permissions
2. Click on the settings button, then click on Site Settings 
3. Under Look and Feel, click Master Page
4. View the master pages that you are using in the SharePoint environment and save the information for the next step. In this example below, the default page is Oslo

1. Open SharePoint Designer 2013 (Installed locally on your computer)
2. Select Sites then click Open Site 
3. In the Open Site window, select the web application for WalkMe and click Open. Make sure that you see the URL of the application in the Site name field before you click Open
4. Log in to SharePoint Designer with a user who has Administrator permissions
5. In the left navigation bar, select Master Pages
6. Right-click the master page that you identified in the previous procedure and select Check Out. Then click Edit File in Advanced Mode 
7. Add WalkMe snippet code to the page under the HTML tag 
8. Click the Save button and close the page. If a popup window asks you to confirm, click Yes
9. Right click the master page file again and select Check In.

This completes the Walkme setup. Go to your SharePoint website to see the WalkMe widget. You can now use the WalkMe editor to create and publish Walk-Thrus that will show up on your Dynamic CRM