Data2CRM User Manual
Contents
1. File Home Sign Out New New Import Advanced Activity Record Data Find New Tools v Settings ala al Solutions All Solutions v rch for records p 4 Business d Business Management amp New X Delete p Import A Export 2 Import Translations Export Translations IS Publish All Customizations 8 Get Solutions from Marketplace g Uai More Actions v ES Product Catalog i ame isplay Name ersion nstalled On Y ckage Type isher escription N Display N v Installed On v Package Type Publish Descript 2 4 Svstem 1 08 crMinnovationan CRM Innovation Auto Nu 1 0 0 3 10 12 2011 Managed CRMI AutoNumber Product U Workplace EE Sales Marketing a 1 10f1 0 selected KH lt Pagel b AII A B D E F G H I J K L M N O P Q R S T U v W x Y z Figure 6 Publish All Customizations Press F5 key or click on the browser Refresh button to refresh the CRM sitemap AutoNumber License Installation Login with a CRM administrator user account and in Microsoft Dynamics CRM 2011 go to Settings area from navigation pane and click on CRMI License Details and click on New button AutoNumber CRM 2011 Online Installation Manual October 4 2011 d Microsoft Dynamics CRM CRMI License Details View Charts Add Customize 9 yglActivate Ha Copya Link G ml EN 0 Ardea d gt ke E 5 a ira E mail a Link De ag Deactivate Y Filter New2. XX CRM Innovation CRM 2011 Online AutoNumber Installation Manual V1 1 AutoNumber Managed Solution Code V1 0 0 3 CRM Innovation LLC 8527 Bluejacket Street Lenexa KS 66214 913 492 2764 CRMInnovation com mailto crminfo crminnovation com AutoNumber CRM 2011 Online Installation Manual October 4 2011 Contents Solution AA RR RE RR 3 AutoNumber License InstallatiOn naa aa eaa aan a aa nannaa naa a eaa eaa aa aa aa ana aa aan nn uuuaaaaaaaaaa 5 AutoNumber Configuration an ESEE A E 7 EUY ROE ae A E HIIOEN SOPIEN 9 CUO E NESS lenta 10 Uninstalling the Solutionsissa A EEE E 10 AutoNumber CRM 2011 Online Installation Manual October 4 2011 Solution File Installation Login with a CRM administrator user account and in Microsoft Dynamics CRM 2011 go to the Settings area from navigation pane and click on Solutions under the Customization group and click on the Import button dd Microsoft Dynamics CRM Jerry Weinstock newcrminnovation15 File Home Sign Out Ai P New New Import Advanced Activity Record Data Find New Tools v Settings R ae versi nena 7 Solutions All Solutions Searchforrecors amp 4 Auditing 4 Customization amp New X Delete EF Import JA Export A Import Translations Export Translations JA Publish All Customizations amp cet Solutions from Marketplace Lutas _ Moses Name Dis
3. Edit Run Start Run Import Advanced x Delete Workflow Dialog Report Data Find Records Collaborate Process CRMI License Details Active CRMI License Details v Pe Product Customer CRMVersion Server Organization o No CRMI License Detail records are available in this view HEY BUY MAIA 07 D19Y HYI A 0 0 of 0 0 selected K 4 Pagel gt M Se TTA B E D E TE GHE TE COMON O P O RS T UN EM ek I 2 Figure 7 Create New CRM License Details In the CRMI license details record click on the Browse button select the license file and then click on the Save button after the data is pulled into the screen Note Microsoft Silverlight is used for this form i Ail Microsoft Dynamics CRM Jeary Weinstock File CRMI License Detail Add Customize newcrminnovation15 A Fe Save amp New j J Sharing 1 e XK Delete F Copy a Link D t Save Save amp Run Start Run Close 6 E maila Link Workflow Dialog Report Save Collaborate Process Data Information CRMI License Detail CRMI License Det General New Notes Upload License File Ta CRM Details Audit History Organization newcrminnovation15 Server crm 4 Processes amp Workflows CRM Version fs Esll Dialog Sessions miu Pasi License Details Customer Product Maintenance Start Date License Start Date License Type User License License ID 275E1870 0CF5 E011 807A 003048C2D
4. C7 Special Case No C Yes License Key ourgIPWro08HSIfCZrw MXapMK6NIC u GGIlunHLWyxYxrdxh5w9EF019NuBI192AsET2X2XHY SbBBKhP7ydasB37 MA Expiration Details License End Date Hw Maintenance End E date License Start Date 2011 08 25T00 00 00 05 00 License End Date 2021 08 22T00 00 00 05 00 Plain Plain Maintenance Start 2011 08 25T00 00 00 05 00 Maintenance End 2012 08 24T00 00 00 05 00 Date Plain Date Plain v Status Active Figure 8 CRM License Details O 2011 CRM Innovation LLC All Rights Reserved AutoNumber CRM 2011 Online Installation Manual October 4 2011 AutoNumber Configuration In Microsoft Dynamics CRM 2011 go to Settings area from navigation pane and click on CRMI License Details and click on New button Ail Microsoft Dynamics CRM Jerry Weinstock File CRMI Auto Number Add Customize newcrminnovation15 A i Save amp New j Sharing E age Deactivate Pr Copy a Link e Save Save amp 5 Run Start Run Close X Delete va E mailalink Workflow Dialog Report Save Collaborate Process Data Information A CRMI Auto Number RMI Auto Number v 4 Fax Sub Category e Configuration Name Created By iman Fax Sub Category Jerry Weinstock 3 Audit History Entity and Attribute Information 4 Processes Z amp Workflows Tr 3 Dialog Sessions i Auto Numbering Format Prefix I Use Delimeter Date Position Suffix Use System Dat
5. e Reset Auto Number Counter Day Yv Pad Auto Number Length __ Date Separator _ Next Auto Number 2 vi i Use Entity Fields Value in Auto Number Entity Field 1 Entity Field 2 Entity Field 3 Field Position Field Position Field Position Auto Number Preview Preview Auto Number Length Status Active Figure 9 CRM AutoNumber Enter AutoNumber configuration as per required Entity and Attribute Information 1 In Entity Name field select entity for which the AutoNumber is to be configured 2 In Attribute Field select attribute of the entity AutoNumbering Format 1 In Prefix field enter AutoNumber prefix value if required 2 In Suffix Field enter AutoNumber suffix value if required 3 In Pad AutoNumber length field enter AutoNumber auto incremented field length 4 In Use Delimiter list choose the required AutoNumber values separator AutoNumber CRM 2011 Online Installation Manual 5 In Use System Date field selection to use the current date in the AutoNumber value 6 In Date Separator list choose the date format separator 7 In Date Position list choose the AutoNumber date value position 8 In Reset AutoNumber Counter Day field if using System Date in AutoNumber then can choose this option to Reset AutoNumber iincrement automatically at the end of the day 9 In Next AutoNumber field specify the increment initial value of AutoNumber seguence Use Entity Field
6. inistration iv Data Management Ei System Jobs sua Document Management a Lo Walage newcrminnovation15 A Auditing Customer Service Representative newcrminnovation15 Armen 7 Delegate newcrminnovationl5 Ea Customizations Marketing Manager newcrminnovation15 ar Solutions Marketing Professional newcrminnovation15 Si Dynamics Marketplace Sales Manager newcrminnovation15 4 Process Center Salesperson newcrminnovationls Processes Schedule Manager newcrminnovation15 d Extensions Scheduler newcrminnovation15 te CRMI Auto Number a System Administrator newcrminnovation15 CRMILicense Details System Customizer newcrminnovation15 Vice President of Marketing newcrminnovation15 vd Workplace Vice President of Sales newcrminnovation15 RE Sales E Marketing df Service 1 16 of 16 2 selected H 4 Pagel b All A B C D E i i Y Z AutoNumber CRM 2011 Online Installation Manual Custom Entities If you create a custom entity or add custom attributes after you install the Solution they will automatically be available in the AutoNumber Record form to use with the application once you have published the new entity or attribute Uninstalling the Solution To uninstall the solution do the following 1 Delete all CRMI Auto Number records 2 Delete the CRM License Details record 3 Delete the CRMInnovationAN Solution
7. play Name Version Installed On Package Type Publisher Description e 4 Process Center pk Processes f 4 Extensions i CRMI Auto Ndmber i gt CRMILicense Details v 4 Workplace EB Sales v D 0 0 of 0 0 selected K 4 Pagel b All A B E D E F G H I J K L M N oO P Q R S LI U Vv W x Y E Figure 1 Import Solution In Import Solutions wizard page click on the browse button and select CRMI AutoNumber 2011 managed 1 x x x x solution package file and click on the Next button Select Solution Package 6 Help Select the compressed zip or cab file that contains the solution you want to import and click Next Figure 2 Select Solution Package Wizard Page AutoNumber CRM 2011 Online Installation Manual October 4 2011 In the Solution Information wizard page click on Next button http localhost 5555 Import Solution Windows Internet Explorer Solution Information i Help Solution Information Mame CRMInnovation AN Publisher CRMI crmi Package Type Managed View solution package details Figure 3 Solution Information Wizard Page In Import Options wizard web page check option Activate any processes and enable any SDK message processing steps included solution Click the Next button and then click on Close button If you miss this step it will be necessary to redo the import of the Solution Import Options 6 Help cance Figure 4 Import Options Wiza
8. rd Page AutoNumber CRM 2011 Online Installation Manual October 4 2011 After the Solution has been successfully imported the following screen is displayed At this point click on Close Importing Solution i The import of solution CRM Innovation Auto Number Addon completed successfully Date Time 19 13 23 66 1913 23 62 19 13 23 57 19 15 23 54 19 13 23 49 19 13 21 85 19 13 12 10 19 13 11 90 sl 19 13 11 20 19 13 11 04 19 13 11 00 000 Type SDK Message Pr SDK Message PT SDK Message Pr SDK Message Pr SDK Message Pr Dependencies Security Role Security Role Client Extensions SDK Message Pr SDK Message Pr Display Name CrmInnovation CrmInnovation CrmInnovation CrmInnovation CrmlInnovation CRMI AutoNum CRMI AutoNum Site Map Crminnovation Crminnovation CrmiInnovation CrmiInnovation CrmInnovation CrmInnovation CrmInnovation CRMI AutoMum CRMI AutoNum Crminnovation KL KL ED KD KD RD EU KU KU RW RE pi Crmlnnovation Download Log File 6 Help Description Security roli Security rol XML data u Figure 5 Import Solution Wizard Page Go to Settings area from navigation pane click on Solutions menu item under Customization group and click on Publish All Customizations button 4M Microsoft Dynamics CRM Jerry Weinstock newcrminnovation15
9. s Value in AutoNumbering 10 In Entity Field 1 field choose entity attribute field value to be used in the AutoNumber 11 In Field Position choose the entity field 1 attribute value position in the AutoNumber 12 In Entity Field 2 field choose entity attribute field value to be used in the AutoNumber 13 In Field Position choose the entity field 2 attribute value position in the AutoNumber 14 In Entity Field 3 field choose entity attribute field value to be used in the AutoNumber 15 In Field Position choose the entity field 3 attribute value position in the AutoNumber AutoNumber CRM 2011 Online Installation Manual October 4 2011 Security Roles The solution automatically creates two custom security roles CRMI AutoNumber Entity Reader Minimal Reguired Role for AN all users must have this role added to their profile if they are going to be creating any CRM records that use Auto Numbers CRMI AutoNumber Generator Admin User any user that needs to be able to create edit delete a CRMI Auto Number record must have this role If the user is already a CRM Administrator they already have all the necessary priveleges di Microsoft Dynamics CRM Jerry Weinstock 7 003 newcrminnovation15 x E 2 E Te New New Import Advanced Activity Record Data Find New Tools Settings ala 4 Business 11 Business Management E Templates ga Product Catalog 4 System Adm
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