Data2CRM User Manual
Contents
1. AutoNumber CRM 2011 Online Installation Manual May 10 2012 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 dd Microsoft Dynamics CRM Jerry Weinstock nis newcrminnovation15 CRMI License Details View Charts Add Customize ia o gag Activate Ga Copy a Link amp TG fen Export to Excel A D SS Ems a Link DP xx Deactivate Y Filter New Edit Run Start Run Import Advanced X Delete Workflow Dialog Report Data Find Records Collaborate Process Data CRMI License Details Active CRMI License Details v fi p Product Customer CRMVersion Server Organization lt a A gt D ET o a rr F o availa iz a hi 0 0 of 0 0 selected K 4 Pagel b AR FAD e DUNE UF Gs Ho ek E LE MUUN O FOREST T e eet Ge Z GE Figure 7 Create New CRM License Details In the CRMI license details record click on the Browse button select the license file lic and then click on the Save button after the data is pulled into the screen Note Microsoft Silverlight is used for this form AutoNumber CRM 2011 Online Installation Manual May 10 2012 Ail Microsoft Dynamics CRM Jeary Weinstock File CRMI License Detail Add Customize2. XX CRM Innovation CRM 2011 Online AutoNumber Installation Manual V2 0 AutoNumber Managed Solution Code V1 0 1 1 CRM Innovation LLC 8527 Bluejacket Street Lenexa KS 66214 913 492 2764 CRMInnovation com mailto crminfo crminnovation com AutoNumber CRM 2011 Online Installation Manual May 10 2012 Contents AutoNumber License e UE assa m ist t s Suite E 3 Solution EH Ee DE 3 AutoNumber Configuration E 6 A toN mber te RE e EE 8 GEHEIT 9 SO UIE el E 12 EE 13 Bit Me gel e EE 13 AutoNumber CRM 2011 Online Installation Manual May 10 2012 AutoNumber License Key Reguest License keys are server name organization specific To issue a license key we need four items Number of enabled CRM users CRM Server Name If you are hosted by Microsoft it would be CRM CRM4 or CRM5 depending on your data center If you are CRM OnPremise then it would be the name of the CRM server which you can retrieve from the Deployment manager 3 CRM Unique Organization Name This is found in Settings Customization Developer Resources as follows It is the 32 digit Guid dd Microsoft Dynamics CRM New New Import Advanced Activity Record Data Find New Tools Developer Resources Administration ER Data Management System Jobs a Document Management Your Organization Information Auditin d SE N N Windows Azure AppFabric Issuer Certificate e Activity Feeds Configuration Gap WW
3. EF Import H Export 2 Import Translations Export Translations l Publish All Customizations Ri Get Solutions from Marketplace g ee More Actions v ES Product Catalog i ame isplay Name ersion nstalled On v ckage Type isher escription N Display N v Installed On v Package Type Publish Descript 4 Svstem Se Ke 7 08 crMinnovationan CRM Innovation Auto Nu 1 0 0 3 10 12 2011 Managed CRMI AutoNumber Product E Workplace EE Sales gt Marketing gt gt GB Service 1 1 of 1 0 selected M 4 Pagel b Ee All A B E D E F G H I J K L M N o P Q R T U Vv 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 Configuration Login with a CRM administrator user account and in Microsoft Dynamics CRM 2011 go to Settings area from navigation pane and click on CRMI AutoNumber Config and click on New button AutoNumber CRM 2011 Online Installation Manual d Microsoft Dynamics CRM CRMI AutoNumber Config View Charts Add Customize 9 gag Activate Ga Copy a Link 27 Unfollow gt SH FI i fx gt Export to Excel A s O G J e x Deactivate al E mail a Link Y Filter Edit Run Start Run Import Advanced X Delete 3 Follow Workflow Dialog Report Data Find Records Collaborate Process May 10 2012 jerry weinstock crm innovation 26 EA A Sign Out CRMI AutoNumber Config Active CRMI AutoNumber
4. Config v Search for records po Key Value Created On S a Dynamics Market ola 4 Process Center de Processes 4 Extensions 3 CRMI Auto Number CRMI License Details 35 CRMI Attributes ri uey au MAIA 07 9494 YD Bo A 0 0 of O 0 selected All A B K d Pagel b a PKR Gg s 100 v In the Key field enter the word Servername If you are familiar with the registry think of this as creating the name of the key In the Value field enter the name of the CRM server If you are using CRM Online it would be CRM CRM4 or CRM5 depending on which data center your system is hosted If you are using CRM OnPremise it would be the name of the CRM server For example http yourserver 5555 you would enter yourserver without the port number or http You can also get the name of the server from the Deployment Manager d Microsoft Dynamics CRM CRMI AutoNumber Config Add Customize amp Save amp New j Sharing G en mi X Delete Tj Copy a Link D jerry weinstock o crm innovation 26 A Save Save amp Run Start Run Close E E maila Link Workflow Dialog Report Save Collaborate Process Data Information CRMI AutoNumber Config iii DE sm New Notes v General Related d Key Servername Value CRM i 4 Common A Audit History gt Notes 4 Processes Dialog Sessions After entering the information just Save and Close the record
5. Issuer Name crm dynamics com Ko AGRRE TEOS RES H Download Certificate 4 Customization Developer Center Customizations Jy Download documentation tools and sample code ht Solutions Ca Dynamics Marketplace Service Endpoints 4 Process Center 4 CRM Friendly Organization Name If you use CRM Online it would be the first part of the URL https friendlyname crm dynamics com or if you use CRM OnPremise you can find it in the Deployment Manager 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 AutoNumber CRM 2011 Online Installation Manual May 10 2012 dd Microsoft Dynamics CRM Jerry Weinstock newcrminnovation15 File Home dira New Import aes Adivity Record Data Fin Sign Out New Tools w Settings a eS ets ac Solutions All Solutions v Search for records p A Auditing 4 Customization e New L Delete impor 413 Export A Import Translations SN Export Translations l Publish All Customizations at Get Solutions from Marketplace wi Name Display Name Version Installed On Package Type Publisher Description 4 Process Center WEE Processes Gon CRMI Auto Number i CRMILicense Details v No Solution records are avai
6. of Sales newcrminnovation15 RE Sales E Marketing di 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. anual May 10 2012 Importing Solution 6 Help The import of solution CRM Innovation Auto Number Addon completed successfully Date Time 7 Type Display Name Description 19 13 23 66 SDK Message Pr CrmlInnovation CrmInnovation 19 13 23 62 SDK Message Pr Crminnovation CrmIinnovation 19 13 23 57 SDK Message Pr Crminnovation Crminnovation 19 13 23 54 SDK Message Pr Crminnovation Crminnovation DI CH TT Eu HIN 19 13 23 49 SDK Message Pr Crminnovation Crminnovation a 19 13 21 85 Dependencies 19 13 12 10 Security Role CRMI AutoNum CRMI AutoMum 19 13 11 90 Security Role CRMI AutoNum CRMI AutoMum 19 13 11 20 Client Extensions Site Map 19 13 11 04 SDK Message Pr Crminnovation Crminnovation 19 13 11 00 SDK Message Pr Crminnovation Crminnovation H 4 Pagel b Security roli Security roli XML data u vee Download Log File Next 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 dd Microsoft Dynamics CRM Jerry Weinstock newcrminnovation15 Fil Home Sign Out New New Import Advanced Activity Record Data Find New Tools Settings Ale ooo o m Solutions All Solutions v rch for records p 4 Business d Business Management amp New X Delete
8. if required 3 In Pad AutoNumber length field enter AutoNumber auto incremented field length iN In Use Delimiter list choose the required AutoNumber values separator O1 In Use System Date field selection to use the current date in the AutoNumber value OD In Date Separator list choose the date format separator AutoNumber CRM 2011 Online Installation Manual 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 sequence Use Entity Fields 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 May 10 2012 Security Roles The solution automatically creates two custom security ro
9. lable in this view _ Workplace 4 gt 0 0 of O 0 selected K lt Pagel DI AII A B E D E F G H I J K L M N o P Q R S T U v W x Y ra Figure 1 Import Solution In Import Solutions wizard page click on the browse button and select CRMI AutoNumber 2011 managed 1 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 In the Solution Information wizard page click on Next button AutoNumber CRM 2011 Online Installation Manual May 10 2012 http localhost 5555 Import Solution Windows Internet Explorer Solution Information 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 Help Post Import Actions ONT EE Figure 4 Import Options Wizard Page After the Solution has been successfully imported the following screen is displayed At this point click on Close AutoNumber CRM 2011 Online Installation M
10. les 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 privileges EI Microsoft Dynamics CRM Jerry Weinstock 7 003 newcrminnovation15 x E 2 E Te New New Import Advanced Activity Record Data Find New Tools Settings Ga 4 Business IG Business Management E Templates ga Product Catalog 4 System Administration iv Data Management Ei System Jobs sua Document Management a Lo Walage newcrminnovation15 A Auditing Customer Service Representative newcrminnovation15 EEN Delegate newcrminnovationl5 Ea Customizations Marketing Manager newcrminnovation15 ar Solutions Marketing Professional newcrminnovation15 oi Dynamics Marketplace Sales Manager newcrminnovation15 4 Process Center Salesperson newcrminnovationls Processes Schedule Manager newcrminnovation15 d Extensions Scheduler newcrminnovation15 te CRMI Auto Number GE System Administrator newcrminnovation15 CRMILicense Details System Customizer newcrminnovation15 Vice President of Marketing newcrminnovation15 vd Workplace Vice President
11. newcrminnovation15 A Save amp New j J Sharing gt Sc J r XK Delete F Copy a Link Save Save amp Run Start Run Close E E maila Link Workflow Dialog Report Save Collaborate Process Data Information CRMI License Detail CRMI License Det v General New Notes aio Upload License File e TRE OS ES A BORER OBE AutoNumber 2011 lic 4 Common CRM Details A Audit History Organization Server crm 4 Processes Ca Workflows CRM Version Pce E e e RE License Details Customer Product License Start Date Maintenance Start Date License Type User License License ID 275E1870 0CF5 011 807A 003048C2DC7 Special Case License Key ourgIPWr08HSIfCZrw MXapMK6NIC u GGIlunHLWxYxrdxh5w9EF019NuBI92AsET2X2XHY Sb8BKhP7ydasB37MA Expiration Details License End Date v Maintenance End 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 Status Active Figure 8 CRM License Details 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 2012 CRM Innovation LLC All Rights Reserved AutoNumber CRM 2011 Online Installation Manual May 10 2012 d Microsoft Dynamics CRM Jerry Weinstock CRMI A
12. uto Number Add Customize newcrminnovation15 A nm e Save amp New j Sharing a TOR amp e s age Deactivate Ee Copy a Link ER Start Run Save Save amp N Run a u Close X Delete al E mail a Link Workflow Dialog Report Save Collaborate Process Data Information A CRMI Auto Number CRMI Auto Nun l Fax Sub Category ee Configuration Name Created By a i Ca Fax Sub Category Jerry Weinstock 3 A Audit History Entity and Attribute Information 4 Processes S l mee QG Workflows Entity Name 1 Attribute Field ai ER Fax ire Si Sub Catego 3 Dialog Sessions Kl ter TTT Auto Numbering Format Prefix Use Delimeter Date Position N CRM v e Suffix Use System Date Reset Auto Number Counter Day Pad Auto Number Length Date Separator Next Auto Number 2 ci bi Use Entity Fields Value in Auto Number Entity Field 1 Entity Field 2 Entity Field 3 H D Field Position _ Field Position _ Field Position _ Auto Number Preview Preview Auto Number Length Status 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
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