AvePoint Pipeline Pro 2.0 for Microsoft Dynamics CRM

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1 AvePint Pipeline Pr 2.0 fr Micrsft Dynamics CRM Installatin and Cnfiguratin Guide Revisin E Issued April

2 Table f Cntents Abut AvePint Pipeline Pr... 3 Required Permissins... 4 Overview f Installatin and Cnfiguratin... 5 Imprting the Pipeline Pr Slutin... 6 Registering a License Creating a Prfile Cnfiguring Pipeline Pr Prfiles Ranking Pipeline Pr Prfiles Helpful Ntes fr Prfiles Granting the Security Rle Using AvePint Pipeline Pr Ntices and Cpyright Infrmatin

3 Abut AvePint Pipeline Pr AvePint Pipeline Pr fr Micrsft Dynamic CRM empwers business users t be mre prductive when preparing fr custmer interactin n the g. Pipeline displays all pen Entities in a cnslidated interface fr mbile devices, prviding quick and easy ways t adjust Entities prbabilities and clse dates and display a visual graph f relevant Entities fr yurself, a regin, a team, r a set f particular users. AvePint Pipeline Pr supprts Micrsft Dynamics CRM 2013 (Online and On-Premises) and Micrsft Dynamics CRM 2011 (Online and On-Premises). AvePint Pipeline Pr is available in the fllwing languages: English Japanese 3

4 Required Permissins T install and use Pipeline Pr Slutin prperly, ensure that the permissin requirements are met: The user wh imprts Pipeline Pr Slutin t Micrsft Dynamics CRM has the System Administratr security rle fr Micrsft Dynamics CRM. The user wh uses Pipeline fr Micrsft Dynamics CRM has the AvePint Pipeline Pr User Accunt security rle fr Micrsft Dynamics CRM. The user wh manages Pipeline prfiles has the fllwing permissins: Read permissin t Entity, Field, Relatinship, System Frm, View, and Web Resurce. Read and Write permissins t AvePint Pipeline Cnfiguratin Organizatin. Create, Read, Write, Delete, Assign, and Share permissins t AvePint Pipeline Prfile Organizatin. 4

5 Overview f Installatin and Cnfiguratin T prperly install, the fllwing steps must be perfrmed in this rder. Click the link t jump t the crrespnding sectin. Use the system administratrs fr Micrsft Dynamics CRM t cmplete the fllwing steps: Imprting the Pipeline Pr Slutin Registering a License Creating a Prfile Cnfiguring Pipeline Pr Prfiles Ranking Pipeline Pr Prfiles Granting the Security Rle Use the system administratrs r the AvePint Pipeline Pr user accunts t cmplete the fllwing steps: Installing Pipeline n yur Windws 8 Operating System After yu cmplete the steps abve, Pipeline will use the AvePint Pipeline prfile cnfigured in Dynamics and lad the cnfiguratin. If the steps abve are nt cnfigured, Pipeline will use default settings. Using AvePint Pipeline 5

6 Imprting the Pipeline Pr Slutin The Pipeline Pr Slutin must be imprted int Dynamics befre any f its functinality can be leveraged. Fllw the steps belw t imprt the Pipeline Pr Slutin int Micrsft Dynamics CRM 2013/ Lg int Micrsft Dynamics CRM 2013/2011. *Nte: The user wh lgs int Micrsft Dynamics must have the System Administratr security rle fr Micrsft Dynamics CRM t imprt the Pipeline slutin. *Nte: The screenshts in this guide were captured in a Micrsft Dynamics CRM 2013 envirnment using Micrsft Internet Explrer Navigate t SETTINGS > CUSTOMIZATIONS > Slutins. Click Imprt n the ribbn t imprt the slutin. The Select Slutin Package pp-up windw appears. Figure 1: Clicking Imprt t imprt the slutin (Micrsft Dynamics CRM 2013 shwn). 4. In the Select Slutin Package pp-up windw, click Brwse. Lcate and select the AvePint_Pipeline_Pr_Managed_Serial_Number.zip file that cntains the slutin. Figure 2: The Select Slutin Package pp-up windw (Micrsft Dynamics CRM 2013 shwn). 6

7 5. 6. Click Next, the Slutin Infrmatin page appears. In the Slutin Infrmatin page, verify the slutin Name, Publisher, and Package Type. Figure 3: The Slutin Infrmatin page (Micrsft Dynamics CRM 2013 shwn). 7. If desired, yu can view the details f the slutin package. a. Click View slutin package details fr mre details. Slutin Details Displays the versin, package type, and s n. Publisher Details Displays the detailed infrmatin f the publisher. Slutin Cmpnents Displays the slutins cmpnents that will be imprted. b. Click Clse t return t the Slutin Infrmatin page. c. Click Next t cntinue. 7

8 Figure 4: The Slutin Details and Publisher Details page (Micrsft Dynamics CRM 2013 shwn). 8. If using Micrsft Dynamics CRM 2013, select the Enable any SDK message prcessing steps included in the slutin checkbx shwn belw t cmplete the imprt prcess. If using Micrsft Dynamics CRM 2011, this checkbx is Activate any prcesses and enable any SDK message prcessing steps included in the slutin. Figure 5: The Imprt Optins page (Micrsft Dynamics CRM 2013 shwn). *Nte: If the checkbx described abve is nt selected, the steps t install the plug-in will nt be activated and the prcess will nt cmplete. 9. If using Micrsft Dynamics CRM 2013, click Imprt and wait fr the peratin t cmplete. If using Micrsft Dynamics CRM 2011, this buttn is Next. 8

9 Figure 6: The Imprting Slutin page (Micrsft Dynamics CRM 2013 shwn). 10. After the slutin imprts successfully, click Clse t clse the Imprting Slutin page. 11. Verify that the AvePintPipelinePr slutin is displayed in the All Slutins list. Figure 7: The AvePintPipelinePr slutin (Micrsft Dynamics CRM 2013 shwn). 9

10 Registering a License After imprting the AvePint Pipeline Pr Slutin, yu have a 30-day trial. After that, a license must be applied. Refer t the instructins belw: After imprting the slutin, refresh Micrsft Dynamics CRM. T g t License Manager, cmplete the fllwing steps: If using Micrsft Dynamics CRM 2013: i. Hver the muse n the Micrsft Dynamics CRM, and then select SETTINGS frm the drp-dwn menu. ii. Click SETTINGS n the ribbn, and then select AVEPOINT PIPELINE PROFILES frm the drp-dwn menu. Figure 8: Clicking AVEPOINT PIPELINE PROFILES (Micrsft Dynamics CRM 2013 shwn). iii. Click the MORE COMMANDS ( ) buttn n the ribbn, and then select License Manager frm the drp-dwn menu. The Pipeline Pr Registratin ppup windw appears. Figure 9: The Pipeline Pr Registratin pp-up windw (Micrsft Dynamics CRM 2013 shwn). 10

11 If using Micrsft Dynamics CRM 2011: i. Navigate t Settings > Custmizatin > AvePint Pipeline Prfiles. ii. Click License Manager n the ribbn. The Pipeline Pr Registratin interface appears Open the license file using Ntepad and cpy all f the cntent within it int the blank text bx n the Pipeline Pr Registratin interface. Click Apply t apply the license. The Pipeline Pr License Agreement pp-up windw appears. Figure 10: The Pipeline Pr License Agreement pp-up windw (Micrsft Dynamics CRM 2013 shwn) Select the I accept the terms in the license agreement checkbx, and then click Save. After the license applied successfully, the license infrmatin is displayed in the License Details area. Prduct The prduct infrmatin that the license is applied t. License Type Display the license type infrmatin. Dem The validity perid is 30 days. Enterprise The frmal license t register the prduct. The validity perid in this License is accrding t yur purchase. Number f Licenses The ttal number f the users wh can use the Pipeline slutin is displayed here. If there are mre active users than the allwed number f users, the excess number f thse users will be displayed in red. Cntact an AvePint representative t purchase an apprpriate license. 11

12 Organizatin GUID The GUID f the rganizatin that has installed the Micrsft Dynamics CRM. This is used when yu want t purchase the Enterprise license. Validity Perid The validity perid that yu can use the Pipeline Pr slutin. Figure 11: Successfully applied the license (Micrsft Dynamics CRM 2013 shwn). 7. Click the clse ( ) buttn t clse the Pipeline Pr Registratin pp-up windw. 12

13 Creating a Prfile Use the AvePint Pipeline prfiles t custmize yur wn AvePint Pipeline app. Yu can select the desired functins t use in the app while cnfiguring these prfiles. T create a new AvePint Pipeline Prfile, refer t the instructins belw: In the AvePint Pipeline Prfiles tab, click NEW n the ribbn. The New AvePint Pipeline Prfile interface appears. Cnfigure the fllwing settings: Prfile Name Enter a name fr the prfile yu are abut t create. Owner Enter an wner fr this prfile. The default wner is the lgin user f Dynamics. If using Micrsft Dynamics CRM 2013,click the search ( ) buttn and select the Lk Up Mre Recrds link frm the drp-dwn list. In the Lk Up Recrd pp-up windw, enter yur search criteria t select anther user r team t wn the prfile. If using Micrsft Dynamics CRM 2011, the Lk Up Recrd pp-up windw appears after clicking the search ( ) buttn. Prfile Status Select a status fr this prfile. 3. Publish t Owner The prfile can nly be used by the wner. Publish t Everyne The prfile can be used by ther users f Dynamics. Descriptin Enter an ptinal descriptin fr this prfile. Click SAVE t save the newly created prfile. 13

14 Cnfiguring Pipeline Pr Prfiles Pipeline Pr prfiles define the desired entities, views, filters, and fields t manage in the Pipeline app. Yu can als select the desired fields that will be displayed in Pipeline View and Details View. Cmplete the fllwing steps t cnfigure a Pipeline Pr prfile: On the AvePint Pipeline Prfiles tab, select the newly created prfile. T g t the Cnfigure Pipeline interface: If using Micrsft Dynamics CRM 2013, click the MORE COMMANDS ( ) buttn n the ribbn, and then select Cnfigure Pipeline frm the drp-dwn menu. The Cnfigure Prfile interface appears. If using Micrsft Dynamics CRM 2011, click Cnfigure Pipeline n the ribbn. The Cnfigure Pipeline interface appears. Entity Page Cnfigure the Entities, views, and filter cnditins fr a Pipeline Pr prfile. a. Entities Drag ne r mre Entities frm the Entities Explrer t the Entities field. Yu must have at least ne Entity in the Entities field. The Opprtunities Entity appears in the Entities field by default. Hwever, yu can drag it back t Entities Explrer after dragging ne r mre ther Entities frm the Entities Explrer. b. View Management Define the views fr each Entity. All f the views yu can use in Pipeline are displayed in the View Explrer. T define the views fr each Entity, cmplete the fllwing steps: i. Select an Entity frm the Entities field. ii. Drag ne r mre views frm the View Explrer field. *Nte: At least ne view is required fr each Entity. iii. Select Enable persnal views checkbx in the Persnal View field if yu want t use persnal views fr the selected Entity. iv. Cmplete the steps abve t cnfigure views fr the ther Entities. c. Click Sketch Map t view the crrespnding lcatins f the specified views in Pipeline. d. Click Next t prceed t the next page. *Nte: Yu must define views fr all f the Entities cnfigured in the Entities interface. Otherwise, the interface will nt advance t the next page, even after clicking Next. e. Filter Cnfiguratin Define the filter cnditins fr each Entity cnfigured in the Entities interface. All f the filter cnditins available in Pipeline are displayed in the Field Explrer. T cnfigure the filter cnditins fr each Entity, cmplete the fllwing steps: 14

15 i. Select an Entity frm the Entities field. ii. Drag ne r mre filters frm the Field Explrer field. *Nte: At least ne filter is required fr each Entity. iii. Cmplete the steps abve t cnfigure filters fr all ther Entities. f. Click Sketch Map t view the crrespnding lcatins f the specified filter cnditins in Pipeline. g. Click Next t prceed t the next page. 4. Pipeline Page Cnfigure the fields yu wuld like t map t the Pipeline view and display in the details page fr each Entity. a. Pipeline View Select the fields yu wuld like t map t the Pipeline view fr each Entity. i. View the type f the field in the Pipeline View clumn. ii. Select the field f the crrespnding type frm the Field Type drp-dwn list in the Field Explrer clumn. The fields f the selected type are displayed in the Field Explrer clumn. *Nte: The field that yu drag frm the Field Explrer list must be the same type f field as the destinatin. Fr example, if the type f the Tpic field is String, yu can nly drag a field whse Type is String frm the Field Explrer. iii. Drag ne r mre displayed fields t the crrespnding filed in the Pipeline View clumn. iv. Cmplete the steps abve t cnfigure the ther fields fr this Entity. v. In the Adjustment Settings filed, select a way t adjust the selected Entity. Adjust EntityName accrding t estimated clse date Adjusts the selected Entity in Pipeline accrding t the estimated clse date f this Entity. Adjust EntityName accrding t prbability Adjusts the selected Entity in Pipeline accrding t the prbability f this Entity. Yu can select either f these tw checkbxes r select bth f them. vi. Select anther Entity frm the Entities clumn and then cmplete the steps abve t cnfigure fields fr the selected Entity. b. Click Sketch Map t view the crrespnding lcatins f the Pipeline view in Pipeline. c. Click Next t prceed t the next page. d. Details View Select the fields t display in the details page fr each Entity in Pipeline. Yu can add a field by dragging ne t the General Infrmatin clumn r the Line 15

16 Items clumn frm the Field Explrer. T cnfigure the Details View fr each Entity, cmplete the fllwing steps: i. Drag ne r mre fields frm the Field Explrer in the upper-right crner f the interface t the General Infrmatin clumn. ii. Select an Entity frm the Entity drp-dwn list and a view frm the View drpdwn list in the Field Explre in the lwer-right crner f the interface. iii. Drag ne r mre fields frm the Field Explrer t the Line Items clumn. iv. Select anther Entity by clicking it in the Entities clumn and then repeat the steps abve t cnfigure the fields fr the selected Entity. e. Click Sketch Map t view the crrespnding lcatins f the specified fields in Pipeline. 5. Click Save t save changes t this prfile. 16

17 Ranking Pipeline Pr Prfiles After cnfiguring the Pipeline Pr prfiles, change the rder f each prfile t decide which prfile will be first used by the Pipeline app. Fr mre infrmatin n which prfile will be used by the Pipeline app under different circumstances, refer t Helpful Ntes fr Prfiles. T rank the Pipeline Pr prfiles, they must first be cnfigured. Cmplete the fllwing steps t rank Pipeline Pr Prfiles: Return t the AvePint Pipeline Prfiles tab. If using Micrsft Dynamics CRM 2013, click MORE COMMANDS ( ) buttn, and then select Rank Settings frm the drp-dwn menu t rank the Pipeline Pr prfiles. The Rank Prfiles interface appears. If using Micrsft Dynamics CRM 2011, click Rank Settings n the ribbn. The Rank Prfiles interface appears. In the Rank Prfiles interface, yu can cnfigure and view the fllwing settings: Pririty Chse the pririty f each Pipeline Pr prfile. Prfile Name Displays the name f each Pipeline Pr prfile. Prfile Status Displays the status f each Pipeline Pr prfile. Owner Displays the wner f each Pipeline Pr prfile. *Nte: Prfiles that have nt yet been cnfigured are displayed in the Prfile Nt Cnfigured field. Fr mre infrmatin n hw t cnfigure the Pipeline Pr prfiles, refer t Cnfiguring Pipeline Pr Prfiles. Click the dwn arrw ( ) buttn in the Pririty clumn. A drp-dwn list appears. Rank the Pipeline Pr prfile by selecting a number frm the drp-dwn list. Click Save t save the cnfiguratins. Helpful Ntes fr Prfiles The fllwing situatins explain when and which AvePint Pipeline Pr prfile will be used by Pipeline. If nly the Publish t Owner prfiles exist in Dynamics: If the user lgging int Pipeline is the wner f ne f the prfiles, the prfile whse wner is this user will be used by Pipeline. If the user lgging int Pipeline is the wner f mre than ne prfile, the prfile with the highest pririty will be used by Pipeline. 17

18 If the user lgging int Pipeline is nt the wner f the Publish t Owner prfiles, the default template in the Pipeline app will be used by Pipeline. If nly the Publish t Everyne prfiles exist in Dynamics, the prfile with the highest pririty will be used by Pipeline. If bth the Publish t Owner and Public t Everyne prfiles exist in Dynamics: If the user lgging int Pipeline is the wner f mre than ne Publish t Owner prfile, the Publish t Owner prfile with the highest pririty will be used by Pipeline. If the user lgging int Pipeline is nt the wner f a Publish t Owner prfile, the Publish t Everyne prfile with the highest pririty will be used by Pipeline. If neither Publish t Owner nr Publish t Everyne prfile exists in Dynamics, the default template in the Pipeline app will be used by Pipeline. 18

19 Granting the Security Rle After the AvePint Pipeline Pr slutin is imprted t Dynamics, the AvePint Pipeline Pr User Accunt rle will be autmatically created in Dynamics. Only users wh have this security rle r a security rle with higher permissins can use AvePint Pipeline Pr Prfile in Pipeline. Users whse permissins are less than this security rle will use the default prfile in Pipeline. Refer t the instructins belw t assign security rles t users. *Nte: Users wh have the System Administratr security rle can assign security rles t users If using Micrsft Dynamics CRM 2013, click SETTINGS n the ribbn, and then select ADMINISTRATION frm the drp-dwn menu. If using Micrsft Dynamics CRM 2011, navigate t Settings > System > Administratin. Click Users r Teams. Figure 12: Clicking Users r Teams (Micrsft Dynamics CRM 2013 shwn) Select a user/team. If using Micrsft Dynamics CRM 2013, click MORE COMMANDS ( ) buttn, and then select Manage Rles frm the drp-dwn menu. If using Micrsft Dynamics CRM 2011, click Manage Rles n the ribbn. 19

20 5. The Manage Team Rles r Manage User Rles pp-up windw appears. Figure 13: Clicking Manage Rles (Micrsft Dynamics CRM 2013 shwn) Select the AvePint Pipeline Pr User Accunt checkbx r ther rle s checkbx as desired. Click OK t save changes. Click Administratin n the ribbn. Click Security Rles. The Security Rles page appears. 20

21 10. Click AvePint Pipeline Pr User Accunt rle t view the detailed permissin f this security rle: Figure 14: The permissins under the Custm Entities tab (Micrsft Dynamics CRM 2013 shwn). Figure 15: The permissins under the Custmizatin tab (Micrsft Dynamics CRM 2013 shwn). 21

22 Using AvePint Pipeline Pr Yu can use AvePint Pipeline Pr free f charge fr 30 days. After that, cntact an AvePint representative fr assistance with purchasing an Enterprise license. Fr mre infrmatin n hw t use AvePint Pipeline, refer t the AvePint dem vide site here: 22

23 Ntices and Cpyright Infrmatin Ntice The materials cntained in this publicatin are wned r prvided by AvePint, Inc. and are the prperty f AvePint r its licensrs, and are prtected by cpyright, trademark and ther intellectual prperty laws. N trademark r cpyright ntice in this publicatin may be remved r altered in any way. Cpyright Cpyright AvePint, Inc. All rights reserved. All materials cntained in this publicatin are prtected by United States and internatinal cpyright laws and n part f this publicatin may be reprduced, mdified, displayed, stred in a retrieval system, r transmitted in any frm r by any means, electrnic, mechanical, phtcpying, recrding r therwise, withut the prir written cnsent f AvePint, 3 Secnd Street, Jersey City, NJ 07311, USA r, in the case f materials in this publicatin wned by third parties, withut such third party s cnsent. Ntwithstanding the freging, t the extent any AvePint material in this publicatin is reprduced r mdified in any way (including derivative wrks and transfrmative wrks), by yu r n yur behalf, then such reprduced r mdified materials shall be autmatically assigned t AvePint withut any further act and yu agree n behalf f yurself and yur successrs, assigns, heirs, beneficiaries, and executrs, t prmptly d all things and sign all dcuments t cnfirm the transfer f such reprduced r mdified materials t AvePint. Trademarks AvePint, DcAve, the AvePint lg, and the AvePint Pyramid lg are registered trademarks f AvePint, Inc. with the United States Patent and Trademark Office. These registered trademarks, alng with all ther trademarks f AvePint used in this publicatin are the exclusive prperty f AvePint and may nt be used withut prir written cnsent. Micrsft, MS-DOS, Internet Explrer, Micrsft Office SharePint Servers 2007/2010/2013, SharePint Prtal Server 2003, Windws SharePint Services, Windws SQL server, and Windws are either registered trademarks r trademarks f Micrsft Crpratin. Adbe Acrbat and Acrbat Reader are trademarks f Adbe Systems, Inc. All ther trademarks cntained in this publicatin are the prperty f their respective wners and may nt be used withut such party s cnsent. Changes The material in this publicatin is fr infrmatin purpses nly and is subject t change withut ntice. While reasnable effrts have been made in the preparatin f this publicatin t ensure its accuracy, AvePint makes n representatin r warranty, expressed r implied, as t its cmpleteness, accuracy, r suitability, and assumes n liability resulting frm errrs r missins in this publicatin r frm the use f the infrmatin cntained herein. AvePint reserves the right t make changes in the Graphical User Interface f the AvePint sftware withut reservatin and withut ntificatin t its users. AvePint, Inc. Harbrside Financial Center, Plaza 10 3 Secnd Street, 9th Flr Jersey City, New Jersey USA 23

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