Word-Interface for Microsoft Dynamics CRM 2011
Contents
1. The third point of this window is a detailed Features description of new features and bugfixes of the Automatic key allocation Format tag for String variables previous version Bugfixes Double nested tags in tables are not filled Now you may decide whether you want to directly install the new version or download the solution and install it manually at a later time The Install button directly imports the new version You can use it shortly afterwards Updating By clicking the Download button you can download the latest version as a zip file Just in case the update should not be carried out the routine can be stopped by the Cancel button The installation of the update is now completed Seite 22 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com Installation and configuration manual Word Interface version 5 3 0 18 10 2013 DONAUBAUER AKTIENGESELLSCHAFT 3 Uninstalling the Word interface In order to deactivate the interface please proceed as follows Just as for installing the Word interface go to Setting in the sitemap in the navigation area of your Microsoft Dynamics CRM Systems open the Solution entity in the left application area and double click on the ermwordinterface solution Within the menu item CRM Customization in front of the displayed entity name yo2. Word Interface for Microsoft Dynamics CRM 2011 Installation and configuration manual CRM Word Interface for MS CRM 2011 Interface version 5 3 0 Document version 5 3 DONAUBAUER AKTIENGESELLSCHAFT Content 1 Be TAG EEE A EEE EEEESE PS LEERE 3 2 ASTA AULA se canon een ae ieh einen een 4 2l IRCOUICMEING sre E S 4 2 2 Installation guidelines cece ccecceeecceeeceeeeee cece eesaeeeseeeseueesaeeseeeseueesaeesaueesaeeeseeeseneeseeeeaes 5 2 2 1 Importing the solution cece ceeccceccceeeceeeceeeceecceccceeccseecaueceecscecseeceeesaeenseesseeseeeneeenseenes 5 2 2 2 Automatic license request u2uuu22s000000nnn nenn nenn nenn nenn nenn nenn nenn nenn nenn nenn nenn nnnn nenn nenn nenn nennen 9 2 2 3 Request a license without internet CONNECTION uu 4u0440044n nennen nennen nennen nennen 11 2 2 4 Configuration of the interface u 2220022200020n0 nenne nnnnnennnne nenne nenne nenne nenne nenn nnennennnnn 12 225 UAC SeMINGS MEn E ee ee 14 220 BUIKGLIEIB JOD ee een ern eee eee 15 2 2 TNE Configuration enllY cersene een euere 17 2 2 8 The Wordvorlagen entity 2 0022022002200200nn0 nen nnnnnnennnnnnennn nme nnnnnnennnnnnennnenne nennen 17 2 2 9 Importing Demo Word templates 2u024400240000n00nnne nenn nenn nenne nenn nenn nenne nenn nnnenennn 18 2 2 10 CRM Ofline F nktiionaltal nee en ee ee eier EE 20 2 3 New update of the Wor
3. Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 2 2 Automatic license request Now you need the respective license key for your interface Open the imported solution by double clicking on int The following window appears Solution Word Schnittstelle F 3 Information Solution Word Schnittstelle Installed Version 5 3 0 3 Information er DO N AU B AU E R Current Version 5 3 0 J Configuration AKTIENGESELLSCHAFT 1 Components Common gt A Entities H Option Sets CRM Customization S Client Extensions la Web Resources EE im Processes Documentation gt 3 Plug in Assemblies Sdk Message Processing S amp Service Endpoints inn Dashboards E Reports Bs Connection Roles Qj Article Templates 3 Contract Templates 3 E mail Templates ir Mail Merge Templates amp Security Roles amp Field Security Profiles CRM Word Schnittstelle Status Existing First click on the License button and then click on Request License Now please follow the instructions of the pop up window Solution Word Schnittstelle F 3 Information Solution Word Schnittstelle BF Information a ial hh SS equest Import Update About 2 Configuration Licence Licence HE Components Licence Common gt ee u anc i l Option Sets E i i ee CRM Customization Licencing E
4. Donaubauer AG with the entities Word Templates Configuration and EventLogs Settings th G Solutions All Solutions 7 i 2 ae en gf New x Delete ES Import 43 Export A Import Translations B Export Translations ld Publish All Customizations ay Get Solutions from Marketplace More Actions Ua Business Management Name Display Name Version Installed On Package Typ Publisher Description ZI Templates L cwicustomizations CRM Word Interface Cust 5 0 0 10 2 2013 Unmanaged CRM Word Interface Customization P ES Product Catalog 4 System l Administration g Data Management F3 System Jobs M Document Management A Auditing 4 Customization F Customizations Solutions D Dynamics Marketplace 4 Process Center u Processes 4 Donaubauer AG i Configuration E EventLogs w Word Templates O crmwordinterface Word Schnittstelle 5 3 0 10 2 2013 Managed Donaubauer AG Word Schnittstelle f r Microsoft Dynamics CRM 2011 Workplace Sales Marketing Service lt 1 2 of 2 0 selected Resource Center All A Settings All entites which you selected to work with the Word interface are listed in this solution Solution CRM Word Interface Customization Solution Fa 3 Information Solution CRM Word Interface Cu Component Type All y gf Information n E a0 aa New Add Existing x Delete mx Remove Publish ma Show Dependencies p Add Required Components BO a er AT Mana
5. Explorers initial size The Annotation is Width Height Values are in Pixel The default value is 400 390 Log Level The Log Level controlls the types of messages being logged Messages will be written to the eventlog entity The possible options are Off No messages are logged Error Only error messages are logged Warning Error and warning messages are logged Information All messages are logged Tracing Level Tracing is used to gather detailed information for debugging purposes The Tracing level setting specifies the level of detail A higher value produces more tracing information Tracing Categories The Tracing Categories setting specifies a number of categories to focus on The value is calculated by adding up the values of all selected categories Following categories are available Timing 1 Parameters 2 Results 4 Variables 8 Controllflow 16 Licence 32 and Other 64 Template Explorer Size This setting controls the Template Explorers initial size The Annotation is Width Height Values are in Pixel The default value is 400 390 Entries in these fields are saved automatically when closing this window Seite 14 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 2 6 Bulkdelete Job The Settings menu item contains the button Create Bulkdelete Job dP Instal
6. US Open Pe eS i this solution Import Solution Windows Internet Explorer El el FS Select Solution Package Help The solution will be displayed in the data field You Select the compressed zip or cab file that contains the solution you want to import and click Next i a may now confirm this and the following windows by clicking on the Next button R10 4 Import Solution Windows Internet Explorer lolx Import Solution Windows Internet Explorer ioj xi Solution Information Help Solution Information Help Solution Information Name Word Schnittstelle Publisher Donaubauer AG donaubauer Package Type Managed View solution package details tose Uploading R10 4 100 4 Seite 6 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com Import Solution Windows Internet Explorer Import Options Post Import Actions V Activate any processes and enable any SDK message processing steps included in the solution Biel x Help R10 4 Import Customizations Webpage Dialog he Importing customizations Please wait for the operation to complete http Ke Local intranet Protected Mode OFF gt Import Solution Windows Internet Explorer Importing Solution A The import of solution Word Schnittstelle completed with warning Da
7. a Sollten Sie mit den Bedingungen dieses Vertrages oder Teilen hiervon nicht einverstanden sein dann brechen Sie die Installation hier ab und geben die Software dem H ndler zur ck der Ihnen den Kaufpreis gem seinen Gesch ftsbedingungen zur ck erstatten wird 1 Software Lizenz Die dieser Lizenzvereinbarung beigef gte Software darf nur verwendet werden wenn Sie ber eine g ltige Lizenz f r dieses Produkt verf gen Die Word Schnittstelle f r Microsoft Dynamics CRM 2011 ist Eigentum der Firma Donaubauer Aktiengesellschaft und ist urheberrechtlich gesch tzt Der Kunde erwirbt mit dem Kauf der Lizenz das Recht diese Software zu nutzen Er erwirbt keinerlei Rechte an der Software selbst oder an der Donaubauer Aktiengesellschaft Es ist nicht gestattet Kennzeichnungen des Produktes zu entfernen oder zu modifizieren sowie die Software Ich stimme den Bedingungen dieses Vertrages zu After importing the solution the fields of the license information were filled automatically with the current data of your license key a AM Installed Version F a t Version Import Update About DONAU BAUER een Licence Licence AKTIENGESELLSCHAFT Licence Common Licence CRM Customization rh Licencing Settings Documentation Licenceinfo Licencekey Organization Name Schnittstellen Dokumentation Englisch PFdvcmRJbnRicmZhY2U PG9yZ25hbWU U2Nobmi0dHNOZWxsZW4gRGSrdW 1lbnRh dGlvbiAoRWS5nbGizY2gpPC9vemduYW1IPjxvemdhbmi6Y
8. column the installation has been completed successfully and error free You may now conclude the process by clicking on the Close button The here displayed screenshot shows a warning message resulting from the following problem the interface is available both in German and in English The CRM however is only available in German Therefore this warning message can be ignored Seite 7 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT An entry named crmwordinterface Display Name Word Interface appears in the CRM system in the Solutions entity Settings Gh R 4 Business Oa Business Management g Templates ES Product Catalog 4 System i Administration g Data Management Fa System Jobs a Document Management A Auditing 4 Customization Ea Customizations rey Dynamics Marketplace 4 Process Center on Processes Workplace Sales Marketing Service Settings Resource Center lg New X Delete pf Import A Export Solutions All Solutions 7 Search for records ZI Import Translations _ Export Translations amp Publish All Customizations Get Solutions from Marketplace More Actions Version Installed On w Hl Name Display Name Package Typ Publisher Description 1 1of1 1 selected M 4 Pagei gt All A Seite 8 von 25 Donaubauer
9. x DONAU BAU ER Current Version Request Import Update About Licence Licence AKTIENGESELLSCHAFT Licence Common mies 4 Licencing n H Client Extensions Web Resources en Licenceinfo Licencekey Processes gt Plug in Assemblies Organization Name PFdvemRJbnRicmZhY2U PG9yZ25hbWU U2Nobmi0d Sdk Message Processing S u HNOZWXxSZW49RGITdW1lbnRhdGNDIAORWENbGIzZY2g amp Service Endpoints Organization Id pPC9vemduYW1lPjxvemdhbmi6YXRpb25pZD4yYjYwO GQ1ZS1l0OGMyLWUYMTELOTIKOSOWMDEINWOAWIMD FiMjY8L29yZ2FuaXphdGlvbmlkPjx2ZXJzaWw SuPjUuMy4 wPC92ZXJzaWw9uPp0eXBiIPkVudGVycHJpc2USL3R5cG Dashboards Version Reports Licenc Connection Roles cei E article Templates Expirationdate 8 Contract Templates 3 E mail Templates L Mail Merge Templates Licencestatus Security Roles G Field Security Profiles Licence valid Seite 10 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com Installation and configuration manual Word Interface version 5 3 0 18 10 2013 DONAUBAUER AKTIENGESELLSCHAFT After the successful import of the license key the according information will be displayed 2 2 3 Request a license without internet connection If the CRM server cannot connect to the internet the following window will appear after clicking on the Request License button In this case please send us the di
10. Client Extensions Web Resources Settings Seite 9 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Licence Request Licence Request To continue you must accept the terms of this agreement You will then receive a 30 day DEMO license or your full license An email adress is required for the automatic Your E Mail address license request Additionally you must accept the lt Wordinterface gt terms of this agreement lt orgname gt Schnittstellen Dokumentation Englisch lt orgname gt lt organizationid gt 2b608d5e e8c2 e211 97d9 00155d001b26 lt organizationid gt lt version gt 5 3 0 lt version gt lt expirationdate gt 2013 11 01 lt expirationdate gt lt type gt Enterprise lt type gt lt Wordinterface gt Bitte lesen Sie vor Installation der Software namens Word Schnittstelle f r Microsoft Dynamics CRM 2011 diese Lizenzbedingungen aufmerksam durch Dieser Endbenutzer Lizenzvertrag kurz EULA End User License Agreement ist ein rechtsg ltiger Vertrag zwischen Ihnen entweder als nat rlicher oder juristischer Person und der Donaubauer Aktiengesellschaft f r das Ihnen gelieferte und im vorab genannte Software Produkt Durch die Installation und Verwendung dieser Software erkl ren Sie sich mit den Bedingungen dieses Vertrages einverstanden Sollten Sie mit den Beding
11. O OO OO O O 0O 0 0 Connection Logicalname account customeraddress appointment kbarticle campaign campaignactivity campaignresponse incident competitor donau_configuration connection Description Business that represents a customer o Address and shipping information Use Commitment representing a time inter Structured content that is part of the k Container for campaign activities and r Task performed or to be performed b Response from an existing or a potenti Service request case associated with Business competing for the sale repre Configuration Settings for Donaubauer Relationship between two entities When the import was carried out successfully click on the Close button The demo template can be found in the Active Word templates view Settings th B Word Templates Active Word Templates 7 Description Besitzer Silke Schr ber 0O Entity amp Name a Upload as C account Oo quote 4 Business a Business Management Demo Template Account Note g Templates ig Product Catalog 4 System amp Administration g Data Management F System Jobs Fey Document Management Auditing 4 Customization Eg Customizations 3 Solutions A Dynamics Marketplace 4 Process Center Demo Template Quote Note Silke Schr ber T Processes 4 Donaubauer AG m Configuration EventLogs Seite 18 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dah
12. Resource Center All A All current solutions of your CRM system are displayed here Now click on the Import button in the toolbar Settings ts B i Solutions All Solutions v Search for records p 4 Business Sa Business Management 3 New gt Delete EG Import A Export A Import Translations 8 Export Translations l Publish All Customizations ay Get Solutions from Marketplace More Actions v g Templates Name Display Name Version Installed On Package Type Publisher Description 2 ig Product Catalog 4 System Z Administration g Data Management F3 System Jobs a Document Management A Auditing 4 Customization E Customizations 3 Solutions Dynamics Marketplace eae etree anne BEE ernest IE NIE Oe 4 Process Center 2 Processes j Workplace ES Sales 5 Marketing v GB Service lt gt Settings 0 0 of 0 0 selected ij Resource Center a lt 6 ok 4 om oe Oh e i oe a Seite 5 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT The following window opens up Import Solution Windows Internet Explorer el E3 Select Solution Package Help Use the Browse button and select the storage Select the compressed zip or cab file that contains the solution you want to import and click Next location of the solution you received from
13. XRob25pZD4yYjYwOGQ1ZS Organization Id 2b608d5e e6c2 6211 9 09 001550001 41OGMyLWUyMTEtOTdkOSOWMDE 1NWQwMDFIiMjY8L29yZ2FuaXphdGlvbmikPjx2ZX Jzaw9uPjUuMy4wPC92ZXJzaw SuPjxdeXBiPkVudGVycHJpc2U8L3R5cGU Version 5 3 0 Licencetype Enterprise Expirationdate 2 2 4 Configuration of the interface All entities used to create Word documents need to be configured according to their features Within the menu item CRM Customization in front of the displayed entity name you will find a box All entities used to create Word documents with the Word Interface are selected by ticking the respective box Complete the process by clicking on the Save button Seite 12 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Installed Version Current Version 3 M Import Update About demo templates CRM Customization Common Licence Gunsten S Customizations DONAUBAUER Settings Documentation v 0 0O 0 0 0 0 0 O 0 0 0 v 0 0 0 0 0 m v 0 Logicalname Document Location E Mail Attachment E mail EventLog Fax Goal Lead Letter Marketing List Opportunity Opportunity Product Order Product Importing Customizations Description Agreement to provide customer service during a specified Line item in a contract that specifies the type of service a P
14. cient Of course every Office version of Microsoft Office 2000 and Windows 2000 or higher possibly with the corresponding Compability Pack is suitable The document format docx which is provided from Microsoft Office Word 2007 on is used to singularly create Word templates Seite 4 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 2 Installation guidelines 2 2 1 Importing the solution You received a solution from us In the sitemap of the navigation area of your Microsoft Dynamics CRM 2011 system go to Settings and activate the entity Solutions in the left application area Settings A l 3 Solutions All Solutions v Search for records p 4 Business Wa Business Management 3 New x Delete ee Import JA Export A Import Translations B Export Translations I Publish All Customizations at Get Solutions from Marketplace More Actions v jue Templates E4 Product Catalog 4 System Administration g Data Management F3 System Jobs a Document Management A Auditing Name Display Name Version Installed On Package Type Publisher Description 4 Customization F Customizations CoN Dynamics Marketplace lo Solution records are available in this vier 4 Process Center 3 Processes is Workplace EE Sales Marketing B Service 5 Settings 0 0 of 0 0 selected Sy
15. d interface for Microsoft Dynamics CRM 2u0222002s sen 21 3 Uninstalling The Word interface ai 23 Seite 2 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 1 Preface Thank you for choosing our Word interface for Microsoft Dynamics CRM Now you have the option to easily export your CRM information into predefined Word templates Your correspondence will be unified and optimized in terms of time The CRM Word interface is an addon for Microsoft Dynamics CRM 2011 In the following pages you will find detailed instructions on installing and configuration details Seite 3 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 Installation 2 1 Requirements A Microsoft Dynamics CRM 2011 system must be installed on your server In order to install our Word interface for Microsoft Dynamics CRM you must have the System Adminstrator security role To use the Word Interface for Microsoft Dynamics CRM your local pc needs to install a program which can display documents created with Word 2007 or higher A free Word viewer and the corresponding Microsoft Office Compability Pack for file formats for Word Excel and PowerPoint or installing an OpenOffice org is suffi
16. es back into Create Bulkdelete Job Installed Version S M Create Update About Bulkdelete Job DONAU BAU ER Current Version Common Settings Licence g CRM Customization gt lt Settings Settings This completes all preparatory work for deleting the solution Subsequently select the solutions cwicustomizations and crmwordinterface one by one in the Solutions entity and remove them with the Delete button in the toolbar Seite 23 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Settings th GR Solutions All Solutions 7 Search for records 3F New ee Import TA Export A Import Translations B Export Translations ia Publish All Customizations a Get Solutions from Marketplace More Actions v Wa Business Management 2 Name Display Name Version Installed On w Package Typ Publisher Description je Templates C cwicustomizations CRM Word Interface Cust 5 0 0 10 1 2013 Unmanaged CRM Word Interface Customization P Ka LS Product Catalog crmwordinterface Word Schnittstelle 5 3 0 10 1 2013 Managed Donaubauer AG Word Schnittstelle f r Microsoft Dynamics CRM 2011 4 System l Administration 4 Business g Data Management Ey System Jobs M Document Manageme Auditing 4 Customization Customizations Solutions rey Dynamics Marketplace A correct
17. ged Properties B5 Option Sets a Display Name a Name Type State Customizable Descriptic Client Extensions OSa Contact contact Entity Managed True Person with e sale O Invoice invoice Entity Managed True Order that hi 2 Processes B 2 r f J gt Are Re g S O lE Quote quote Entity Managed True Formal offer amp Service Endpoints AF Dashboards E Reports o Connection Roles E Article Templates 0 Contract Templates E mail Templates Order salesorder Entity Managed True Quote that h i Mail Merge Templates amp Security Roles 3 Field Security Profiles Seite 16 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com 2 2 The Configuration entity The Configuration entity contains certain items Here you can see your current license key Save amp New Sharing ll bey Gone tne CAM eactivate opy a Link Save Save amp Run Start Run Close Delete ir E maila Link Workflow Dialog Report Save Collaborate Process Data amp Configuration LicenceKey 4 General Name LicenceKey Data Data Type Multiple Lines of text DONAUBAUER AKTIENGESELLSCHAFT Configuration CRM Word Interface Value Multiple Lines PFdvcmRJbnRicmZhY2U PGSyZ25hoWU U2Nodmi0dHNOZWxsZW4gRG9rdW LibnRhdGivbiAoRW5nbGiz 2gpPC9vcmduYW1IPjxvcmdhbmi6YXRpb25pZD4y jYwOGQ1ZS1 of Text OGMyLWUyMTEtOTdkOSOwMDELNWQwM DFIM
18. ins settings options for the interface analysis and display Installed Version 5 3 0 x is hh Current Version 530 hth A PER DONAUBAUER Bulkdelete Job AKTIENGESELLSCHAFT Settings Common Licence CRM Customization rN Settings Documentation Logging Log Level informat on v The Log Level setting controlls the types of messages being logged Messages will be written to the eventiog entity The possible options are Off No messages are logged Error Only error messages are logged Warina Frar ani waminn meccanes are innne Trading Tracing Level fs Tracing is used to gather detailed information for debugging purposses The Tracing Level setting specifies the level of detail A higher value produces more tracing information Tracing Categories x27 The Tracing Categories setting specifies a number of categories to focus on The value is calculated by adding up the values of all selected categories Following categories are available Timing 1 Parameters 2 Results 4 Variables 8 Controlifiow 16 Licence 32 and Other 64 Document Settings Remove Tags This Option determins if the CRM Word Interface removes the RichText Controlls used in the template This enables application that do not support this feature to display the document Leaving the controlls in the document will enable further processing based on those controlls TemplateExplorer Settings TemplateExolorer size 00 50 This setting controlls the Template
19. jY8L29yZ2 FuaXphdGlvbm lkPjx2ZXJzaW 9uPjUuMy4wPC92ZXIJzaw SuPjxdeXBlPkVudGVycHJpc2U8L3R5cGU PFNpZ25hdHVy PmFQQUIITWIZQOSNVXANTUZQO9GODZHTKXTYWMOWTNuQ3 pDaGcwY0EZTDBLGMUOSS pNVXIIOEZ4azIwS 1 lpBdzZMeklxVFU4ANDJjYnVXdFMvbFnoTaNpclBiyUSwaWhoQkst QOJ1QZzNscGVKN24vMTAxM mdpODAxa2ZiaTBIMGJLaTU 1 bm 850EY5SEJ MVnpXNDBjVHpIN3 BIZStic2ISUJUNMWhnUki4 Myt3 TOUWUKRmWUxRRGpidiSLWFISUESNWnRwN2pr ee laa a nn eUZZRUJjVTJEdGXUMI as well as your settings determined in the Settings menu item Settings ag Configuration All Donaubauer AG Configurations 7 Application Name a CRM Word Interface LicenceKey 4 Business Wa Business Management E Templates CRM Word Interface LogLevel EJ Product Catalog CRM Word Interface RemoveTags 4 System CRM Word Interface templateexplorersize El Administration CRM Word Interface TracingCategories g Data Management CRM Word Interface TracingLevel Fa System Jobs a Document Management Auditing 4 Customization Customizations 3 Solutions rey Dynamics Marketplace 4 Process Center Processes 4 Donaubauer AG 2R Configuration E EventLogs w Word Templates Workplace Sales Marketing Service Settings 1 6 of 6 0 selected Resource Center All s A 2 2 8 The Word Templates entity Search for records PFdvemR bnRicmZhY2U PG9yZ25hbWU U2NobmIOdHN the CRM Word interface application is shown The current license key is displayed here The eventLog entity does not list any ent
20. led Version P gt amp pr Current Version Create Update About DONAU BAU ER Bulkdelete Job AKTIENGESELLSCHAFT Settings Common Licence f CRM Customization gt lt Settings Settings During standard usage of the CRM Word interface notes are generated in the background as auxiliary objects These notes cannot be deleted immediately To do so a Bulkdelete Job is necessary which is created by clicking the respective button in the system It regularly removes unusable notes from the system Only notes generated by the interface are removed As soon as the job has been created the button alternates into Remove Bulkdelete Job Installed Version C t Version Remove Update About DO NAU BAU E R or eres Bulkdelete Job AKTIENGESELLSCHAFT Settings Common Licence CRM Customization 2 Settings Settings This Bulkdelete Job should not be removed before uninstalling the interface Seite 15 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT After initially opening the solution crmwordinterface and emptying the Internet Explorer clear cache with the key combination Ctrl F5 the solution cwicustomizations with the display name CRM Word Interface Customization Solution which is also a part of the Word interface is displayed The sitemap shows the section
21. len Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT The Word button is activated and displayed in all entities you selected in our example quotes Quote Add Customize Schnittstellen Dokumentation Englis amp rE Save amp New ga F a27 l v jal Sharing mh ri 38 amp foal A X Delete Fr Copy a Link Save Save Word LookUp Recalculate Get Print Quotefor Create Activate Revise Close Connect Assign Run Start Close Address Products Customer Order Quote Quote Save Interface Actions Run v al E mail a Link Workflow Dialog Report Collaborate Process Data Information Quote General Quotes oer Wordinterface ipping Addresses P Administration General Notes k u A Quote ID Quo 01001 L2K8M1 Revision ID a Name Worinteriacd Potential Customer City Power amp Light sample Currency 4 Common r i City Wer To Ei E Quote Products 84 Other Contacts Price List Default re Totals Detail Amount 1 277 00 Closed Activities You may now use the Word interface Seite 19 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 2 10 CRM offline functionality Our Word Interface can even be used offline Only the plug in of the CRM Word interface needs to be added in the AllowList of the CRM Ou
22. of a letter The activity can contain the elect Group of existing or potential customers created for a marketing campaign Potential revenue generating event or sale to an account which needs to Association between an opportunity and a product Quote that has been accepted Line item in a sales order Activity to track a telephone call Entity that defines pricing levels Information about how to price a product in the specified price level includ Information about products and their pricing information A specific item in a queue such as a case record or an activity record System operation used to perform lengthy and asynchronous operations o Formal offer for products and or services proposed at specific prices and r el Quote Product quotedetail Product line item in a quote The details include such information as produ Recurring Appointment recurmingappointmentmaster The Master appointment of a recurring appointment series OOOMOOOOOOOKROOOOOOKR Report report Data summary in an easy to read layout complete the process by clicking the Save button This process can take between a several seconds and a few minutes depending on the system performance The next step is to remove the Bulkdelete Job which was created during the process of installing the interface Remove the Bulkdelete Job by clicking the respective button within the Settings menu item Now the button label chang
23. oft Dynamics CRM system go to Settings then activate the entity Solutions in the left application area and double click on crmwordinterface Just as for installing the interface the following window opens up in the upper right corner you can find information about the currently installed version and the latest version of the CRM Word Interface Installed Version DONAUBAUER Current Version Documentation gt 3 Plug in Assemblies Sdk Message Processing S Service Endpoints Dashboards Reports BS Connection Roles a Article Templates 8 Contract Templates 3 E mail Templates 3 Mail Merge Templates Searching Updates Seite 21 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com Installation and configuration manual Word Interface version 5 3 0 18 10 2013 DONAUBAUER AKTIENGESELLSCHAFT If your currently installed version is not the latest version of the interface you can carry out an update by clicking on the Update button The following window appears Update Update At first you can view versions to be downloaded Select the desired version Please note your valid Software Assurance contract Now you can check if the displayed version was 5 3 0 published within your purchased software Version included in your Software Assurance assurance allowing you to download this version
24. order of deleting the solutions must not be considered Confirm Deletion Webpage Dialog Ea gt Uninstall Solution Webpage Dialog Confirm Deletion Uninstall Solution You have selected 1 Solution for deletion You have selected 1 Solution for deletion You are deleting an unmanaged solution The solution will be deleted but components contained in this solution will not be deleted This action cannot be undone Do you want to continue x Uninstall Solution tie coe Confirm this window with the OK button and the solution is being deleted After rebooting your system Crtl F5 the section Donaubauer AG with the entities Word templates Configuration and eventLog disappeared in the left application area Settings fi GR p Solutions All Solutions v 4 Business Wa Business Management 3 New x Delete Import A Export A Import Translations B Export Translations id Publish All Customizations Get Solutions from Marketplace More Actions I Templates Name Display Name Version Installed On Package Type Publisher Description BA Product Catalog 4 System Administration g Data Management Fa System Jobs a Document Management A Auditing 4 Customization Ea Customizations 3 Solutions D Dynamics Marketplace 4 Process Center Processes 0 0 of 0 0 selected A Your Word interface is now uninstalled entirely Seite 24 von 25 Donaubauer Aktiengesellschaft Wur
25. pt by installing the CRM Word interface together with the Donaubauer AG Please read this agreement carefully before continuing the software installation You can accept the terms of the license agreement if you agree with them Seite 11 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT EULA If you do not to accept the terms of our license Sie m ssen den Bedingungen dieser Vereinbarung zustimmen damit Sie den Vorgang fortsetzten k nnen Wenn Sie den Software Lizenzbedingungen nicht zustimmen m chten schlie en Sie dieses Fenster und l schen die L sung agreement please cancel the process by clicking a on the Cancel button in the lower right corner of Bitte lesen Sie vor Installation der Software namens Word Schnittstelle fir Microsoft Dynamics CRM 2011 diese A 1 1 1 a this window and uninstall the CRM Word Interface Dieser Endbenutzer Lizenzvertrag kurz EULA End User License Agreement ist ein rechtsg ltiger Vertrag H 5 2 A 4 i zwischen Ihnen entweder als nat rlicher oder juristischer Person und der Donaubauer Aktiengesellschaft f r das acco rd Ng to l nstru cti O Ns g ive n l n sectio n 3 of th IS Ihnen gelieferte und im vorab genannte Software Produkt Durch die Installation und Verwendung dieser Software erklaren Sie sich mit den Bedingungen dieses Vertrages einverstanden m an u
26. rice reduction made from the list price of a product or se Type of discount specified as either a percentage or an a Document libraries or folders on a SharePoint server fro MIME attachment for an e mail activity Activity that is delivered using e mail protocols Activity that tracks call outcome and number of pages for Target objective for a user or a team for a specified time Type of measurement for a goal such as money amount Line item in an invoice containing detailed billing informati Prospect or potential sales opportunity Leads are conver Activity that tracks the delivery of a letter The activity can Group of existing or potential customers created for a ma Potential revenue generating event or sale to an account Association between an opportunity and a product Line item in a sales order This process can take between a several seconds and a few minutes depending on the system performance You can mark each entity individually or select multiple and then save the process It is also possible to configure single entities subsequently Seite 13 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com Installation and configuration manual Word Interface version 5 3 0 18 10 2013 DONAUBAUER AKTIENGESELLSCHAFT 2 2 5 The Settings menu item The Settings menu item conta
27. ries so far If errors appear while using the Word interface they will be documented in this tool Seite 17 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT The entity Word templates manages Word templated created by you Our user manual documents how to create these templates So as to facilitate creating the templates you will receive a demo template Acitvate this template as follows 2 2 9 Importing demo templates Open the solution of the Word interface crmwordinterface and at first click CRM Customizations and then click the Import Demo Template button Solution Word Schnittstelle 3 Information Components DONAUBAUER CRM Customization Common Installed Version Current Version D TE Entities Licence EB Option Sets Client Extensions Web Resources Settings Sr Processes gt 3 Plug in Assemblies Sdk Message Processing 5 amp Service Endpoints 3 Dashboards i E Reports SS Connection Roles a Article Templates i Contract Templates E E mail Templates ie Mail Merge Templates amp Security Roles a Field Security Profiles Templates imported Documentation Customizations Name Account Address Appointment Article Campaign Campaign Activity Campaign Response Case Competitor Configuration OO
28. splayed information Lizenzanforderung F r Ihre Lizenzanforderung wird Ihnen hiermit ein Text dargestellt welchen Sie im Anschluss bitte via em ail to lizenzen donau bauer com kopieren Ubersenden Sie diesen Text bitte zur Lizenzerstellung an folgende E Mail Adresse a With these information we can generate your license which will be sent to you immediately via email lt Wordinterface gt lt orgname gt Schnittstellen lt orgname gt lt organizalionid gt 70fbe43c 0961 8011 ad1a 00 15540073 113 lt organizafionid gt lt version gt 5 3 0 lt version gt lt type gt Enterprise lt type gt lt expirationdate 201 3 10 27 lt expirationdate gt lt Wordinterface gt After receiving the license key from us you need to import it into your system To do so open the imported solution of the Word interface again and click on the License button Next the license key is entered in the right field 1 Now click on the Import License button A ve Installed Version a Current Version Request Import Update About DO NAU BAU E R urrent version Licence Licence AKTIENGESELLSCHAFT Licence Common Licence CRM Customization R Licencing Settings Documentation Licenceinfo Licencekey Organization Name l Organization Id Version Licencetype Expirationdate Licencestatus Licence invalid The licence expired The following window displays the end user license agreement which you acce
29. te Time w 13 05 59 49 13 05 59 48 13 05 59 46 13 05 59 45 13 05 59 43 13 05 59 40 13 05 57 49 13 05 54 37 13 05 54 20 13 05 53 40 13 05 53 27 13 05 53 21 lt Type SDK Message Pr SDK Message Pr SDK Message Pr SDK Message Pr SDK Message Pr SDK Message Pr Dependencies C Security Role Security Role Client Extensions SDK Message Pr SDK Message Pr Display Name Donaubauer Cr Donaubauer Cr Donaubauer Cr Donaubauer Cr Donaubauer Cr Donaubauer Cr CRM Word Inter CRM Word Inter Site Map Donaubauer Cr Donaubauer Cr Name Donaubauer Cr Donaubauer Cr Donaubauer Cr Donaubauer Cr Donaubauer Cr Donaubauer Cr CRM Word Inter CRM Word Inter Donaubauer Cr Donaubauer Cr KU RU KL Kb KL KU KU KU KU KU KL KU Pi i Bil ES Help Description Security role Security role XML data used v gt Pagel Db Download Log File Next Close 100 4 DONAUBAUER AKTIENGESELLSCHAFT In this window please tick the displayed box for activating all processes and message processing steps Complete this step by clicking the Next button Now the solution is being imported This process may take several seconds As the installation process is finished the log file opens for checking and information purpose If all points listed have a ticked item in the Status
30. tlook Client by an entry in the registry In order to use the offline functionality please insert the following registration key into the registry HKEY_ CURRENT _USER Software Microsoft MSCRMClient AllowList a35170766c3923ce F Aow if 31b Collapse 3 MSDAIPP Sa Find String Value J MSOldentit Delete Binary Value J Multimedia Rename DWORD 32 bit Value 5 Notepad Eiport QWORD 64 bit Value u Office ain Ei PeerNet Permissions Multi String Value I RAS AutoDi 5 RDPEncode di Remote Assistance ij RestartManager gt Computer HKEY_CURRENT_USER Software Microsoft MSCRMClient AllowList Expandable String Value Copy Key Name Now you can use the Word Interface offline as well a AllowList di MSCRMIntegration MSDAIPP b MSF gt MSOldentityCRL b b Multimedia m Notepad b H Office b J PeerNet gt RAS AutoDial a RDPEncoder i Remote Assistance Computer HEEY_CURRENT_USER Software Microsoft MSCRMClient AllowList a331 0 66c3923ce Seite 20 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT 2 3 New update of the Word interface for Microsoft Dynamics CRM When a new update of our Word interface for Microsoft Dynamics is available for you please proceed as follows In the sitemap of the navigation area of your Micros
31. u will find a box All entities used to create Word documents with the Word Interface are selected by ticking the respective box Please un tick all entities and Solution Word Schnittstelle BF Information al Ed na Ad Save Import Update About 2 Configuration demo templates Bu Components Installed Version Current Version DONAUBAUER Common CRM Customization T Entities B Option Sets r Client Extensions Web Resources T Processes 3 Plug in Assemblies Sdk Message Processing S amp Service Endpoints Ar Dashboards E Reports Ss Connection Roles a Article Templates 0 Contract Templates 3 E mail Templates ie Mail Merge Templates amp Security Roles a Field Security Profiles Licence CRM Customization Settings Documentation Customizations Name Invoice Invoice Product Lead Letter Marketing List Opportunity Opportunity Product Order Order Product Phone Call Price List Price List Item Product Queue Item Quick Campaign Quote Logicalname invoice invoicedetail lead letter list opportunity opportunityproduct salesorder salesorderdetail phonecall pricelevel productpricelevel product queueitem bulkoperation quote Description Order that has been billed Line item in an invoice containing detailed billing information for a product Prospect or potential sales opportunity Leads are converted into accounts Activity that tracks the delivery
32. ungen dieses Vertrages oder Teilen hiervon nicht einverstanden sein dann brechen Sie die Installation hier ab und geben die Software dem H ndler zur ck der Ihnen den Kaufpreis gem seinen Gesch ftsbedingungen zur ck erstatten wird 1 Software Lizenz Die dieser Lizenzvereinbarung beigef gte Software darf nur venvendet werden wenn Sie ber eine g ltige Lizenz f r dieses Produkt verf gen Die Word Schnittstelle f r Microsoft Dynamics CRM 2011 ist Eigentum der Firma Donaubauer Aktiengesellschaft und ist urheberrechtlich gesch tzt Der Kunde erwirbt mit dem Kauf der Lizenz das Recht diese Software zu nutzen Er erwirbt keinerlei Rechte an der Software selbst oder an der Donaubauer Aktiengesellschaft Es ist nicht gestattet Kennzeichnungen des Produktes zu entfernen oder zu modifizieren sowie die Software zur ck zu entwickeln Reverse Engineering zu kompilieren oder zu disassemblieren Ferner sind sie nicht berechtigt das Produkt zu verleihen zu vermieten Unterlizenzen zu vergeben weiter zu verkaufen oder gegen einen Gegenwert zu bertragen v Mit dem Erwerb dieses Software Tools sind Sie berechtigt eine Kopie des Produktes f r eine CRM Organisation zu Ml accept the terms of this license agreement By clicking on the Next button the CRM server will connect one time with our server which will then transmit the license key to your system Importing Licence Solution Word Schnittstelle x x msnen versT
33. zener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com DONAUBAUER AKTIENGESELLSCHAFT Should you have any questions regarding the CRM Word interface 2011 or need further support do not hesitate to contact us DONAUBAUER AKTIENGESELLSCHAFT Wurzener StraBe 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 Mail sales donaubauer com Web www donaubauer com Additional information on the Word Interface www crmwordschnittstelle de Vorstand Andreas Donaubauer Aufsichtsratsvorsitzende Andrea Striegler Amtsgericht Leipzig HRB 23063 Ust ID DE814819651 Seite 25 von 25 Donaubauer Aktiengesellschaft Wurzener Stra e 10 04774 Dahlen Sa Tel 49 34361 826 0 Fax 49 34361 826 31 www donaubauer com
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