Download Word-Interface for Microsoft Dynamics CRM 2011
Transcript
DONAUBAUER AKTIENGESELLSCHAFT Content 1. 2. Preface ............................................................................................................................................... 3 Installation ......................................................................................................................................... 4 2.1. Requirements ....................................................................................................................4 2.2. Installation guidelines ........................................................................................................5 2.2.1. Importing the solution ......................................................................................................5 2.2.2. Automatic license request................................................................................................9 2.2.3. Request a license without internet connection ............................................................... 11 2.2.4. Configuration of the interface......................................................................................... 12 2.2.5. The “Settings” menu item .............................................................................................. 14 2.2.6. Bulkdelete Job ............................................................................................................... 15 2.2.7. The “Configuration” entity .............................................................................................. 17 2.2.8. The “Wordvorlagen” entity ............................................................................................. 17 2.2.9. Importing Demo Word templates ................................................................................... 18 2.2.10. CRM-Offline-Funktionalität ............................................................................................ 20 2.3. New update of the Word interface for Microsoft Dynamics CRM ..................................... 21 3. Uninstalling the Word interface ..................................................................................................... 23 Seite 2 von 25 Donaubauer Aktiengesellschaft, Wurzener Straße 10, 04774 Dahlen/Sa., Tel.: +49 (34361) 826-0, Fax: +49 (34361) 826-31, www.donaubauer.com Installation and configuration manual - Word-Interface version 5.3.0 -18.10.2013