iCRM Blog » isv.config http://blog.icrm.ca xRM fits in so many ways Thu, 25 Feb 2010 23:07:07 +0000 http://wordpress.org/?v=2.8.5 en hourly 1 Configuring One Click Activity. http://blog.icrm.ca/2010/01/13/configuring-one-click-activity/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://blog.icrm.ca/2010/01/13/configuring-one-click-activity/#comments Wed, 13 Jan 2010 21:00:20 +0000 Colin http://blog.icrm.ca/2010/01/13/configuring-one-click-activity/

One 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.


You can also use the Check ALL and Un-check All button to check or un check all the actions for entity and either the grid or the form depending on which tab you are in. Note you must choose each entity action separtely. Only add the button your users will use too many button will confuse the user. Note that all users with a security role that has ISV Extensions enabled will see the buttons.  Once you have choosen the actions you would like to add choose Run. One Click Activity will backup your isv.config then update it with the buttons selected. You can latter restore your isv.config to an earlier back.
 

 

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.

Buy One Click Activity!

More info on one click activity.

Check for iCRM webinars

]]> http://blog.icrm.ca/2010/01/13/configuring-one-click-activity/feed/ 0