You do not have permission to edit this page, for the following reason:
You can view and copy the source of this page:
Return to Microsoft Dynamics CRM.
The purpose of this guide is to document the process of:
The guide also describes how to use Microsoft Dynamics CRM Connector for standard scenarios.
The document is primarily intended for:
ICM integration with Microsoft Dynamics CRM now enables creating an ICM Contract through Microsoft Dynamics CRM with a single-click.
Till now, when creating an ICM Contract in Microsoft Dynamics CRM, the user was required to go through the entire New Contract creation wizard even if all the form values were pre-filled based on the existing CRM data. With this enhancement, you can now configure and enable the Quick Create button on the Microsoft Dynamics CRM interface to create an ICM Contract without having to navigate through multiple form pages.
A similar single-click creation capability has also been added to the ICM Contract Request in Microsoft Dynamics CRM integration.
ICM integration with Microsoft Dynamics CRM is now enhanced with support for the following entities, provided the appropriate mapping configuration is present in ICM:
With this release, Microsoft Dynamics CRM administrator can configure the list of Contracts and Contract Requests displayed in Microsoft Dynamics CRM entities like Opportunity, Accounts etc., on the basis of other custom attributes, for example, Region, Country etc., rather than the Microsoft Dynamics CRM system ID. If a specific criterion is not provided, the list of Contracts or Contract Requests will be filtered on the basis of Microsoft Dynamics CRM system ID by default.
With this release, CRM administrator can now allow the user to stay on the Agreement Details page in CRM after creating the Agreement. This enables the user in avoiding to navigate through the CRM user interface to access the Agreement that was created. The CRM administrator can configure the Allow Redirect field on the Configuration page in CRM.
You do not have permission to edit this page, for the following reason:
The action you have requested is limited to users in one of the groups: Users, User.
You can view and copy the source of this page:
Return to Microsoft Dynamics CRM.