Configuring One Click Activity.
Wednesday, January 13th, 2010One Click Activity is easy to configure. Use One Click Activity login form to add your license and log into you Microsoft Dynamics CRM with an account that has customization rights.
Your license is base on you CRM organization name. If you have multiple organizations you need multiple licenses. Once you have added your license you can then fill in your CRM Login information. First choose your connection type: “On-premise”, “Internet facing”, or “live”. You do not need direct access to the server, you can log in from a workstations that can connect to MSCRM. Next enter you MSCRM URL, domain, user id and password. If you are using a MSCRM Live you only need to enter user id and password. Once all your login information has been enter the organization combo box will be filled with the organizations that you are licensed to use. Select the organization you what to update with One Click Activity and login.
You then just choose your entity (Account, Contact, Opportunity, Lead, Incident, or Activity) and click the grid or form tab and actions you would like to add.
Make sure that the users belong to a security role that has ISV Extensions enabled. One Click Activity will work online, in outlook and outlook offline just make sure your System Setting is configured to show ISV.Config in all these places.
More info on one click activity.