Record Clone User Guide

Transcription

1 IOTAP s Record Clone add-on for Microsoft Dynamics CRM allows users to create copy of records for not only System & Standard entities but also Custom and their related entities. Record Clone Version: 3.1 User Guide Version: 3.0

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3 Table of Contents IOTAP MS CRM Add-ons Record Clone - Microsoft Dynamics CRM Auto Number - Microsoft Dynamics CRM Report Scheduler - Microsoft Dynamics CRM Online and On-Premise to Case Premium - Microsoft Dynamics CRM Birthday Reminder - Microsoft Dynamics CRM (Free) Product Overview Product Version & Supported CRM Deployment modes Trial Mode Installation Process Activating the License Assigning Security Role Creating a clone for Account record Configuration - Excluding fields from Cloning Enable Event Logging Uninstallation process EULA - END-USER LICENSE AGREEMENT FOR Record Clone Add-on Appendix - I: Getting Unique Organization Name: Appendix - II: Feature Comparison between Lite & Premium IOTAP CRM Services

4 1 IOTAP MS CRM Add-ons 1.1 Record Clone - Microsoft Dynamics CRM Record Cloning or Record Copying for Microsoft Dynamics CRM allows you to create a duplicate record with the same values as the parent record. Features: Online Store Clone following entities: Opportunity & it s product lines Quote & it s product lines Invoice & it s product lines Order & it s product lines Accounts, Contacts, Leads Product Case Goals Exclude fields from entity that should not be cloned Works from Form, Grid, Outlook Can be customized for Cloning custom and related entities 1.2 Auto Number - Microsoft Dynamics CRM IOTAP s Auto Number add-on for Microsoft Dynamics CRM allows automatic generation of unique reference IDs for all entities across the CRM system. The format of the reference ID can be customized to suit your business requirements. Features: Easy configuration and setup Supports all System as well as Custom entities Customize the prefix, suffix, starting number as per your business needs Support s Constants, Random Number s, letters, dates, times Can be applied to multiple fields of same entity Automatic plugin registration Functionality to update existing records Online Store 4

5 1.3 Report Scheduler - Microsoft Dynamics CRM Online and On-Premise IOTAP s Report Scheduler add-on enables easy scheduling of CRM data which is delivered automatically via . It works from within CRM and requires no separate server. The trial version of Report Scheduler is available for immediate download and setup. Features: Interface to set-up recurring and automated of CRM data on a periodic basis Event Reminder (Birthday \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc.) Scheduled data back-up in the form of CSV or TXT files Users can easily receive CRM data in few clicks without any IT support Mobile Friendly (option to have the data sent in the body of the ) Direct navigation to CRM records from via a click link Handles scheduling across multiple time-zones Takes care of all visibility rules set in Microsoft CRM Can send the data even to non-crm user addresses (with admin approval) Secured Distribution allows blocking of any addresses and any domain from receiving your scheduled reports. Customizable template allows adding of corporate logos, color, typefaces, signatures and other brand related images. Online Store 5

6 1.4 to Case Premium - Microsoft Dynamics CRM to Case Premium helps your company efficiently manage the support process by automatically creating cases from s and autopopulating case fields from the body. Features: Supports multiple queues Automatic linking to Contact or Account spam protection loop protection domain address exclusion Supports HTML 100% Native - works from within CRM Multiple Templates Fully configurable Can be customized based on individual requirements Fully configurable Can be customized based on individual requirements Online Store 1.5 Birthday Reminder - Microsoft Dynamics CRM (Free) Birthday Reminder add-on helps Sales and Marketing team keep track of birthdays of CRM Contact by displaying the Upcoming Birthdays on the Dashboard. It displays the Contact Name, Day - Month and Age. Features: Be notified on the Dashboard as the birthday of each Contact approaches CRM Users can select contact whose Birthday reminder needs to be activated. Ability to browse to contact details form directly from the Birthday Reminder panel in dashboard Online Store 6

7 2 Product Overview IOTAP's Record Clone add-on for Microsoft Dynamics CRM allows users to create copy of records for not only System entities but also Custom and their related entities. Following system entities are supported out-of-the-box: Lead Account Contact Product Case Goals Opportunity and related Opportunity Product Opportunity Products Quote and related Quote Product Quote Product Order and related Order Product Order Product Invoice and related Invoice Product Invoice Product In-order to enable cloning for more Custom and their related entities, there will be some customizations needed. Further there is also an option to exclude certain fields from getting cloned. Key Benefits: Ability to clone not only System but also Custom and their related entities as well For Opportunity, Quote, Order and Invoice the related products are cloned as well Does not involve creation of any custom workflows or relationships Works from the CRM grid as well as the CRM form. Cloned record is automatically saved within CRM Once cloned the newly created record is popped up on the User Interface. Works for even new fields as soon as they are introduced within the entity. Easily exclude fields that should not be cloned Works for all deployments and clients for CRM (On-Premise/IFD/Partner hosted/online/outlook Offline Client) 7

8 2.1 Product Version & Supported CRM Deployment modes Product Version: 1.8 (does not require update rollup 12) Product Version: 3.0 (Requires Update Roll-Up 12 and has Multi-Cloning Functionality too) Supported CRM Deployment models: CRM Online, CRM On-Premise / IFD/ Partner Hosted 2.2 Trial Mode The demo trial mode has all the functionalities of the commercial version. The difference is that the trial will work for 5 days and will not require any license. 2.3 Installation Process In order to add the Cloning functionality to your CRM environment, you will need Record Clone solution file and the license code. (Please note that license is not required for taking the 5-day free trial) To request the license code, please purchase the add-on from IOTAP store and send the CRM Organization name to: support@iotap.com. For getting the Unique Organization name, please refer section: Appendix I: Getting Unique Organization Name 8

9 Installing the Record Clone Solution file: 9

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13 2.4 Activating the License To activate the license, please paste the license code in the Configuration page as shown below: Please remember to click Publish All Customizations button as shown below: 13

14 2.5 Assigning Security Role On importing the Clone solution file, the below security roles will become available: 1. IOTAP Clone (Admin): Apart from cloning and multi-cloning functionality, the admin will have the option to configure the fields that need to be excluded from cloning. 2. IOTAP Clone (User): Provides Clone functionality to user. 3. IOTAP Multi Clone (User): Provides Multi-Cloning functionality to user. 14

15 2.6 Creating a clone for Account record After the Record Clone solution has been imported, the Clone button will be available in the ribbon of the grid as well as the entity form. To create a copy of the record, select it and click the Clone button. 15

16 Similarly the Clone functionality will work for other supported entities. 2.7 Configuration - Excluding fields from Cloning In-order to exclude certain fields from getting cloned, make necessary configuration setting in the Clone Exclude section as shown below. Please note that the entity name as well as the comma separated list of field name needs to be the schema name. 16

17 2.8 Enable Event Logging To enable Event Logging: Browse to SettingsSolutionClone Double-Click to open configuration page, Click Settings and set checkbox to Enable Event Logging. Click Publish All Customizations If you get any error when using Clone functionality then 1. Enable Event log & try Cloning again. 2. Export Event log (Browse to SettingsClone Log and click Export to Excel ) 3. error details and Event log to support@iotap.com 17

18 2.9 Uninstallation process To uninstall clone, navigate to SettingsSolutions. Select RecordClone and click Delete as shown below: 18

19 2.10 EULA - END-USER LICENSE AGREEMENT FOR Record Clone Add-on IMPORTANT PLEASE READ THE TERMS AND CONDITIONS OF THIS LICENSE AGREEMENT CAREFULLY BEFORE CONTINUING WITH THIS PROGRAM INSTALL: This IOTAP End-User License Agreement ("EULA") is a legal agreement between you (either an individual or a single entity) and IOTAP for the software product identified above which includes associated software components, media, printed materials, and "online" or electronic documentation. By installing, copying, or otherwise using this PRODUCT, you agree to be bound by the terms of this EULA. This license agreement represents the entire agreement concerning the program between you and IOTAP, (referred to as "licenser"), and it supersedes any prior proposal, representation, or understanding between the parties. If you do not agree to the terms of this EULA, do not install or use the SOFTWARE PRODUCT. The SOFTWARE PRODUCT is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The SOFTWARE PRODUCT is licensed, not sold. This Software is available for license solely to SOFTWARE owners, with no right of duplication or further distribution, licensing, or sub-licensing. IF YOU DO NOT OWN THE SOFTWARE, THEN DO NOT DOWNLOAD, INSTALL, COPY OR USE THE SOFTWARE. Please note that the demo version does not need any licensing and is free to use till 48 hours after the installation. IOTAP grants to you a non-transferable and non-exclusive right to use the copy of the Software provided with this EULA. This software solution has been licensed for a single CRM Organization only. You agree that you may not copy the written materials accompanying the Software. Modifying, translating, renting, copying, transferring or assigning all or part of the Software, or any rights granted here under, to any other persons and removing any proprietary notices, labels or marks from the Software is strictly prohibited. Furthermore, you hereby agree not to create derivative works based on the Software. You may not transfer this Software. Without prejudice to any other rights, IOTAP may terminate this EULA if you fail to comply with the terms and conditions of this EULA. In such event, you must destroy all copies of the SOFTWARE PRODUCT in your possession. Limitation of Liability In no event shall IOTAP be liable for any damages (including, without limitation, lost profits, business interruption, or lost information) rising from the use of the program or accompanying documentation. You acknowledge that the license fee reflects this allocation of risk. 19

20 2.11 Appendix - I: Getting Unique Organization Name: In-order to access the Unique Organization name, please navigate to: Settings Customizations Developer Resources In the above example, the Unique Organization name is: alphagroup1 20

21 2.12 Appendix - II: Feature Comparison between Lite & Premium Features Record Clone Lite Record Clone Premium Clone Opportunity & related Opportunity Products Clone Quote & related Quote Products Clone Invoice & related Invoice Products Clone Order & related Order Products Clone Opportunity Products Clone Quote Products Clone Invoice Products Clone Order Products Clone - Accounts Clone - Contacts Clone Leads Clone Product Clone Case Exclude fields from entity that should not be cloned Works from Form, Grid, Outlook Upgrade to Customization services (for Cloning custom and related entities) One year support 21

22 3 IOTAP CRM Services IOTAP is a MS Gold Certified Partner and MS Business Solution Partner. IOTAP works as an implementation partner for Microsoft CRM customers. Our staff is comprised of experienced engineers and consultants who are certified on both MS CRM and.net platforms. Our flexible engagement model allows our customers to scale up and down the resource pool. CRM Services Administration & Configuration Customization & Development o Forms Customization o CRM SDK Programming o Custom Workflows o Plugins Development Upgrades and Migrations to MS CRM 2011 and CRM Online Integration from other systems Reports Business Intelligence and SSRS Testing and Quality Assurance Requirements Gathering & Specifications development Gap Analysis & Effort Estimation End User & Administrator Training Support & Maintenance 22

23 Offshore Engagement Model Dedicated Resources: The cost is based on a flat monthly fee for the resource based on experience level and duration of the commitment. In this model we would act as an extension of your team with a dedicated team member. Monthly costs range from $6500 to $7500. Project based Fixed Price: We execute a specific scope of services at a Fixed Price. You provide us with a specific set of requirements and a specifications document and we deliver an estimate and the solution. We manage the project deliverables and resources. The cost for this is based on the estimates. This sort of engagement is appropriate for projects that require more than 100 hours in duration with clear scope and documentation. Block Hours and T&M**: Ideally suited for on-going support engagements or where the scope is not clear. This is a block of consulting hours that can be used during the month. Unused hours are rolled over for 2 months and then capped for 2 months and SLA based model is followed for delivery. Monthly Block( Hours) Rate( $ ) 100 hours or less OUR SLA**: Our SLA can be customized for your needs Priority Low Medium High Critical Description Minor Issue, which does not impact the production environment Form error that does not directly impact a job on production Feature or Suggestion for enhancement. An issue affecting production environment at a minor level. Very limited direct impact on operation. An issue affecting production environment at a major level. Production environment is operational Long-time adverse effects can lead to productivity being hindered. Severe impact on business operations. Production environment are completely inoperable. Major restoration or Project at mission critical stage. Direct impact on the business revenue Plaza America Dr. Suite 2000, Reston, VA 20190, USA Phone: sales@iotap.com Website: 23