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CRM Word Interface

Installation and configuration manual

CRMWordInterface – for Microsoft Dynamics CRM

to Version 8.1.0

DONAUBAUER AKTIENGESELLSCHAFT

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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 5.1.17 - 01.03.2013

Content 1. Preface ..........................................................................................................................................3 2. Installation ....................................................................................................................................4 2.1. Requirements ............................................................................................................................... 4 2.2. Installation guidelines ................................................................................................................... 5 2.2.1. Importing the solution ................................................................................................................ 5 2.2.2. Request a licence ........................................................................................................................ 9 2.2.3. Importing the licence key ......................................................................................................... 10 2.2.4. Configuring the interface .......................................................................................................... 12 2.3. New update of the Word interface for Microsoft Dynamics CRM ................................................ 16 3. Uninstalling the Word interface ................................................................................................. 19

http://www.donaubauer.com/


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1. Preface

Thank you for choosing our Word interface for Microsoft Dynamics CRM. Now you have the option to easily export your CRM information into predefined Word templates. Your correspondence will be unified and optimized in terms of time. The CRM Word interface is an addon for Microsoft Dynamics CRM 2011. In the following pages you will find detailed instructions on installing and configuration details.



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2. Installation

2.1. Requirements

A Microsoft Dynamics CRM 2011 system must be installed on your server. In order to install our Word interface for Microsoft Dynamics CRM, you must have the System Adminstrator security role. For the installation of the OnPremise-version of our Word-interface you will need Deploayment Administrator rights. At least Update Rollup 8 for Microsoft Dynamics CRM 2011 is required. In addition, the Microsoft Silverlight browser plug-in is necessary to configure the Word interface. It is available at http://www.microsoft.com/web/page.aspx?templang=de-de&chunkfile=special%5Csilverlight.html and free of charge. To use the Word interface for Microsoft Dynamics CRM your local pc needs to install a program which can display documents created with Word 2007 or higher. A free Word viewer and the corresponding Microsoft Office Compability Pack for file formats for Word, Excel and PowerPoint or installing an OpenOffice.org is sufficient. Of course, every Office version of Microsoft Office 2000 and Windows 2000 or higher, possibly with the corresponding Compability Pack, is suitable. The document format docx., which is provided form Microsoft Office Word 2007 on, is used to singularly create Word templates.


http://www.microsoft.com/web/page.aspx?templang=de-de&chunkfile=special%5Csilverlight.html


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2.2. Installation guidelines

2.2.1. Importing the solution

You received a solution from us. In the sitemap of the navigation area of your Microsoft Dynamics CRM 2011 system, go to “Settings” and activate the entity “Solutions” in the left application area.

All current solutions of your CRM system are displayed here. Now, click on the „Import“ button in the toolbar.



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The following window opens up:

Use the “Browse” button and select the storage location of the solution you received from us. Open this solution.

The solution will be displayed in the data field. You may now confirm this and the following windows by clicking on the “Next” button.



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In this window, please tick the displayed box for activating all processes and message processing steps. Complete this step by clicking the “Next” button.”

Now the solution is being imported. This process may take several seconds.

As the installation process is finished, the log file opens for checking and information purpose. If all points listed have a “ticked” item in the “Status” column, the installation has been completed successfully and error-free. You may now conclude the process by clicking on the “Close” button.



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An entry named “crmwordinterface” (name displayed: Word interface) appears in the CRM system in the “Solutions” entity.



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2.2.2. Request a licence

Now you need the respective licence key for your interface. Open the imported solution by double clicking on it. The following window appears.

Click on the „Request Licence“ button (third button situated in the lower right area) and follow the instructions of the pop-up window.

Only with these information are we able to generate your licence, which is sent to you immediatly per email.



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2.2.3. Importing the licence key

You received the licence key from us Open the imported solution of the Word interface again and click the “Import Licence” button.

Please copy the entire licence key into the upper part of the window. The end user licence agreement (EULA), which you contract with the Donaubauer Aktiengesellschaft by installing the CRM Word interface, is listed in the lower part. Read this contract carefully before you continue installing the software. You can accept the licence agreement settlements by ticking the lower left field. Complete this process by clicking the “OK” button. If you do not want to contract the licence agreement, use the “Cancel” button in the lower left corner of the window and uninstall the CRM Word interface in accordance with point 2.4 of this manual.



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After importing the licence key, the “Licence information field” is automatically completed with the latest data of your licence key. All entities are listed in the “ISV Customization” field, which is situated in the upper part of the window. (Due to the number of entities, the view can be expanded with the lower and the right scroll bar).



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2.2.4. Configuring the interface

All entities used for creating Word documents need to be configured accordingly. A box is placed before the display name in the ISV Customizations section. All entites which are supposed to create Word documents by means of the Word interface are marked by ticking the resprecitve box. The process is completed by clicking the “Save customizations” button.



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This process can take between a several seconds and a few minutes, depending on the system performance. You can mark each entity individually or select multiple, and then save the process. It is also possible to configure single entities subsequently. After initially opening the solution “crmwordinterface” and emptying the Internet Explorer (clear cache) with the key combination “Ctrl + F5”, the solution “cwicustomizations” with the display name “CRM-Word-Interface Customization Solution”, which is also a part of the Word interface, is displayed. The sitemap shows the section “Donaubauer AG” with the entities “Word Templates”; “Configuration” and “EventLogs”.

All entites which you selected to work with the Word interface, are listed in this solution.

In the Configuration entity



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the CRM Word interface application is shown. The current licence key is displayed here. The “eventLog” entity does not list any entries so far. If errors appear while using the Word interface, they will be documented in this tool. The entity “Word templates” manages Word templated created by you. Our user manual documents how to create these templates. So as to facilitate creating the templates, you will receive a demo template. Acitvate this template as follows. Open the solution of the Word interface (crmwordinterface) and click the “Import Demo Template” button.



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The demo template can be found in the “Active Word templates” view.

The “Word button” is activated and displayed in all entities you selected (in our example: quotes).

You may now use the Word interface.



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2.3. New update of the Word interface for Microsoft Dynamics CRM

When a new update of our Word interface for Microsoft Dynamics is available for you, please proceed as follows: In the sitemap of the navigation area of your Microsoft Dynamics CRM system, go to “Settings”, activate the entity “Solutions” in the left application area and click the “Import” button in the toolbar – just as installing the Word interface.

The following window opens up.

Use the “Browse” button and select the storage location of the corresponding update. you received from us. Open this update.



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The new solution is displayed. Please click the “Next button”, now

and in this subsequent window as well.

As this screen view appears, you may select between several options. The option “Maintain customization” is recommended, since otherwise possible customizations could be overwriten and would get lost irretrievably. It is important to first tick the box to activate any processes and solutions before continuing installation with the “Next” button.



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After importing the update the log file for controlling and information is displayed. This file could be closed easily, if no error message appears. Should any errors occur during the installation, then please download the log file and send it via email to [email protected]. Our employees will contact you immediately and assist you correcting the error.

The installation of the update is now completed.


mailto:[email protected]


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3. Uninstalling the Word interface In order to deactivate the interface, please proceed as follows. In the sitemap, go to “Settings”, then in the left application area open the entity “Solutions” and open the solution “crmwordinterface”. In the ISV customizations section, the entities you selected to work with the Word interface are ticked. Please un-tick all entities and

complete the process by clicking the “Save customizations” button. This process can take between a several seconds and a few minutes, depending on the system performance.



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Subsequently,select the solutions “cwicustomizations” and “crmwordinterface” one by one in the “Solutions” entity and remove them with the “Delete” button in the toolbar.

A correct order of deleting the solutions must not be considered.

Confirm this window with the “OK” button

and the solution is being deleted. After rebooting your system (Crtl + F5), the section “Donaubauer AG” with the entities “Word templates”, “Configuration” and “eventLog” disappeared in the left application area. Your Word interface is now entirely uninstalled.



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Should you have any questions regarding the CRM Word interface 2011 or need further support, do not hesitate to contact us.

Wurzener Straße 10 04774 Dahlen / Sa. Tel.: +49 (34361) 826-0 Fax: +49 (34361) 826-31 Mail: [email protected] Web: www.donaubauer.com Additional information on the Word-Interface: www.crmwordschnittstelle.de Vorstand: Andreas Donaubauer Aufsichtsratsvorsitzende: Andrea Striegler Amtsgericht Leipzig HRB 23063 Ust.-ID: DE814819651


mailto:[email protected]


http://www.crmwordschnittstelle.de/

CRM Word Interface - Microsoft Azure document format docx., which is provided form Microsoft Office...

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