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

Transcription

1 CRM Form to Web Internet Lead Capture Product Registration 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 Running the Registration Wizard...5 Choose Product Version... Error! Bookmark not defined. Personal Information...7 CRM Server Information...7 Exchange Server Information... Error! Bookmark not defined. Active Directory Login Information... Error! Bookmark not defined.

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 RUNNING THE REGISTRATION WIZARD After the installation has been completed, the first step is to run the Registration. The registration is accessible on either our windows azure server or if you purchased the local copy, will be accessible in on your loval web site in port To access the registration page, navigate to: or When the application is run for the very first time various configuration settings have to be set in order to be able to connect to between CRM and IIS Web site. The table below contains a list of all the information that will be required, as displayed in the subsections below. Make sure that you have all the information available before running the application, as the configuration/ registration process will not be able to complete if information is missing, and the application will fail. Screen Name Field Name Required Description Serial Number Serial Number Yes The Serial Number for the Product. The Serial Number is not required for running the trial version of the Product. Company Information Company Name Yes Organization Name that Purchased the Product. Not required for Trial Version. Company Information Web Site Url Yes The web site address for your organization. Company Information Business Phone Yes Phone Number of person that Purchased the Product. Personal Information First Name Yes First Name of person that Purchased the Product. Personal Information Last Name Yes Last Name of person that Purchased the Product. Personal Information Address Yes Address of person that Purchased the Product. Personal Information Mobile Phone No Address of person that Purchased the Product. CRM Settings Web Service Url Yes The Url of the CRM WCF Service. CRM Settings Windows Live Id No CRM Settings Windows Live Password No CRM Settings Windows Live Confirm Password No Forms Url Form Url Prefix Yes The Windows Live Id and Password are only required if using CRM Online The designated prefix of your organization. This will be used to access the forms that you create. LICENSE KEY

6 The license key is required in order to register your CRM Organization within Windows Azure or your own corporate environment. All of the other forms settings will not be enabled until the license key is entered. Enter the license key in the on the top of the form above as shown in the following screenshots: If you license key is validated, a green arrow will appear next to the license number text, and you will be able to continue and enter the other required information. You cannot enter the same license key for more than one installation.

7 COMPANY AND PERSONAL INFORMATION The company and personal information contain the details of your organization and the contact information of the primary person that is responsible for the product. This is the contact information that we will use to communicate with you regarding new releases and updates to the application as well as technical support incidents. All fields on this form are required with the exception of the Mobile Phone number. CRM SETTINGS The CRM Server Service Url and login credential are required in order to communicate between the web application and your CRM Server and query your list and contact entities. The following screenshots show the required information if connecting to CRM On-Premise or CRM Online. For CRM On-Premise, the Url is comprised of the Server Name, Port, Organization name and the Organization WCF Service file: XRMServices/2011/Organization.svc, as shown in the image below. The domain login has to be a valid login in the format of DOMAIN\USER, and the Password and Confirm Password fields must match. If you are using CRM Online as your CRM Environment, the following screenshot shows the required information:

8 The Web Service Url will be your CRM Online Organization Url, and the Username will be your Windows Live Id. FORMS URL The Forms Url specifies the location or the url that your users will use to access the application. The prefix is an 8 character alphanumeric string, that will be used to access the forms the your create. The screenshot below shows an example of what is required to be entered in the Forms Url Prefix field: Once the forms Url has been entered, you are ready to save your settings. Note that the Url is unique, and will be verified upon saving of the application. If another user has already selected this Url, you will be required to re-enter the Url. For the Url entered above, the forms that you create will be accessible via the following Url: * The above url is for demonstration only and not an actual url.