SolutionPak: Invoice History for Microsoft Dynamics CRM 2011

SolutionPak: Invoice History for Microsoft Dynamics CRM 2011

September 11, 2012

Important Notice

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, photocopying, recording, or otherwise, without prior written consent of Scribe Software Corporation. No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this book, Scribe Software Corporation assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice. Scribe Software Corporation makes no representations or warranties, either expressed or implied, by or with respect to anything in this manual, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages.

Disclaimer

The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted.

Trademarks

Scribe Online is a trademark of Scribe Software Corporation. All other products or services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations. Scribe Software Corporation disclaims any responsibility for specifying which marks are owned by which companies or organizations.

Publishing Information

? 1996 - 2012 Scribe Software Corporation. All rights reserved.

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

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download