CRM Word Interface. Installation and configuration manual. CRMWordInterface for Microsoft Dynamics CRM. to Version 8.1.0

Transcription

1 CRM Word Interface Installation and configuration manual CRMWordInterface for Microsoft Dynamics CRM to Version 8.1.0

2 Content 1. Preface Installation Requirements Installation guidelines Importing the solution... Fehler! Textmarke nicht definiert Request a licence Importing the licence key Configuring the interface New update of the Word interface for Microsoft Dynamics CRM... Fehler! Textmarke nicht definiert. 3. Uninstalling the Word interface Seite 2 von 14

3 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 In the following pages you will find detailed instructions on installing and configuration details. Seite 3 von 14

4 2. Installation 2.1. Requirements You need Microsoft Dynamics 365 and the actual Version of CRM Word Interface from AppSource Installation guidelines Request a licence Now you need the respective licence key for your interface. Open the imported solution by double clicking on it. The following window appears. Click on the Request Licence button (third button situated in the lower right area) and follow the instructions of the pop-up window. Seite 4 von 14

5 Only with these information are we able to generate your licence, which is sent to you immediatly per . Seite 5 von 14

6 Importing the licence key You received the licence key from us Open the imported solution of the Word interface again and click the Import Licence button. Please copy the entire licence key into the upper part of the window. The end user licence agreement (EULA), which you contract with the Donaubauer Aktiengesellschaft by installing the CRM Word interface, is listed in the lower part. Read this contract carefully before you continue installing the software. You can accept the licence agreement settlements by ticking the lower left field. Complete this process by clicking the OK button. If you do not want to contract the licence agreement, use the Cancel button in the lower left corner of the window and uninstall the CRM Word interface in accordance with point 2.4 of this manual. Seite 6 von 14

7 After importing the licence key, the Licence information field is automatically completed with the latest data of your licence key. All entities are listed in the ISV Customization field, which is situated in the upper part of the window. (Due to the number of entities, the view can be expanded with the lower and the right scroll bar). Seite 7 von 14

8 Configuring the interface All entities used for creating Word documents need to be configured accordingly. A box is placed before the display name in the ISV Customizations section. All entites which are supposed to create Word documents by means of the Word interface are marked by ticking the resprecitve box. The process is completed by clicking the Save customizations button. Seite 8 von 14

9 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. 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 Donaubauer AG with the entities Word Templates ; Configuration and EventLogs. All entites which you selected to work with the Word interface, are listed in this solution. In the Configuration entity Seite 9 von 14

10 the CRM Word interface application is shown. The current licence key is displayed here. The eventlog entity does not list any entries so far. If errors appear while using the Word interface, they will be documented in this tool. 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. Open the solution of the Word interface (crmwordinterface) and click the Import Demo Template button. Seite 10 von 14

11 The demo template can be found in the Active Word templates view. The Word button is activated and displayed in all entities you selected (in our example: quotes). You may now use the Word interface. Seite 11 von 14

12 3. Uninstalling the Word interface In order to deactivate the interface, please proceed as follows. In the sitemap, go to Settings, then in the left application area open the entity Solutions and open the solution crmwordinterface. In the ISV customizations section, the entities you selected to work with the Word interface are ticked. Please un-tick all entities and complete the process by clicking the Save customizations button. This process can take between a several seconds and a few minutes, depending on the system performance. Seite 12 von 14

13 Subsequently,select the solutions cwicustomizations and crmwordinterface one by one in the Solutions entity and remove them with the Delete button in the toolbar. A correct order of deleting the solutions must not be considered. 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. Your Word interface is now entirely uninstalled. Seite 13 von 14

14 Should you have any questions regarding the CRM Word interface 2011 or need further support, do not hesitate to contact us. Wurzener Straße Dahlen / Sa. Tel.: +49 (34361) Fax: +49 (34361) Mail: sales@donaubauer.com Web: Additional information on the Word-Interface: Vorstand: Andreas Donaubauer Aufsichtsratsvorsitzende: Andrea Striegler Amtsgericht Leipzig HRB Ust.-ID: DE Seite 14 von 14