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
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Installation and configuration manual - Word-Interface version 5.3.0 -18.10.2013