for Microsoft Dynamics CRM Online (On-Demand) Installation Instructions

Transcription

1 for Microsoft Dynamics CRM Online (On-Demand) Installation Instructions April

2 Table of Contents Installation Requirements...3 Basic Installation...4 Configure Microsoft Dynamics CRM Assign Access Hoover s User Security Role to Users D-U-N-S Number Attribute Adding D-U-N-S Number attribute on Account and Lead forms Custom Field Mapping in Leads, Accounts and Contacts Mapping Industry Picklist Values (Optional) Uninstall Access Hoover s for Microsoft Dynamics CRM HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

3 Installation Requirements To install Access Hoover s for Microsoft Dynamics CRM, you will need the following: 1. Hoover s API Key To receive a Hoover s API Key, you will need to sign up for an Access Hoover s subscription. You can do this by going to the Access Hoover s website ( or by calling (866) Once you have signed up for a subscription, you will receive an containing all of your account information, including the Hoover s API Key to use during the Access Hoover s installation process. If you misplace your API key, contact Hoover s Customer Support at (866) Microsoft.NET Framework 3.5 If Microsoft.NET Framework 3.5 it is not on your server, you will receive the below warning during the install process. If you need to install Microsoft.NET Framework 3.5 on your server, you can use the following link: Microsoft.NET Framework 3.5 HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

4 Basic Installation It is critical that you complete the basic installation section for Access Hoover s to your Microsoft Dynamics CRM environment for users to be able to use product. To complete the following installation process for Access Hoover s, you will need to be a Microsoft Dynamics CRM user with the System Administrator Role. 1. Go to namics and click on the Installer Download Link for Online Customers. Save the installer to your computer. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

5 2. Open the installer file to start installation. Click Next to continue with the installation. 3. Select Install Components, and click Next. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

6 4. Customizations and Access Hoover s integration user and roles will be installed automatically. You will also have the option to create and map a custom D-U-N-S Number field on the Lead and Account entity. If you already have a D-U-N-S Number field on the Lead and Account entities in your Microsoft Dynamics CRM environment that you want to use, then you can deselect this option. To continue installation, click Next. Note: To use a pre-existing D-U-N-S Number field on the Lead and Account entity in your Microsoft Dynamics CRM environment, the attribute must have the following formatting: Type is nvarchar Format is Text Length is 20 HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

7 5. Enter your Microsoft Dynamics CRM Online credentials, and click Next. 6. Select the CRM Organization where Access Hoover s integration should be installed, and click Next. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

8 7. Enter in your Hoover s API Key (you should have received this in an from Hoover s), and click Install. 8. After Customizations have been imported, click Next. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

9 9. Click Finish to complete the installation process. 10. Log into CRM Online and click on Settings > Administration > Users. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

10 11. Find and click once on the Hoover s Integration user to select the record, then click on the More Actions menu > Send Invitation. This is necessary for the integration with Access Hoover s. The invitation will be accepted by Hoover s within one business day. Steps 13 and 14 will show you how to verify when your invitation for the Hoover s Integration user has been accepted. After the invitation is accepted, you will be able to change the Hoover s Integration user to a noninteractive user, which means this user will not be counted against your license limit. (Steps ) 12. Click on the OK button. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

11 13. To verify if the Hoover s Integration user has accepted your invitation, click on Settings > Administration > Users. 14. Find and double-click on the Hoover s Integration user record. When the Invitation Status field on the user record is set to Invitation Accepted, you are ready to move to Step 15 to set-up the rest of the Access Hoover s configuration. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

12 15. Once the Hoover s Integration User has accepted your invitation, you will want to change this user s Access Mode to Noninteractive, so this user will not count against your organization s license limit. To accomplish this, you need to modify the User form by adding the Access Mode attribute and updating the field on the Hoover s Integration user record. Click on Settings > Customization > Customize Entities. 16. Find and double-click on the User entity. Select Forms and View and double-click on Form. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

13 17. Click on the Organization sections, and then click on the Add Fields button. 18. Select the Access Mode field and click on OK. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

14 19. The Access Mode field has been added to the form as shown. Click Save and Close. 20. Click on Actions > Publish. This will publish the new updated form. Click Save and Close. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

15 21. Go to Settings > Administration > Users. Find and double click on the Hoover s Integration user. Go to the Access Mode field and select Non-Interactive from the pick list. Click Save and Close. Now, this user will not count against your organization s license limit. You are now ready to continue on with the next section. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

16 Configure Microsoft Dynamics CRM After basic installation, it will be important to configure your Microsoft Dynamics CRM environment to enable the following: Access Hoover s User security role D-U-N-S Number custom attribute (field) on Lead and Account records Custom field mapping on Lead, Account and Contact records Required Mapping: D-U-N-S Number field on Lead and Account records It is critical that you configure your Microsoft Dynamics CRM environment for the above settings in order for Access Hoover s to operate properly and for you to realize the maximum benefits from Hoover s. To complete the following set-up instructions for Access Hoover s, you will need to be a Microsoft Dynamics CRM user with the System Administrator Role. Assign Access Hoover s User Security Role to Users For your Microsoft Dynamics CRM users to be able to use Access Hoover s, an Access Hoover s User Security Role was added to your Microsoft Dynamics CRM environment during the installation process. You will need to assign the Access Hoover s role assignment to any users who need Access Hoover s functionality. (They will still keep all their original role assignments.) Note: Users will need to be in an additional Security Role (besides the Access Hoover s User role) with the following rights for Account, Contact and Lead: Read, Create, Write, Append and Append To. (See #5 in this section for details). 1. Click on Settings in the main left-side menu for Microsoft Dynamics CRM. Then, click on Administration > Users. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

17 2. Select the desired users and then click More Actions > Manage Roles. 3. Select the Access Hoover s User role and click on OK button. 4. Verify that a user has the Access Hoover s User Role by opening the user record and selecting Roles in the left-side menu. You should see Access Hoover s User listed in the Role view. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

18 5. IMPORTANT: A User will also need to be in an additional role (besides Access Hoover s) that has at least the following minimal rights for Account, Contact and Lead entities: Read Create Write Append Append To See example. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

19 D U N S Number Attribute Leads imported using Access Hoover s include the D-U-N-S Number. When an Account is updated with data from Access Hoover s, the D-U-N-S Number is added. During the installation process, you had the option of creating and mapping a D-U-N-S Number attribute for both the Account and Lead entities. If you chose to create and map these attributes, you still need to add the created attributes to your Microsoft Dynamics CRM Account and Lead entity forms by using the instructions in the following section. If you chose NOT to create these attributes and are using a pre-existing D-U-N-S Number field in the Microsoft Dynamics CRM environment, you can skip this section and go to the next section Custom Field Mapping in Accounts, Contacts and Leads to do the required mapping. Adding D U N S Number attribute on Account and Lead forms You will need to complete the following steps to add the D-U-N-S Number attribute to the entity form for the Account and Lead entities. 1. Click on Settings in the main left-side menu for Microsoft Dynamics CRM. Then, click Customization > Customize Entities. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

20 2. Click on the Account entity. 3. Click on Forms and Views in the left-side menu. Then, click on Form. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

21 4. Click on the section where you would like the D-U-N-S Number field to appear, and click on Add Fields in the Common Tasks sidebar. 5. Find and select the D-U-N-S Number field, and click on the OK button. 6. Use the green arrows in the Common Tasks sidebar to move the field to the desired location on the form. Click on Save and Close button. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

22 7. Click on the Actions menu, and then Publish. Click on Save and Close button. 8. Verify the D-U-N-S Number field has been added by opening an actual record. 9. Repeat steps 1-8 for the Lead entity. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

23 Custom Field Mapping in Leads, Accounts and Contacts You can map more than 50 Hoover s datapoints to your Lead, Account and Contact record fields in Microsoft Dynamics CRM. During the installation process, the following native Microsoft CRM fields were mapped for you. You can leave these mappings as-is or modify to your organization s needs. Account Record Mapping Lead Record Mapping Contact Record Mapping MS CRM Attribute Hoover s Datapoint MS CRM Attribute Hoover s Datapoint MS CRM Attribute Hoover s Datapoint address1_city HQ City address1_city HQ City firstname First Name address1_country Country address1_country Country jobtitle Title address1_line1 HQ Address 1 address1_line1 HQ Address 1 lastname Last Name address1_line2 HQ Address 2 address1_line2 HQ Address 2 middlename Middle Name address1_postalcode HQ Postal Code address1_postalcode HQ Postal Code salutation Prefix address1_stateorprovince HQ State/Province address1_stateorprovince HQ State/Province suffix Suffix fax HQ Main Fax address1_telephone1 HQ Phone websiteurl Web Address hoovers_dunsnumber* D-U-N-S Number* companyname Company Name name Company Name fax HQ Main Fax numberofemployees Total Employees firstname First Name revenue Revenue hoovers_dunsnumber* D-U-N-S Number* telephone1 HQ Phone jobtitle Title tickersymbol Symbol lastname Last Name websiteurl Web Address middlename Middle Name *If you opted to create the D-U-N-S Number revenue Revenue attribute during Basic Installation: #4, then the attribute is added and mapped for salutation Prefix Account and Lead records. websiteurl Web Address Note: The MS CRM Parent Customer attribute is automatically mapped for the Contact record during the installation process, but you will not see it in the field mappings. Access Hoover s provides you with the flexibility to assign Hoover s datapoints to your existing Microsoft Dynamics CRM fields to maintain the integrity of your own database. For example, you can map the Hoover s datapoint Doing Business As to an existing Microsoft Dynamics CRM field for DBA, if a company s DBA is important to your organization. You are also able to create new attributes in Microsoft Dynamics CRM for mapping available Hoover s datapoints. For example, if you don t currently have a Biography field on your Contact entity, you can create it, add it to the Contact form and map to the Hoover s datapoint for Biography. Most field mapping is optional, but there is one required field the D-U-N-S Number. This Hoover s field must be mapped to a field in Microsoft Dynamics CRM on the Account and Lead records. If you had these fields added during the installation process, then they are already mapped for you. Note: You will be unable to save your mapping assignments unless the D-U-N-S Number field is mapped on the Account and Lead mapping page. You can use the instructions below for mapping fields to Lead, Account and Contact records. The only difference will be that the D-U-N-S Number field is not required for Contact records. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

24 1. Click on Settings in the main left-side menu for Microsoft Dynamics CRM. Then, click Hoover s Configuration > Map Account Fields. (Use these same instructions for mapping Lead and Contact records). 2. The CRM Attribute column will list all of the attributes for the entity you are mapping. The Hoover s Field column will show you a list of all Hoover s datapoints. Select a Hoover s datapoint from the drop-down box to be associated with your CRM field. The D-U-N-S Number attribute is a required mapping for Account and Lead records. CRM Attributes that are integers will only be able to be mapped to integer fields in Hoover s. When you have completed mapping, click on the Save All Changes button and close window. 3. Repeat the above process for Lead and Contact records. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

25 Mapping Industry Picklist Values (Optional) Mapping industry picklist values enables you to control the picklist values that are available to your users. 1. Click on Settings in the main left-side menu for Microsoft Dynamics CRM. Then, click Hoover s Configuration > Map Industry Values for Accounts. (Use these same instructions for mapping industry values for Lead records). 2. The Hoover s Value column will list the Hoover s industry values. The CRM Value column will list the industry values available in Microsoft Dynamics CRM. Select a Microsoft Dynamics CRM value from the dropdown box to be associated with your Hoover s Value. You can associate a Microsoft Dynamics CRM value to more than one Hoover's value. When you have completed mapping, click on the Save All Changes button and close window. 3. Repeat the above process for industry values for Lead records. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

26 Uninstall Access Hoover s for Microsoft Dynamics CRM The Access Hoover s for Microsoft Dynamics CRM Online uninstall process will uninstall the following: Hoovers customizations from the Sitemap and ISV This will NOT remove custom entities or attributes that were added during the installation, so you can still view that data in your system. If you do not want the custom entities and attributes in your system, you can manually remove. Just remember, by deleting the entity or attribute, you lose all of the associated data. 1. Find and open the installer file. If you did not save it to the server, go to and click on the Installer Download Link for Online Customers. Save the installer to your computer. Open file and click Next to continue with uninstall. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

27 2. Select the Uninstall Customizations option, and click Next. 3. Enter your Microsoft Dynamics CRM Online credentials, and click Next. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX

28 4. Select the CRM Organization where the Access Hoover s integration should be uninstalled, and click Next. 5. You have uninstalled Access Hoover s integration with Microsoft Dynamics CRM. Click Finish. HOOVER S, INC AIRPORT BLVD. AUSTIN, TX