Configuration Guide xrm1 Employee Cockpit CRM 2013, 2015 and CRM Online
|
|
- Suzan Byrd
- 8 years ago
- Views:
Transcription
1 Configuration Guide xrm1 Employee Cockpit CRM 2013, 2015 and CRM Online 1 General Information 2 Configuring and Customizing the xrm1 Employee Cockpit 3 Further information and Troubleshooting 1 General Information 1.1 The xrm1 Employee Cockpit This guide is about the configuration and customization of the xrm1 Employee Cockpit. All necessary information about the Employee Cockpit itself can be found in the CRM-Project and xrm1 HR Management User Manuals which can be downloaded from our website Namings When you are aware of customizing in Microsoft Dynamics CRM, you have a detailed knowledge of fields, forms etc. In this guide, we often talk about cockpits and containers. A cockpit is always a form in terms of Microsoft Dynamics CRM, a container is always a field. 2 Configuring and Customizing the xrm1 Employee Cockpit For all configurations and customizations of the xrm1 Employee Cockpit, go to Settings --> Customizations --> Customize the System --> Entities --> xrm1 Employee Cockpit in your Microsoft Dynamics CRM. When you have finished your customizations, click on Save and Close and the on Publish All Customizations. Version Rollup 17 or higher 1 / 10
2 2.1 Adding and removing forms To add new form, go to Settings --> Customizations --> Customize the System --> Entites --> xrm1 Employee Cockpit --> Forms --> New. Select the form typ you would like to add. A new window opens. To remove a complete form, just mark the respective form, click on the X and confirm. Version Rollup 17 or higher 2 / 10
3 2.2 Adding and removing containers (fields) Now, existing containers (which include grids) can be easily moved from the list at the right side to a section by drag & drop. Then, by doubleclicking the container, the field properties can be easily adapted. To remove a container, just click on Remove in the Home section. If you do so, the removed container appears again in the list of fields at the right side. For your convenience, all containers can be used in all cockpits. You can mix them as you like. Dependencies between containers Employee Cockpit form: If you remove the ribbon bar (see below, area 1) from the Employee Cockpit form, no navigation and changings in the grid or the chart are possible. You can just view the grid. However, the ribbon of the Employee Cockpit form will work if the Calendar grid (see below, area 2) or the list of activities (see below, area 3) is removed. Version Rollup 17 or higher 3 / 10
4 1 2 3 Rapid Time Entry form: If you remove the Attendance grid (see below, area 1) from the Rapid Time Entry form, the last three lines of the Raid Time Entry container (see below, area 2) are removed as well. If you remove the Rapid Time Entry container (see below, area 3), the Quick Edit form (see below, area 4) on the right will also disappear Version Rollup 17 or higher 4 / 10
5 2.3 Sections and Tabs Sections and tabs are only used for arranging the containers, e. g. to put two containers next to each other, you have to select a section or tab with at least two columns. To add sections and tabs, go to the Insert section and select what you would like to add. To remove a section or tab, just click on Remove in the Home section. 2.4 Adapting views The grids in the xrm1 Employee Cockpid are based on saved queries (views). To find out the respective grids, go to Settings --> Customizations --> Customize the System --> xrm1 Employee Cockpit --> Fields. For those entries which schema name has the format xrm1_xxx, the view can be adapted. Version Rollup 17 or higher 5 / 10
6 If a view needs to be adapted, the customization has to be proceeded in the respective entity itself, not in the xrm1 Employee Cockpit. Thus, to do so, go to Settings --> Customizations --> Customize the System --> Entites --> ENTITY NAME --> Views. Then click on the view to be changed and customize. Don t forget to save and publish your customizations. Version Rollup 17 or higher 6 / 10
7 2.4.1 General overview of all views The following tabe shows which container uses which view (saved query): Container(s) Underlying entity View GUID 'xrm1_grid' 'xrm1_calendar' 'xrm1_chart_total_hours' Activity (activitypointer) Employee Cockpit Grid 7B52FA03-E0D8-E C29E59B89 'xrm1_chart_review_targe t_achievement' Performance Review (xrm1_review) My performance reviews last 5 years CC32D0E4-FE87-E311- A7A6-000C29E59B89 'xrm1_grid_leave_request s' Absence (itarapro_absence_admi nistration) My coming absences D5CE4F00-3BA6-E111- BBF7-000C29E59B89 'xrm1_grid_rapid_time_en try' Rendered Service (itarapro_provision_serv ice) Rapid Time Entry Grid F53FCFA8-BCFA-E311- AA2C-000C29E59B89 'xrm1_grid_target_achiev ement' Review Detail (xrm1_review_detail) My Open Targets A61D903A-0A8F-E311- A4C8-000C29E59B89 'xrm1_grid_receipts' Receipt (itaratrv_voucher) My Receipts 94CB0D83-FD87-E311- A7A6-000C29E59B89 'xrm1_grid_attendance' Attendance (xrm1_attendance) My Attendance C7A78BD6-14F6-E311- B C29E59B89 Remark: Due to mapping reasons, it is not possible to create new / additional views! However, customizations of the above listed views are possible without any problem! Specific behavior of the Rapid Time Entry Grid View For the Rendered Services that are created out of the Rapid Time Entry, the Rapid Time Entry View is used for customizations. All columns (=fields) of the Rendered Service appear in the Quick Edit view of the Rapid Time Entry (see below, area 2). The Regarding and Service columns are grouping and sort criteria and therefore appear in the grid. Columns (=fields) referring to the Regarding object (e.g. Owner of the project) appear in the Rapid Time Entry grid (see below, area 1), as they can be shown for the group of records. Version Rollup 17 or higher 7 / 10
8 Adding further content by using iframes You can add further content of your choice by using iframes. To do so, go to Settings --> Customizations --> Customize the System --> Entites --> xrm1 Employee Cockpit --> Forms. Doubleclick on the form you would like to change (e.g. Rapid Time Entry ). Version Rollup 17 or higher 8 / 10
9 Then select IFRAME in the Insert section. Fill out the fields of the opening Add an IFRAME window. Field Value Remark Name URL Security: Restrict cross- frame scripting Visibility Choose a unique name for your iframe Enter the URL of the content you would like to show Mark as checked Mark as checked The name of the iframe must have the following format: IFRAME_ xxx, e.g. IFRAME_xrm1_work_schedule If the iframe page is not displayed properly, your web browser might prevent the depiction (CrossDomain policy) Needs to be checked that the content will be shown Version Rollup 17 or higher 9 / 10
10 When finished, click on OK, Save and Close and Publish All Customizations. IMPORTANT: It is not possible to add more than one iframe per form! 3 Further information and Troubleshooting For more information about xrm1 Business Solutions or advanced configurations (similar to your specific requirements), we recommend taking a look at our standard xrm1 User Manuals, located on the website: Select the desired product. You will find the related user manual in the Resource Center of the product. If you are still facing problems, please contact our xrm1 Support. Version Rollup 17 or higher 10 / 10
Table of Contents. CRM-Project Rollup 16 and higher 2 / 13
Table of Contents 1 Personnel data of users 3 2 Connection of services and products 3 3 Behavior for relationships 6 4 Flagging own accounts 6 5 Customizing Employee Cockpit Mask 6 5.1 Modifying grids
More informationxrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, 97080 Würzburg, Germany, all rights reserved. DIN A4, v337
Table of Contents 1 Microsoft Project import 3 1.1 Prepare import 3 1.2 Process import 4 2 Microsoft Project export 5 The names of companies and products contained in this documentation may be covered
More informationxrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, 97080 Würzburg, Germany, all rights reserved. DIN A4, v337
Table of Contents 1 Project Management functions in Microsoft CRM 3 1.1 Projects 4 1.2 Gantt 4 1.3 Resource utilization 4 1.4 Team calendar 4 1.5 Orders 4 1.6 Timesheets 4 1.7 Accounts 4 1.8 Contacts 4
More informationInstalling and Configuring Microsoft Dynamics Outlook Plugin to Use with ipipeline MS CRM
Installing and Configuring Microsoft Dynamics Outlook Plugin to Use with ipipeline MS CRM Downloading 1. Download zip file for your version of Outlook (32-bit or 64-bit) and save to computer. (This is
More informationxrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, 97080 Würzburg, Germany, all rights reserved. DIN A4, v337
Table of Contents 1 Time entry via standard CRM activities 4 1.1 Tasks, phone calls, letters, faxes 4 1.2 E-mails 5 1.3 Appointments and service activities 6 2 Time entry via the Fast Time Entry mask 8
More informationSMS/Text Message Solution User Guide. How to send bulk SMS messages. Copyright 2013 xrm Consultancy Limited
SMS/Text Message Solution User Guide How to send bulk SMS messages Contents Contents... 2 Introduction... 3 Pre-requisites... 3 North52 Formula Manager... 3 Sending bulk SMS messages... 4 1. Set up workflow...
More informationMicrosoft SharePoint 2010 End User Quick Reference Card
Microsoft SharePoint 2010 End User Quick Reference Card Microsoft SharePoint 2010 brings together the people, documents, information, and ideas of the University into a customizable workspace where everyone
More information50 Best Practice Tips for Microsoft Dynamics CRM Christmas Lunch & Learn
SIMPLE BUSINESS CARD CAPTURE WITH CRM 50 BEST PRACTICE TIPS FOR MICROSOFT DYNAMICS CRM Chris Isbell Tip# 1 COOL TOOLS -WIRE FRAME COOLER TOOL CRM RIBBON WORKBENCH You don t need 37 pieces of Flair! Just
More informationModule A2 Item Activities, Gantt Chart and Utilization Sheet. A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet
Module A2 Item Activities, Gantt Chart and Utilization Sheet A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet 1 Assistance PSA: Advanced Functionalities Welcome to the Advanced Functionalities
More informationCHAPTER 11: SALES REPORTING
Chapter 11: Sales Reporting CHAPTER 11: SALES REPORTING Objectives Introduction The objectives are: Understand the tools you use to evaluate sales data. Use default sales productivity reports to review
More informationDynamics CRM Tips and Tricks
Dynamics CRM Tips and Tricks Steven Foster, CRM Product Manager Steven.foster@intergen.co.nz @FozzyNZ http://www.linkedin.com/in/stevefoster http://nakedcrm.com http://www.intergen.co.nz/blog #dynamicsday
More informationAbout the To-Do Bar in Outlook 2007
Exchange Outlook 007 How To s / Tasks (Advanced ) of 8 Tasks in the Microsoft Office system are similar to a to-do list. Tasks make it easy to use Microsoft Office Outlook 007 to organize your time and
More informationMS Excel Template Building and Mapping for Neat 5
MS Excel Template Building and Mapping for Neat 5 Neat 5 provides the opportunity to export data directly from the Neat 5 program to an Excel template, entering in column information using receipts saved
More informationDatabase Linker Tutorial
Database Linker Tutorial 1 Overview 1.1 Utility to Connect MindManager 8 to Data Sources MindManager 8 introduces the built-in ability to automatically map data contained in a database, allowing you to
More informationBefore you may use any database in Limnor, you need to create a database connection for it. Select Project menu, select Databases:
How to connect to Microsoft SQL Server Question: I have a personal version of Microsoft SQL Server. I tried to use Limnor with it and failed. I do not know what to type for the Server Name. I typed local,
More informationOUTLOOK 2010 TIPS TABLE OF CONTENTS 1. SEND A BLIND CARBON COPY MARQUETTE UNIVERSITY IT SERVICES
OUTLOOK 2010 TIPS TABLE OF CONTENTS 1.Send a Blind Carbon Copy... 1 2. Change the view of the Outlook window... 2 3. Use Out of Office Assistant... 2 4. Create Rules... 4 5. Use Autocomplete... 5 6. Request
More informationOutlook 2013 ~ Advanced
Mail Using Categories 1. Select the message that for the category. 2. Select the appropriate category. 3. The category color displays next to the message. Renaming Categories 1. Select a message. 2. Select
More informationOutlook Web App User Guide
Outlook Web App Table of Contents QUICK REFERENCE... 2 OUTLOOK WEB APP URL... 2 Imagine! Help Desk...... 2 OUTLOOK WEB APP MAIN WINDOW... 2 KEY NEW FEATURES... 3 GETTING STARTED WITH OUTLOOK... 4 LOGGING
More informationOffice 365 Employee Email San Jac Outlook 2013
Office 365 Employee Email San Jac Outlook 2013 Interface Overview 1. Quick Access Toolbar contains shortcuts for the most commonly used tools. 2. File tab (Backstage View) contains tools to manage account
More informationProperSync 1.3 User Manual. Rev 1.2
ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...
More informationCreate or customize CRM system dashboards
Create or customize CRM system dashboards Make the data that matters easily accessible to your teams in Microsoft Dynamics CRM For admins For admins Information is the oil of the 21st century, and analytics
More informationLearning Services IT Guide. Access 2013
Learning Services IT Guide Access 2013 Microsoft Access is a programme which allows you to store a lot of information easily in the form of a database. For example you could create a database which stored
More informationInstall and Troubleshoot Java
01 IG Markets Install and Troubleshoot Java Java software from Sun Microsystems is required to be installed to enable the use of IT-Finance Charts. If Java is not installed, or if there is a problem with
More informationSubscribe to RSS in Outlook 2007. Find RSS Feeds. Exchange Outlook 2007 How To s / RSS Feeds 1of 7
Exchange Outlook 007 How To s / RSS Feeds of 7 RSS (Really Simple Syndication) is a method of publishing and distributing content on the Web. When you subscribe to an RSS feed also known as a news feed
More informationWord 2010: Mail Merge to Email with Attachments
Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN
More informationCOURSE DESCRIPTION. Queries in Microsoft Access. This course is designed for users with a to create queries in Microsoft Access.
COURSE DESCRIPTION Course Name Queries in Microsoft Access Audience need This course is designed for users with a to create queries in Microsoft Access. Prerequisites * Keyboard and mouse skills * An understanding
More informationUSER MANUAL. Wireless Printing from OS X (Mac) Note: This manual is written for OS X version 10.7 and higher
Directie ITS Information and Technology Services USER MANUAL Wireless Printing from OS X (Mac) Note: This manual is written for OS X version 10.7 and higher This manual describes how to print with a wireless
More informationRecord Tagging for Microsoft Dynamics CRM
Record Tagging for Microsoft Dynamics CRM An easy and intuitive way to apply tags to records in CRM Why tagging? Tagging has become a very normal way for content creators and consumers to apply unstructured
More informationHow to install and use the File Sharing Outlook Plugin
How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.
More informationUsing Microsoft Office to Manage Projects
(or, Why You Don t Need MS Project) Using Microsoft Office to Manage Projects will explain how to use two applications in the Microsoft Office suite to document your project plan and assign and track tasks.
More informationAbout DropSend. Sending Files with DropSend
About DropSend DropSend is a service that allows businesses and individuals to send large files, store files online and collaborate in a quick and easy way. DropSend Business Plan will help your company
More informationMicroStrategy Desktop
MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from
More informationVirtual Contact Center
Virtual Contact Center MS Dynamics CRM Integration Configuration Guide Version 7.0 Revision 1.0 Copyright 2012, 8x8, Inc. All rights reserved. This document is provided for information purposes only and
More informationMicrosoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.
Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.
More informationOrgPublisher EChart Server Setup Guide
Table of Contents Table of Contents Introduction... 3 Role Requirements for Installation... 3 Prerequisites for Installation... 3 About OrgPublisher ECharts... 3 About EChart Rich Client Publishing...
More informationChapter 4. Suppliers
Chapter 4 Suppliers 87 88 Create a New Supplier Click Suppliers at top bar of buttons on main screen. Click New Supplier. Suppliers section New Supplier This will bring you to the Supplier Wizard section.
More informationMicrosoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365
1 C H A P T E R Microsoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365 1 MICROSOFT OUTLOOK 2013 AND OUTLOOK WEB ACCESS (OWA) Table of Contents Chapter 1: Signing Into the Microsoft Email System...
More informationMicrosoft PowerPoint 2008
Microsoft PowerPoint 2008 Starting PowerPoint... 2 Creating Slides in Your Presentation... 3 Beginning with the Title Slide... 3 Inserting a New Slide... 3 Slide Layouts... 3 Adding an Image to a Slide...
More informationExcel for Data Cleaning and Management
Excel for Data Cleaning and Management Background Information This workshop is designed to teach skills in Excel that will help you manage data from large imports and save them for further use in SPSS
More informationProject Server Plus Risk to Issue Escalator User Guide v1.1
Project Server Plus Risk to Issue Escalator User Guide v1.1 Overview The Project Server Plus Risk to Issue Escalator app will immediately raise a risk to an issue at the push of a button. Available within
More informationQuery 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9
TABLE OF CONTENTS Query 4 Lesson Objectives 4 Review 5 Smart Query 5 Create a Smart Query 6 Create a Smart Query Definition from an Ad-hoc Query 9 Query Functions and Features 13 Summarize Output Fields
More informationDon't have Outlook? Download and configure the Microsoft Office Suite (which includes Outlook)!
UVa Exchange Service Outlook 2013 Quickstart Guide Don't have Outlook? Download and configure the Microsoft Office Suite (which includes Outlook)! In this Quickstart Guide, you will learn to: Send and
More informationOracle Business Intelligence Publisher: Create Reports and Data Models. Part 1 - Layout Editor
Oracle Business Intelligence Publisher: Create Reports and Data Models Part 1 - Layout Editor Pradeep Kumar Sharma Senior Principal Product Manager, Oracle Business Intelligence Kasturi Shekhar Director,
More informationEditAble CRM Grid. For Microsoft Dynamics CRM. How To Guide. Trial Configuration: Opportunity View EditAble CRM Grid Scenario
EditAble CRM Grid For Microsoft Dynamics CRM How To Guide Trial Configuration: Opportunity View EditAble CRM Grid Scenario Table of Contents Overview... 3 Opportunity View EditAble CRM Grid... 3 Scenario...
More informationCRM 2013 Customizations
We are going to build a CRM Solution! CRM 2013 Chris Isbell A simple Project solution Track tasks, notes, and more Relate it to Accounts and Contacts Add custom fields Customize forms Customize business
More informationMicrosoft Dynamics CRM Clients
Microsoft Dynamics CRM Clients A user can work with Microsoft Dynamics CRM in two ways: By accessing the Microsoft Dynamics CRM application using Microsoft Internet Explorer, Google Chrome, FireFox, and
More informationUF Health SharePoint 2010 Document Libraries
UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network
More informationCBH Provider EDI Browser Manual
CBH Provider EDI Browser Manual Table of Contents PGP Software Installation Windows XP 2 PGP Software Installation Windows 7 9 Main Screen 16 Log In Screen 19 Report: Authorizations 21 Decryption Instructions
More informationBrowser Client 2.0 Admin Guide
Browser Client is a web-based application that allows users to point their browser at a URL and view live video from a set of Intellex units. Browser Client 2.0 is compatible with Intellex 3.2 software.
More informationHow to Build a SharePoint Website
How to Build a SharePoint Website Beginners Guide to SharePoint Overview: 1. Introduction 2. Access your SharePoint Site 3. Edit Your Home Page 4. Working With Text 5. Inserting Pictures 6. Making Tables
More informationObjectives. Understand databases Create a database Create a table in Datasheet view Create a table in Design view
Creating a Database Objectives Understand databases Create a database Create a table in Datasheet view Create a table in Design view 2 Objectives Modify a table and set properties Enter data in a table
More informationMY EWU PORTAL FEATURES AND BENEFITS. Promotion of the Eastern brand name
MY EWU PORTAL The My EWU web portal is an interactive website that provides single sign-on access to different EWU information and services. Content is based on your role or roles for example; student,
More informationfor Managers and Admins
Need to change the steps in a business process to match the way your organization does things? Read this guide! for Managers and Admins contents What is a business process? The basics of customizing a
More informationCombination Chart Extensible Visualizations. Product: IBM Cognos Business Intelligence Area of Interest: Reporting
Combination Chart Extensible Visualizations Product: IBM Cognos Business Intelligence Area of Interest: Reporting Combination Chart Extensible Visualizations 2 Copyright and Trademarks Licensed Materials
More informationModule A2 Item Activities, Gantt Chart and Utilization Sheet
Module A2 Item Activities, Gantt Chart and Utilization Sheet A2.1 Project item activities A2.2 Gantt chart A2.3 Utilization sheet 1 Module 1. Project item activities, Gantt Chart & Utilization Sheet Contents...
More informationTimeline for Microsoft Dynamics CRM
Timeline for Microsoft Dynamics CRM A beautiful and intuitive way to view activity or record history for CRM entities Version 2 Contents Why a timeline?... 3 What does the timeline do?... 3 Default entities
More informationThis tutorial provides detailed instructions to help you download and configure Internet Explorer 6.0 for use with Web Commerce application.
IE 6.0 Download and Set-up To use the Web Commerce e-commerce service, you need to: Gain access to the Internet Install Microsoft Internet Explorer 6.0 Configure Temporary Internet files in Internet Explorer.
More informationIntroduction to Microsoft Access 2007
Introduction to Microsoft Access 2007 Introduction A database is a collection of information that's related. Access allows you to manage your information in one database file. Within Access there are four
More informationSignup instructions for the End User
Wellnomics Risk Management Server Hosted by Wellnomics Ltd Signup instructions for the End User Wellnomics Risk Management is a series of assessments, designed to help you to manage your exposure to computer-based
More informationSuperOffice AS. CRM Online. Introduction to importing contacts
SuperOffice AS CRM Online Introduction to importing contacts Index Revision history... 2 How to do an import of contacts in CRM Online... 3 Before you start... 3 Prepare the file you wish to import...
More informationScheduling Software User s Guide
Scheduling Software User s Guide Revision 1.12 Copyright notice VisualTime is a trademark of Visualtime Corporation. Microsoft Outlook, Active Directory, SQL Server and Exchange are trademarks of Microsoft
More informationUF Health SharePoint 2010 Introduction to Content Administration
UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours
More informationWhats New in CRM 2015 Update 1
Whats New in CRM 2015 Update 1 NAVIGATION Easier and faster to find the information you need With the new navigation bar, it's easier and faster to find the information you need When you choose the Main
More informationDistribution List Manager User s Manual
Distribution List Manager User s Manual Welcome... 2 Configuring the Add-in... 3 Settings Tab... 3 Advanced Tab... 4 Troubleshooting... 5 Distribution List Manager Copyright 2008 Sperry Software Inc. P
More informationNavigation Pane. The Ribbon. Shortcuts. Email & Preview Pane
Outlook 2010 Email The Ribbon This replaces the dropdown menus in 2003 and older versions of Outlook. Click on a Tab at top of the screen to access more features and options. Shortcuts Here you can get
More informationNon-Profit Solution for Microsoft Dynamics CRM
Non-Profit Solution for Microsoft Dynamics CRM 1 Non-Profit Solution for Microsoft Dynamics CRM Users Guide Table of Contents Introduction... 2 Overview... 2 Default Objects... 2 Screen Elements... 3 Required
More informationViewing and Troubleshooting Perfmon Logs
CHAPTER 7 To view perfmon logs, you can download the logs or view them locally. This chapter contains information on the following topics: Viewing Perfmon Log Files, page 7-1 Working with Troubleshooting
More informationAbleBridge: Project Management 2013 v7.1.0
AbleBridge: Project Management 2013 v7.1.0 Plugins have been restructured to better support running as an admin and performance. Installation and Configuration process have been updated to be quick and
More informationThe LSUHSC N.O. Email Archive
The LSUHSC N.O. Email Archive Introduction The LSUHSC N.O. email archive permanently retains a copy of all email items sent and received by LSUHSC N.O. Academic email users. Email items will be accessible
More informationHow To Create A Hyperlink In Publisher On Pc Or Macbookpress.Com (Windows) On Pc/Apple) On A Pc Or Apple Powerbook (Windows 7) On Macbook Pressbook (Apple) Or Macintosh (Windows 8
PUBLISHER-HYPERLINKS When a hyperlink in Publisher is clicked it can open another Web page, a picture, an email message, or another program. This feature works for documents that will be saved as a PDF
More informationCreate a New Database in Access 2010
Create a New Database in Access 2010 Table of Contents OVERVIEW... 1 CREATING A DATABASE... 1 ADDING TO A DATABASE... 2 CREATE A DATABASE BY USING A TEMPLATE... 2 CREATE A DATABASE WITHOUT USING A TEMPLATE...
More informationPipeliner CRM Phaenomena Guide Add-In for MS Outlook. 2015 Pipelinersales Inc. www.pipelinersales.com
Add-In for MS Outlook 205 Pipelinersales Inc. www.pipelinersales.com Add-In for MS Outlook Learn how to use sales lead management with Pipeliner MS Outlook Add-In. CONTENT. Setting up Pipeliner Add-In
More informationCRM Navigation Guide. Department of Developmental Disabilities. June, 2015
CRM Navigation Guide Department of Developmental Disabilities June, 2015 1. Introduction Welcome to the LOC Tool which was developed using Microsoft Dynamics CRM 2013. Over the past several years CRM (Customer
More informationMICROSOFT ACCESS TABLES
MICROSOFT ACCESS TABLES Create a New Table... 1 Design View... Datasheet View... 5 Table Tools in Datasheet View... 6 Sorting and Filtering Data... 8 Import and Export Data... 10 Relationships... 11 Relationship
More informationDatabase Forms and Reports Tutorial
Database Forms and Reports Tutorial Contents Introduction... 1 What you will learn in this tutorial... 2 Lesson 1: Create First Form Using Wizard... 3 Lesson 2: Design the Second Form... 9 Add Components
More informationInstallation & Configuration Guide Professional Edition
Installation & Configuration Guide Professional Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...
More informationQuest Web Parts for SharePoint
Quest Web Parts for SharePoint Quest Web Parts for SharePoint enables you to build line-of-business applications on the SharePoint Platform while overcoming the limitations of SharePoint forms, lists,
More informationMicrosoft PowerPoint 2011
Microsoft PowerPoint 2011 Starting PowerPoint... 2 Creating Slides in Your Presentation... 3 Beginning with the Title Slide... 3 Inserting a New Slide... 3 Adding an Image to a Slide... 4 Downloading Images
More informationGoogle Docs A Tutorial
Google Docs A Tutorial What is it? Google Docs is a free online program that allows users to create documents, spreadsheets and presentations online and share them with others for collaboration. This allows
More informationOutlook E-Mail. Step 1: Open and Configure Outlook
Outlook E-Mail Step 1: Open and Configure Outlook 1. Click the Microsoft Button in the lower left task bar 2. Select All Programs 3. Select Microsoft Office 4. Select Microsoft Outlook 5. Follow the Start
More informationUser Guide. Live Meeting. MailStreet Live Support: 866-461-0851
User Guide Live Meeting Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations,
More informationSP Term Cloud Installation
Contents SP Term Cloud Installation... 2 SP Term Cloud User Solution... 2 Installing the user solution... 2 Adding the SP Term Cloud web part to a page... 2 SP Term Cloud User Solution license activation...
More informationADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE
ADMINISTRATOR QUICK SETUP GUIDE FOR AVENTION FOR SALESFORCE Version 1.1 April 8th, 2014 This guide assumes you have successfully installed Avention for Salesforce. If not, see the Installation guide which
More informationVirto Pivot View for Microsoft SharePoint Release 4.2.1. User and Installation Guide
Virto Pivot View for Microsoft SharePoint Release 4.2.1 User and Installation Guide 2 Table of Contents SYSTEM/DEVELOPER REQUIREMENTS... 4 OPERATING SYSTEM... 4 SERVER... 4 BROWSER... 4 INSTALLATION AND
More informationFaculty Access for the Web 7 - New Features and Enhancements
Faculty Access for the Web 7 - New Features and Enhancements New Design...................................................................... 2 Alerts............................................................................
More informationMS OUTLOOK 2007 E-MAIL
MS OUTLOOK 2007 E-MAIL CREATE, SEND, READ, AND RESPOND TO E-MAIL MESSAGES An e-mail address consists of a user ID and a host name, separated by the @ symbol (userid@host name). You can SEND AND RECEIVE
More informationClean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups. Outlook Functions
Clean Up Email Rules Quick Steps Search Tools Change Views Export Data Convert email to tasks Contact Groups Outlook Functions Clean Up: New ways to manage conversations and remove redundant emails: Email
More informationDarwiNet Client Level
DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4
More informationMicrosoft Office System Tip Sheet
The 2007 Microsoft Office System The 2007 Microsoft Office system is a complete set of desktop and server software that can help streamline the way you and your people do business. This latest release
More informationTribeHR: Employee Training Last updated: 1 October 2013
TribeHR: Employee Training Last updated: 1 October 2013 TribeHR Overview! 2 Home Page! 3 Navigation! 6 Employee Profiles! 8 Leave Management! 11 Requesting leave for self! 11 Pending requests! 12 Approving
More informationGlobal Search v 6.1 for Microsoft Dynamics CRM Online (2013 & 2015 versions)
Global Search v 6.1 for Microsoft Dynamics CRM Online (2013 & 2015 versions) User Manual Akvelon, Inc. 2015, All rights reserved. 1 Overview... 3 What s New in Global Search Versions for CRM Online...
More informationAppointment Scheduler
EZClaim Appointment Scheduler User Guide Last Update: 11/19/2008 Copyright 2008 EZClaim This page intentionally left blank Contents Contents... iii Getting Started... 5 System Requirements... 5 Installing
More informationCONTENTS. Introduction... 3. Outlook at a glance... 3. Configure Outlook 2010 on-campus... 3. Creating Folders... 4. Sorting Emails...
OFFICE OF INFORMATION TECHNOLOGY Academic Technology Unit Microsoft Outlook 2010 Basics Workbook CONTENTS Introduction... 3 Outlook at a glance... 3 Configure Outlook 2010 on-campus... 3 Creating Folders...
More informationBusiness Portal for Microsoft Dynamics GP 2010. Key Performance Indicators
Business Portal for Microsoft Dynamics GP 2010 Key Performance Indicators April 2, 2012 Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is.
More informationAdvanced Database Concepts Using Microsoft Access
Advanced Database Concepts Using Microsoft Access lab 10 Objectives: Upon successful completion of Lab 10, you will be able to Understand database terminology, including database, table, record, field,
More informationMicrosoft Access 2010 handout
Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant
More informationCharts for SharePoint
KWizCom Corporation Charts for SharePoint Admin Guide Copyright 2005-2015 KWizCom Corporation. All rights reserved. Company Headquarters 95 Mural Street, Suite 600 Richmond Hill, ON L4B 3G2 Canada E-mail:
More informationMicrosoft Outlook 2010. Reference Guide for Lotus Notes Users
Microsoft Outlook 2010 Reference Guide for Lotus Notes Users ContentsWelcome to Office Outlook 2010... 2 Mail... 3 Viewing Messages... 4 Working with Messages... 7 Responding to Messages... 11 Organizing
More informationOutlook Plugin. What is MangoApps for Outlook?
MangoApps for Outlook Plugin Windows - MangoApps for Windows is a single app that integrates Messenger, Outlook and Office Plugins into one unit and combines it with the secure, robust document management
More informationOUTLOOK 2013 - GETTING STARTED
OUTLOOK 2013 - GETTING STARTED Information Technology September 1, 2014 1 GETTING STARTED IN OUTLOOK 2013 Backstage View Ribbon Navigation Pane View Pane Navigation Bar Reading Pane 2 Backstage View contains
More information