iCRM Blog

Works (on and off line) with:

• Internet Facing Deployment (hosted deployments)
  
• On-premise
  
• Live
  

Supported Entities:

• Accounts
  
• Contacts
  
• Opportunities
  
• Leads
  
• Cases (incidents”)
  

Activities:

• Phone Call
  
• Task
  
• Email
  
• Fax
  
• Letter
  
• Appointment
  
• Letter
  
• Service Appointment (only creates service appointment does not complete them)
  

Associate Entities (Creating one entity from an other including all mappings)

• From Account
  • Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Opportunity
  • Quote
  • Sales Order
  • Invoice

   

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.

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

I will be hosting two free iCRM One Click Webinars on January 19, 2010 at 4:30pm PST and again on January 20, 2010 at 10:00am PST. Attendees will recieve 10% Discount on the iCRM One Click Activity.

Webinars info.

The normal why to create a primary contact in MSCRM is to add the contact to the account and then go back to the account and lookup the contact that you just added. You can simplify this a bit by filtering the lookup on primary contact for only contacts from the account (see: Filter Primary Contact for contact associated to Account in MSCRM.) If you use One Click Activity this process is as simple as clicking ‘Set Primary Contact’.

Set Primary Contact from the contact form(use this for new and existing contacts).

This is simple just create a contact, preferable from the account using One Click Activity create contact related to selected entry button. Make sure the contact has a parent account; save the contact (do not close the form). Then once the contact is saved click the One Click Activity ‘Set Primary Contact’ button and you will be prompted to set this contact as the primary for the account. If there is no parent account nothing happens. Note if the account is open you will need to refresh it (F5) to see the changes.

Set Primary Contact from the contact grid (use this for existing contacts).

This is simple just select a contact in the grid (main, associate or advance find). Click the One Click Activity ‘Set Primary Contact’ button and you will be prompted to set this contact as the primary for the account. If there is no parent account nothing happens. Note if the account is open you will need to refresh it (F5) to see the changes.

Completing Activities in Microsoft Dynamics CRM requires the user to open the activity and click save as complete. If you want to add additional information to the activity this is fine but it you just need to complete it why open the form? Also what if you have a number of activity that you have now finished and need to complete, you would need to open each activity and save as complete. Now you can complete multiple activities including: tasks, phone calls, email, fax, letter and appointments right from the any activity grid (main activity grid or associated grid) with icrm one click activity. The complete activity grid button from icrm one click activity first prompts you to make sure you want to complete the selected activities. This make sure you don’t accidentally complete activities as CRM does not let you un-complete any activity.

ICRM One Click Activity Version 2 should be release latter this week. Here is a list of new features:

• Complete Activity from the grid (supports: task, phone call, appointments, fax, letter and email)
• Assign primary contact from grid.
• Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
• Create associate entity from an entity
  • From accounts create a contact, opportunity, case, quote, order or invoice.
  • From contacts create an opportunity, case, quote, order or invoice.
  • From opportunity create a quote, order or invoice (brings across product just like creating them from the associate grid).
• Create the same buttons on the entity from as on the grid.

All the fetchers currently in iCRM One Click Activity Version 1.