SolutionPak: Invoice History for Microsoft Dynamics CRM 2011
SolutionPak: Invoice History for Microsoft Dynamics CRM 2011
September 11, 2012
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Publishing Information
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Introduction
i
Table of Contents
Introduction
1
Who Should Use This Guide
1
SolutionPak Overview
2
Integration Touch Points ? Dynamics CRM
2
Resources
2
Expectations about the Source Data
3
Deployment Check List
4
Setting Up Dynamics CRM
5
The Dynamics CRM Solution
5
Import the Dynamics CRM Solution
5
Set Up Scribe Security Role
8
Setting Up Duplicate Detection Jobs in Dynamics CRM
9
Setting up a View in Dynamics CRM to assist with Data Quality
12
Setting up Scribe Online
15
Setting Up the Scribe Online Organization - For Customers
15
Setting Up the Scribe Online Organization - For Partners
15
Installing the Scribe Online On-Premise Agent
16
Adding Connections for Your Solution
17
Adding Lookup Tables
20
Adding Solutions and Importing Maps
20
Initial Synchronization Models
22
Overview
22
Data Maintenance after the Initial Synchronization
23
Setting Up Account Number Matching Using Export to Microsoft Excel
23
Using the Duplicate Account Number Rule
26
ii
Scribe Software
Using the Duplicate Customer Name and Address Rule
28
Summary
29
Record Ownership within Dynamics CRM 2011
30
Setting User Record Ownership in Dynamics CRM 2011
30
Changing the Source of the SolutionPak
32
Scribe Online Functions and Formulas
37
Scribe Online Function Help
37
Scribe Online Formula Editor
38
Scribe Online Commonly Used Functions
38
Introduction
iii
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