Microsoft Dynamics Crm Notifications Installation_guide

Accelerators for Microsoft Dynamics CRM 4.0

1.Notifications Accelerator Overview The Notifications Accelerator for Microsoft® Dynamics® CRM 4.0 provides your CRM users with the ability to subscribe to RSS feeds created from saved views in CRM. These RSS feeds may be displayed in any standard RSS feed reader including the RSS feed Windows Vista® Gadget and Microsoft Outlook® 2007.

Installation The Notifications Accelerator for Microsoft Dynamics CRM 4.0 is designed to be installed with little configuration. It consists of a few web pages that are installed in the ISV subdirectory of your CRM web site, compiled code installed in the bin subdirectory of the CRM web site, and ISV.Config customizations that must be imported for any CRM Organization you wish to generate feeds for.

Running the Installer The Notifications Accelerator for Microsoft Dynamics CRM 4.0 installer handles installation tasks, including updating ISV.Config customizations, but does not enable ISV.Config customizations. The installer must be run by a user who has the appropriate security privileges to update ISV.Config customizations in CRM. To install the Notifications Accelerator for Microsoft Dynamics CRM 4.0: 1. In the directory where the Notifications Accelerator for Microsoft Dynamics CRM 4.0 files have been extracted, double-click setup.exe.

2. The Installer welcome screen appears. Click Next:

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Accelerators for Microsoft Dynamics CRM 4.0

3. Specify the ISV subfolder for the RSS web files and indicate which organizations you wish to deploy the ISV.Config customizations. By default, the ISV subfolder will be named “RSS”. Click “Install”.

4. The installation may take up to a few minutes - it is actually copying files and updating the ISV.Config data in CRM. Once the installation is complete, there will be a confirmation screen:

5. Screenshot of setting ISV.Config settings in System Settings

Updating ISV.config for Non-English Languages The Notifications Accelerator for Microsoft Dynamics CRM 4.0 does allow for multiple languages, however the language installed by default is English (1033). If your organization’s language is Non-English, then you’ll need to manually update the ISV.Config customizations to display your language. Before updating, you first need to export ISV.Config customizations from CRM: 1. Navigate to Settings > Customization > Export Customizations 2. Select ISV.Config and click Export Selected Customizations. Click ‘OK’ on the warning dialog that is displayed. 3. When prompted, save the customizations.zip file to a directory where you can easily locate it later. 4. Locate the customizations.zip file and extract its contents. 5. Browse to the extracted files and open customizations.xml for editing. This can be done with any program capable of editing XML or plain-text files.

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Accelerators for Microsoft Dynamics CRM 4.0

To update ISV.Config: 1. In the MenuBar/CustomMenus section, locate the following strings:

a. <Title LCID="1033" Text="RSS" /> b. <Title LCID="1033" Text="Subscribe to Current View" /> c. <Title LCID="1033" Text="Choose Subscription..." /> 2. You have two options to update: a. Modify the existing keys and replace the LCID value with your language code and replace the Text value with your appropriate text to be displayed, or

b. Simply add additional keys just beneath each of these in the following format: <Title LCID="Your Language Code Here" Text="Your Text Here" /> 3. Save the updated file. Now, you’ll have to import your updated ISV.Config customizations to CRM: 1. Navigate to Settings > Customization > Import Customizations 2. Click “Browse…” to locate and select the file updated in the previous step. 3. Click “Upload”

4. In the main grid, “ISV Config” will be displayed. Highlight ISV Config and click “Import Selected Customizations”. A warning dialog will appear, click “OK”. 5. A window will appear display the import progress. If the import was successful, a message stating “Customizations have been imported successfully.” will be displayed.

Enable ISV.Config Customizations To enable ISV.Config customizations, see the following MSDN® article: http://msdn.microsoft.com/enus/library/cc150842.aspx. To complete this within Microsoft Dynamics CRM go to Settings  System Settings  Customization tab and set the Custom Menus and Toolbars section to reflect which clients you want the RSS menu to appear in (select either Web or Outlook, or Both).

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Accelerators for Microsoft Dynamics CRM 4.0

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Accelerators for Microsoft Dynamics CRM 4.0

2.Subscribing to Feeds We will demonstrate how to subscribe to feeds from within CRM. There are two ways a subscription can be made: 1. You may select a view from the Feed Subscription page, or 2. You may subscribe to a view’s feed directly from that view in CRM. To subscribe from the Subscription page: 1. From the RSS menu, select “Choose Subscription…”. This will display the Feed Subscription Page:

2. Select the entity that contains the view to which you wish to subscribe:

3. Select the saved view to which you wish to subscribe:

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Accelerators for Microsoft Dynamics CRM 4.0

4. The gray RSS icon will now be activated (orange in color) and you may click on the icon to open the url for the RSS feed. This url may now be entered into your desired RSS feed reader:

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Accelerators for Microsoft Dynamics CRM 4.0

To subscribe to a feed directly: 1. In CRM, navigate to the entity and select the view to which you wish to subscribe to.

2. From the RSS menu, select “Subscribe to Current View”:

3. This will open the url for the RSS feed. This url may now be entered into your desired RSS feed reader.

This document is for information purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, MSDN, Outlook and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners.

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