Installation & Configuration AddOn CopyObjects

Transcription

1 Installation & Configuration AddOn CopyObjects Copy objects of any entity including linked objects at a click of a button Version for Microsoft Dynamics CRM 2013 & 2015 Date 2. April 2015 Content 1. Objective Benefits Example Installation Configuration... 4 General... 4 Settings... 4 License... 5 Support Application... 7 Copy Objects Buying a License... 7 Version 1.0 Page 1 of 7

2 >> The user requires the necessary admin rights to install an AddOn << 1. Objective The objective is a quick and easy creation of templates and reusability of existing entities. Easy copying of objects from standard or custom entities is allowed in Microsoft Dynamics CRM at a click of a button. If required, linked objects can also be copied from entities. 2. Benefits Save time when capturing new objects Improved data quality / input quality thanks to templates Compliance with in-company specifications via duplication of a status quo Easy to use at a click of a button 3. Example Invoices with invoice items are to be created as templates. Using CopyObjects, you can generate a new invoices from a template and customize it as required (e.g. change customer or add additional invoice items) at the click of a button. Likewise, you can now quickly and easily create recurring invoices such as monthly invoices without errors. Version 1.0 Page 2 of 7

3 4. Installation Please note that the installation of an AddOn requires the appropriate administration rights. You can find a general installation instruction online at under the navigation item "A-Z / Installation". Screenshot: Installation Description Version 1.0 Page 3 of 7

4 5. Configuration The following basic settings have to be checked: General Check whether the AddOn was registered correctly and whether a valid license is available. Screenshot: Tab "General" for Dynamics CRM 2013/2015 Settings The AddOn is configured via the CopyObjects_Config entity. Screenshot: Configuration via entity CopyObjects_Config The configuration is performed exclusively using XML. The Basic Installation of the AddOn includes a sample XML for the entities "Invoice" and "Contact". Version 1.0 Page 4 of 7

5 For questions regarding the configuration, please contact the CRMBricks.com distribution partner from which the AddOn was purchased.. License The license overview provides the information on the following: - Validity of the license - Version Number of AddOn - Number of Users - Validity period of the Software Assurance In addition, it is possible to check for any newly available licenses, which will be issued after each extension of the Software Assurance validity period or, if required, to import licenses offline. Version 1.0 Page 5 of 7

6 Screenshot: License Support The Support page displays not only error messages that are related to the AddOn but also reproduces debugging activities. Normally "Error" should always be stored in the log settings. Screenshot: Support Version 1.0 Page 6 of 7

7 6. Application Copy Objects The AddOn Copy Objects copies the objects of standard or custom entities in Microsoft Dynamics CRM at a click of a button with the option of including linked objects. Can be used for standard and custom entities Linked objects can also be copied New templates can be created and reused Define which attributes are to be copied even at the field level. If required, copied objects can open automatically for quicker processing. 7. Buying a License If you have any questions or require further information, we are happy to help: Distribution of CRMBricks.com info@crmbricks.com Ph +41 (0) Enjoy working with your new AddOn from CRMBricks.com! Version 1.0 Page 7 of 7