Open your Microsoft Dynamics CRM system and go to Settings and then to Solutions in the menu.
In the Solutions overview, click Import to open the import wizard.
Select the Solution Package (ZIP) of the AddOn, which you have downloaded from www.CRMBricks.com and then press Next.
The content of the solution can optionally be checked.
After viewing the solution package details, click on Next.
CRMBricks.com AddOns are managed solutions. Means, AddOns cannot be modified beside configuration via provided settings. That fact allows to uninstall every CRMBricks.com AddOn without any trace.
a) In case you install an update, this information will be displayed during installation process.
b) In case of an update installation please activate “overwrite customizations”.
Please hit the checkbox in the Import options. This is necessary to run Plug-ins, which is necessary for the complete functionality of the AddOn.
Then click on Next.
(Take care to disable the popup-blocker)
The import can take a minute
You have now successfully imported the Solution. Warnings, if any, can be ignored. The pop-up can be closed by clicking on Close.
The AddOn has to be configured and the license has to be imported in the next step. To do this, open the appropriate solution in the solution-overview by double clicking on it.
The configuration page will automatically open. After the essential registration process you automatically will be provided with information about new licenses and AddOn updates.
To do this, complete the form and click on Register / Update.
An online connection is necessary for registration. In case your CRM-server has no access to the internet, please contact us directly to request an offline license.
Afterwards you will be routed to configuration of the AddOn.
After registration, you will automatically get a 30-day demo license.
If the AddOn is not according to your objective, it can traceless be uninstalled.
To do so press delete on the AddOn overview.
Tabs provide different type of information:
a) General: General information about the specific AddOn
b) Settings: Most of the AddOn require specific configurations, which can be made in the settings
c) License: License-Information
d) Support: Contact data for getting information about support and internal AddOn-log
Enjoy your new CRMBricks.com AddOn!