CRM Form to Web. Internet Lead Capture. Installation Instructions VERSION 1.0 DATE PREPARED: 1/1/2013

Transcription

1 CRM Form to Web Internet Lead Capture Installation Instructions VERSION 1.0 DATE PREPARED: 1/1/2013 DEVELOPMENT: BRITE GLOBAL, INC.

2 2013 Brite Global, Incorporated. All rights reserved. The information contained in this document represents the current view of Brite Global, Incorporated on the issues discussed as of the date of preparation. Because Brite Global must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Brite Global, and Brite Global cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. BRITE GLOBAL MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Brite Global, Incorporated. Brite Global may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Brite Global, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Brite Global, Incorporated 269 South Beverly Drive, #115 Beverly Hills, CA USA

3 CONTENTS Introduction...4 About Brite Global...4 CRM Solution Installation...5 Import Solution...5 Application Installation...5 Prerequisites...5 Installation Process...6

4 INTRODUCTION The CRM Form to Web Internet Lead Capture is a Web application that communicates between Microsoft Dynamics CRM and a hosted asp.net web site in order to allow your customers to contact your organization and submit that information directly in CRM. The solution is highly customizable, and enables you to design your form right from CRM. The application can resides either on your local network, or is available as a hosted Windows Azure solution. ABOUT BRITE GLOBAL Established in 2005, Brite Global is a leader in delivering Microsoft Dynamics CRM and xrm solutions to business customers. As a Microsoft Gold Certified Partner, Brite Global has an impressive and rapidly growing list of customers benefiting from Microsoft Dynamics CRM solutions. We have embraced the Power of Choice by providing our customers the choice of a hosted, on-premises or hybrid delivery options. Headquartered in Beverly Hills, CA with offices in Atlanta, GA and Europe, Brite Global provides CRM and software solutions to business in multiple industries including Public Sector and Education, Financial Services, Real Estate, Media and Entertainment, Not for Profit, Retail and Manufacturing, Sports and Recreation, and Professional Services. For more information, visit

5 CRM SOLUTION INSTALLATION The following section details the required CRM changes necessary in order to successfully run the application. These modifications can be done manually in the Customizations section of CRM or available via a Managed Solution and can be imported into CRM. IMPORT SOLUTION The XrmFormToWeb_1_0_managed solution contains all the out of the box required solution items for the CRM Exchange Sync application. The following details the components that make up the CRM Exchange Sync solution. Display Name Name Type Description Web Form xrm_webform Entity Contains fields for web form setup which are used to specify how the page will be displayed on the asp.net web page. Form Section xrm_section Entity Contains fields for section setup. Required for Dynamic Configuration only. Form Field xrm_formfield Entity Contains fields for form field setup. Required for Dynamic Configuration Only Form Type xrm_formtype Option Set Type of Configuration: CRM, Dynamic, Silverlight Web Form Entity Jscript Library xrm_webform.js Script (Jscript) Form Field Entity Jscript Library xrm_formfield.js Script (Jscript) The solution also contains the Web Form Customizer and Web Form Viewer Security Roles as well as multiple image files. APPLICATION INSTALLATION This section describes the installation process of the CRM to Web Form application on a Windows Server. The installation is straight forward, but make sure that the prerequisites below are completed. PREREQUISITES The following are the required prerequisites for the installation and execution of the CRM Form to Web Internet Lead Capture application: INTERNET INFORMATION SERVICES Internet Information Services 7.0 or above must be installed on the Server where this application will be installed. MICROSOFT.NET FRAMEWORK The Microsoft.NET Framework 4.0 Client Profile must be installed on the machine that will be running the application. The application utilizes several CRM assemblies that require this version of the.net Framework. The.NET Framework is not included in the setup package, so make sure to install it manually before running Setup.

6 INSTALLATION PROCESS To start the installation process, unzip the provided file, and run the CRMForm2WebSetup.exe Setup Application. Follow the instructions and provide the required information on the following screens: Read and accept the End User License Agreement:

7 Enter the User Name and Organization that is installing this product: Click on the Install button to start the Installation. The application will install the program files on the IIS Root Folder and create a new web application in IIS. Your domain administrator can configure the application to be hosted in a different IIS web application if required. The application is now installed on the server. Post installation tasks are included in the following documents: CRMFormToWeb Registration CRMFormToWeb Configuration