An entity will always “disappear” after sitemap.xml file is updated.To add an entity back to CRM follow these steps:Click: Settings>Customization>Customize Entity and open the Entity (in this example the Renewals entity).Select the settings at the bottom of the screen to the the areas you wish to display the Entity.Read More »
An entity will always “disappear” after sitemap.xml file is updated.
To add an entity back to CRM follow these steps:
Click: Settings>Customization>Customize Entity and open the Entity (in this example the Renewals entity).
Select the settings at the bottom of the screen to the the areas you wish to display the Entity.
Read More »
Before importing any customization, firstly export your current CRM customization and then back up CRM serverCustomers Self-Service Portal Install web portal and portal administration files:Download web portalDownload web portal adminDo not install in the same website as Microsoft CRM For each of the portal web sites edit the web.config XML file in the area the values of: BusinessName - read from deployment manager / organization / unique name Username Password Domainname Update all URL to point to CRM ServerEmail Templates- Customer Satisfaction Survey – Email sent to customer with the survey URL address. You can modify the template but keep the [URL] intact.Read More »
Before importing any customization, firstly export your current CRM customization and then back up CRM server
Customers Self-Service Portal Install web portal and portal administration files:Download web portalDownload web portal adminDo not install in the same website as Microsoft CRM For each of the portal web sites edit the web.config XML file in the area the values of: BusinessName - read from deployment manager / organization / unique name Username Password Domainname Update all URL to point to CRM Server
Email Templates
- Customer Satisfaction Survey – Email sent to customer with the survey URL address. You can modify the template but keep the [URL] intact.
New features / Enhancements ** Release notes video. Click here1. Link between Cost entity and SLA Contract Line to allow Maintenance contracts to accumulate costs during the maintenance agreement period.2. Reported Time Type. New pick-list in QoS-IT Setting to associate the reported time with descriptive text list. At billing stage all reported times of same type are grouped and totalled.3. When Job allocated to one user is “taken over” by another user, a message shows the user name that owns the job and asks for confirmation to be assigned to the user that takes over the job. Service activity is updated accordingly4. Redesign Invoice & Case entities to “many to many” relationship. Add “Reverse Invoice” function5. In-house job can be linked to HW device even if the device is not of the customer6. Billing preview to allow delete & re-bill of Case. New Case status “ Ready for Sign Off”7. Timesheet on weekends defaults to type “Weekend” Read More »
New features / Enhancements ** Release notes video. Click here
1. Link between Cost entity and SLA Contract Line to allow Maintenance contracts to accumulate costs during the maintenance agreement period.
2. Reported Time Type. New pick-list in QoS-IT Setting to associate the reported time with descriptive text list. At billing stage all reported times of same type are grouped and totalled.
3. When Job allocated to one user is “taken over” by another user, a message shows the user name that owns the job and asks for confirmation to be assigned to the user that takes over the job. Service activity is updated accordingly
4. Redesign Invoice & Case entities to “many to many” relationship. Add “Reverse Invoice” function
5. In-house job can be linked to HW device even if the device is not of the customer
6. Billing preview to allow delete & re-bill of Case. New Case status “ Ready for Sign Off”
7. Timesheet on weekends defaults to type “Weekend”
Call to Learn More: US & Canada: 1-877-209-7150 UK: +44-845-8697-514 Asia Pacific: +61-3-8330-7100 All trademarks are property of their respective owners.