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· Open your CRM · Go to Settings in the navigation at the left · Select mscrm-addons settings from the navigation· Click on the Dashboard row at the right grid and open it.
Figure 1: mscrm-addons.com settings
In an IFD Environment it is hard to implement a FileShare which is available through the Internet. We found a product named WebDrive where you could configure, for example an FTP which will be mapped to a local drive.
Here is a link to the product website: http://www.southrivertech.com/products/webdrive/winindex.html
CTI does need the server component in a hosted environment as well, but you can launch the CTI Server setup from any Client, as long as you have a user with full access to CRM.
You need to select the hosted options on the Connection dialog.
Basics:License-checks are done each time the application is accessed by a user.
Having an invalid license stops the whole product from working.
An invalid license will never have any impact on the CRM, it only limits the addon itself.
In the dashboard, you can change your layout and create or save your own views. In the layout menu there are 3 views:
Vertical View and
In the course of this blog article we describe how to use and configure the different views.
When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.
Please note that this only works when you have at least AutoMerge v4.65 installed
With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named ptm_colorcode with the display name Color and is predefined with 12 colors.
CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.