Microsoft Dynamics CRM - Revision history

WikiSysop at 17:17, 16 December 2021

2021-12-16T17:17:42Z

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IDT-1 at 09:48, 16 December 2021

2021-12-16T09:48:21Z

IDT-1 at 08:19, 16 December 2021

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IDT-1 at 07:50, 16 December 2021

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IDT-1 at 07:39, 16 December 2021

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IDT-1 at 07:25, 16 December 2021

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IDT-1 at 16:23, 11 June 2021

2021-06-11T16:23:09Z

IDT-1 at 16:22, 11 June 2021

2021-06-11T16:22:22Z

Sdk at 15:59, 7 June 2021

2021-06-07T15:59:12Z

Sdk at 15:54, 7 June 2021

2021-06-07T15:54:30Z

@@ Line 248: / Line 248: @@
 <br/> 6. On the ''Opportunity Summary'' page, '''click''' the ''ICI'' tab.&nbsp;
 <div class="image-green-border">[[File:MSCRM 5.PNG|720px]]</div> <div class="image-green-border">7. '''Click''' the ''New Request'' button from the Contract section. The ''Create Contract Request'' page opens in Microsoft Dynamics CRM connector.<br/> 8. '''Select''' the ''Category'' and ''Request Type'' based on the Request you are creating and '''click '''''Next''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 6.png|420px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Specify''' the details of the Request on various sections of this page. The following table describes the fields that are typically found on this page:</div> <div class="image-green-border">&nbsp;</div> <div class="image-caption">[[File:Creating a Contract Request from an Opportunity-5.PNG|720px|RTENOTITLE]]</div> <div class="image-caption">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-6.png|360px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;10.&nbsp;'''Click''' ''Next''. The ''Request Summary'' page opens. You can '''click '''Save if you want to save the changes and create the Request later.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 7.png|520px]]</div> <div class="image-green-border"><br/> 11. '''Click''' ''Create Request''. The ''Opportunity Summary'' page opens.<br/> 12. '''Click''' ''ICI'' on the top navigation bar. Then, '''click '''''Contract Requests''. The ''Contract Request'' page opens showing the list of available Requests.<br/> 13. '''Click''' ''View'' next to the Request you created. The ''Request Details'' page opens.<br/> 14.&nbsp;Use the buttons in the table below to perform a desired action:</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-8.PNG|720px|RTENOTITLE]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 8.PNG|720px]]</div>
 == Creating a Contract from Opportunity&nbsp; ==
-<div class="image-green-border">The process of creating a contract from ICI in Microsoft Dynamics CRM Connector is dependent on the workflow implemented in your organization.<br/> To create a Contract from an Opportunity:<br/> <br/> 1.&nbsp;'''Log on''' to Microsoft Dynamics CRM. The Dynamics CRM 365 home page opens.&nbsp;</div> <div class="image-green-border"><br/> 2. '''Click''' the ''CRM Hub'' tile. The ''My Activities'' page opens.</div> <div class="image-green-border"><br/> 3. '''Click''' ''Dashboards'' in the ''My Work'' section on the left navigation pane. The ''Sales Overview Dashboard'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 07.png|720px|CRMD365 07.png]]</div> <div class="image-green-border"><br/> 4. On the ''My Open Opportunities'' widget,'''click'''''View Record ''from the ''More Commands'' option. The ''My Open Opportunities'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 08.png|720px|CRMD365 08.png]]</div> <div class="image-green-border"><br/> 5. '''Select''' the Opportunity for which you want to create a Request. The ''Opportunity Summary'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 09.png|720px|CRMD365 09.png]]&nbsp;</div> <div class="image-green-border"><br/> 6. On the ''Opportunity Summary'' page, '''click''' the ''ICI'' tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 10.png|720px|CRMD365 10.png]]</div> <div class="image-green-border"><br/> 7.&nbsp;&nbsp; &nbsp;'''Click''' the ''New Contract'' button from the Contract section. The ''Create Agreement'' page opens in Microsoft Dynamics CRM connector. A new Agreement can now be created.</div> <div class="image-green-border">[[File:CRMD365 12 1.png|720px|CRMD365 12 1.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">The process of creating a contract from ICI in Microsoft Dynamics CRM Connector is dependent on the workflow implemented in your organization.<br/> To create a Contract from an Opportunity:<br/> <br/> 1.&nbsp;'''Log on''' to Microsoft Dynamics CRM. The Dynamics CRM 365 home page opens.&nbsp;</div> <div class="image-green-border"><br/> 2. '''Click''' the ''CRM Hub'' tile. The ''My Activities'' page opens.</div> <div class="image-green-border"><br/> 3. '''Click''' ''Dashboards'' in the ''My Work'' section on the left navigation pane. The ''Sales Overview Dashboard'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 07.png|720px|CRMD365 07.png]]</div> <div class="image-green-border"><br/> 4. On the ''My Open Opportunities'' widget,'''click'''''View Record ''from the ''More Commands'' option. The ''My Open Opportunities'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 08.png|720px|CRMD365 08.png]]</div> <div class="image-green-border"><br/> 5. '''Select''' the Opportunity for which you want to create a Request. The ''Opportunity Summary'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 09.png|720px|CRMD365 09.png]]&nbsp;</div> <div class="image-green-border"><br/> 6. On the ''Opportunity Summary'' page, '''click''' the ''ICI'' tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 5.PNG|720px]]</div> <div class="image-green-border"><br/> 7.&nbsp;&nbsp; &nbsp;'''Click''' the ''New Contract'' button from the Contract section. The ''Create Agreement'' page opens in Microsoft Dynamics CRM connector. A new Agreement can now be created.</div> <div class="image-green-border">[[File:MSCRM 9.png|520px]]</div>
 '''Contract Type Details&nbsp;'''<br/> 8. Enter the following information in this section:&nbsp;
 [[File:Creating a Contract from Opportunity-7.PNG|720px|RTENOTITLE]]
-<div class="image-green-border">'''Attributes'''<br/> This section contains the attributes that the primary owner selected while creating the Contract Type for the Agreement. Now, you are creating a contract using the same Contract Type. You can also save the details at any stage and return to this page to complete the Agreement later. The attributes displayed in this section vary based on the Contract Type you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract from Opportunity-8.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;[[File:Creating a Contract from Opportunity-9.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">'''Attributes'''<br/> This section contains the attributes that the primary owner selected while creating the Contract Type for the Agreement. Now, you are creating a contract using the same Contract Type. You can also save the details at any stage and return to this page to complete the Agreement later. The attributes displayed in this section vary based on the Contract Type you select.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 10.PNG|520px]]</div>
 Some Attributes are described here:
@@ Line 260: / Line 261: @@
 '''Template Name'''<br/> This section displays the Templates that you created for the selected Contract Type. This section opens only if you select ''Own ''type of paper to create the Agreement. '''Select '''the Template from the list.
-<div class="image-green-border">[[File:Creating a Contract from Opportunity-11.png|720px|RTENOTITLE]]<br/> &nbsp;<br/> '''Verify'''</div> <div class="image-green-border">This is the last step in the Agreement creation process. The details in this section appear based on the Attributes and sections you used to create this Agreement. You can perform the following actions on this page:</div>
+<div class="image-green-border">[[File:MSCRM 11.PNG|520px]]<br/> &nbsp;<br/> '''Verify'''</div> <div class="image-green-border">This is the last step in the Agreement creation process. The details in this section appear based on the Attributes and sections you used to create this Agreement. You can perform the following actions on this page:</div>
 *'''Click''' ''Previous'' to go back and make any changes to the Agreement. ''Click ''Next to return to this section after making the required changes.
 *'''Click''' ''Create ''to create the Agreement in Microsoft Dynamics CRM Connector. After you create the Agreement, it is not visible to all users until it is published by its Primary Owner.
 *'''Click''' ''Create and Publish'' to create and publish the Agreement. After the Agreement is published, it becomes visible to other users and a Draft watermark opens on the Agreement in all states until it is approved by designated approver.
 *'''Click''' ''Create and Send'' for Approval to create and send the Agreement for approval. The Agreement is sent to the approvers that are set by rule for the Contract Type selected for this Agreement.
-<div class="image-green-border">[[File:Creating a Contract from Opportunity-12.png|720px|RTENOTITLE]]&nbsp;<br/> <br/> 9. After you create the Agreement, the ''Summary ''page opens. You can perform the following actions on the ''Summary ''page:</div>
+<div class="image-green-border">[[File:MSCRM 12.PNG|720px]]&nbsp;<br/> <br/> 9. After you create the Agreement, the ''Summary ''page opens. You can perform the following actions on the ''Summary ''page:</div>
 *'''Click '''''Download All'' to download and save the Agreement and all its Associated Documents on your local computer.
 *'''Click '''''Download ''to save the Agreement on your local computer.
@@ Line 278: / Line 279: @@
 *'''Click '''''Request Review'' to send the Agreement for review. You can send the ''Agreement ''for review to an internal or external (third party) reviewer.
 *'''Click '''''Send for Approval'' to send the Agreement for approval. The Agreement is sent to the approvers that are set by rule for the Contract Type selected for this Agreement. If there is no approver in the Agreement team, the status of the Agreement changes to ''Approved ''automatically.
-<div class="image-green-border">&nbsp;[[File:Creating a Contract from Opportunity-13.png|720px|RTENOTITLE]]&nbsp;</div> <div class="image-green-border"><br/> After the Agreement is created in Microsoft Dynamics CRM Connector it is available in ICI in the Draft state. You can send the Agreement for approval through Microsoft Dynamics CRM Connector, however, approve and reject actions on the Agreement can only happen through ICI.</div>
+<div class="image-green-border">&nbsp;[[File:MSCRM 13.PNG|720px]]&nbsp;</div> <div class="image-green-border"><br/> After the Agreement is created in Microsoft Dynamics CRM Connector it is available in ICI in the Draft state. You can send the Agreement for approval through Microsoft Dynamics CRM Connector, however, approve and reject actions on the Agreement can only happen through ICI.</div>
 == Single-click creation of ICI Contracts and Contract Requests from within Microsoft Dynamics CRM ==

@@ Line 230: / Line 230: @@
 .&nbsp;'''Click''' ''Save'' to save the Masterdata record and enable mapping between ICI and CRM.
 == Creating a Contract Request from an Opportunity ==
@@ Line 246: / Line 247: @@
 <div class="image-green-border">[[File:CRMD365 09.png|720px|CRMD365 09.png]]&nbsp;</div>
 <br/> 6. On the ''Opportunity Summary'' page, '''click''' the ''ICI'' tab.&nbsp;
-<div class="image-green-border">[[File:CRMD365 10.png|720px|CRMD365 10.png]]</div> <div class="image-green-border">7. '''Click''' the ''New Request'' button from the Contract section. The ''Create Contract Request'' page opens in Microsoft Dynamics CRM connector.<br/> 8. '''Select''' the ''Category'' and ''Request Type'' based on the Request you are creating and '''click '''''Next''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-4.png|360px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Specify''' the details of the Request on various sections of this page. The following table describes the fields that are typically found on this page:</div> <div class="image-green-border">&nbsp;</div> <div class="image-caption">[[File:Creating a Contract Request from an Opportunity-5.PNG|720px|RTENOTITLE]]</div> <div class="image-caption">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-6.png|360px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;10.&nbsp;'''Click''' ''Next''. The ''Request Summary'' page opens. You can '''click '''Save if you want to save the changes and create the Request later.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-7.png|360px|RTENOTITLE]]</div> <div class="image-green-border"><br/> 11. '''Click''' ''Create Request''. The ''Opportunity Summary'' page opens.<br/> 12. '''Click''' ''ICI'' on the top navigation bar. Then, '''click '''''Contract Requests''. The ''Contract Request'' page opens showing the list of available Requests.<br/> 13. '''Click''' ''View'' next to the Request you created. The ''Request Details'' page opens.<br/> 14.&nbsp;Use the buttons in the table below to perform a desired action:</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-8.PNG|720px|RTENOTITLE]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-9.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:MSCRM 5.PNG|720px]]</div> <div class="image-green-border">7. '''Click''' the ''New Request'' button from the Contract section. The ''Create Contract Request'' page opens in Microsoft Dynamics CRM connector.<br/> 8. '''Select''' the ''Category'' and ''Request Type'' based on the Request you are creating and '''click '''''Next''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 6.png|420px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Specify''' the details of the Request on various sections of this page. The following table describes the fields that are typically found on this page:</div> <div class="image-green-border">&nbsp;</div> <div class="image-caption">[[File:Creating a Contract Request from an Opportunity-5.PNG|720px|RTENOTITLE]]</div> <div class="image-caption">&nbsp;</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-6.png|360px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;10.&nbsp;'''Click''' ''Next''. The ''Request Summary'' page opens. You can '''click '''Save if you want to save the changes and create the Request later.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 7.png|520px]]</div> <div class="image-green-border"><br/> 11. '''Click''' ''Create Request''. The ''Opportunity Summary'' page opens.<br/> 12. '''Click''' ''ICI'' on the top navigation bar. Then, '''click '''''Contract Requests''. The ''Contract Request'' page opens showing the list of available Requests.<br/> 13. '''Click''' ''View'' next to the Request you created. The ''Request Details'' page opens.<br/> 14.&nbsp;Use the buttons in the table below to perform a desired action:</div> <div class="image-green-border">[[File:Creating a Contract Request from an Opportunity-8.PNG|720px|RTENOTITLE]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 8.PNG|720px]]</div>
 == Creating a Contract from Opportunity&nbsp; ==
 <div class="image-green-border">The process of creating a contract from ICI in Microsoft Dynamics CRM Connector is dependent on the workflow implemented in your organization.<br/> To create a Contract from an Opportunity:<br/> <br/> 1.&nbsp;'''Log on''' to Microsoft Dynamics CRM. The Dynamics CRM 365 home page opens.&nbsp;</div> <div class="image-green-border"><br/> 2. '''Click''' the ''CRM Hub'' tile. The ''My Activities'' page opens.</div> <div class="image-green-border"><br/> 3. '''Click''' ''Dashboards'' in the ''My Work'' section on the left navigation pane. The ''Sales Overview Dashboard'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 07.png|720px|CRMD365 07.png]]</div> <div class="image-green-border"><br/> 4. On the ''My Open Opportunities'' widget,'''click'''''View Record ''from the ''More Commands'' option. The ''My Open Opportunities'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 08.png|720px|CRMD365 08.png]]</div> <div class="image-green-border"><br/> 5. '''Select''' the Opportunity for which you want to create a Request. The ''Opportunity Summary'' page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 09.png|720px|CRMD365 09.png]]&nbsp;</div> <div class="image-green-border"><br/> 6. On the ''Opportunity Summary'' page, '''click''' the ''ICI'' tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:CRMD365 10.png|720px|CRMD365 10.png]]</div> <div class="image-green-border"><br/> 7.&nbsp;&nbsp; &nbsp;'''Click''' the ''New Contract'' button from the Contract section. The ''Create Agreement'' page opens in Microsoft Dynamics CRM connector. A new Agreement can now be created.</div> <div class="image-green-border">[[File:CRMD365 12 1.png|720px|CRMD365 12 1.png]]</div> <div class="image-green-border">&nbsp;</div>

@@ Line 195: / Line 195: @@
 *Contract Events&nbsp;
 <div class="image-green-border">[[File:MSCRM 2.PNG|520px]]<br/> &nbsp;</div> <div class="image-green-border">'''Team'''</div> <div class="image-green-border">9. Click the plus&nbsp;icon to add an approver to the Contract Type Masterdata team.&nbsp;</div> <div class="image-green-border"><br/> &nbsp;</div> <div class="image-green-border">'''Verify'''<br/> 10.&nbsp;'''Verify''' the information you entered. '''Click''' ''Create''.<br/> 11. Send the Contract Type for approval.&nbsp;<br/> 12. After the Masterdata is approved, '''publish''' the Masterdata Contract Type to make it available for Agreement creation.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Creating Masterdata for Mapping the Entities ==
 You can create a Masterdata record for the Contract Type Masterdata that you created earlier. This helps in mapping the entities between CRM and ICI. ICI allows mapping this data from any CRM entity such as Opportunity, Account, or Quote to a Contract Request or Agreement by creating the Masterdata record in ICI. To create the Masterdata record:&nbsp;
-<div class="image-green-border">1.&nbsp;'''Click''' ''Configuration on My Dashboard''. The ''Configuration'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-CRM-Create Masterdata.PNG|720px|7.16-CRM-Create Masterdata.PNG]]</div> <div class="image-green-border"><br/> 2. '''Click''' ''Masterdata'' on the ''Configuration'' page. The ''Masterdata''&nbsp;option is shown.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-CRM-Create Masterdata1.PNG|720px|7.16-CRM-Create Masterdata1.PNG]]&nbsp;</div> <div class="image-green-border"><br/> 3. '''Click''' ''Create Masterdata''. The ''Create Masterdata'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-CRM-Create Masterdata2.PNG|720px|7.16-CRM-Create Masterdata2.PNG]]</div> <div class="image-green-border"><br/> 4. '''Complete''' the information in the following sections:</div>
+<div class="image-green-border">1.&nbsp;'''Click''' ''Configuration on My Dashboard''. The ''Configuration'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:MSCRM 3.png|720px]]</div> <div class="image-green-border"><br/> 2. '''Click''' ''Masterdata'' on the ''Configuration'' page. The ''Masterdata''&nbsp;index page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:SF 7.png|720px]]&nbsp;</div> <div class="image-green-border"><br/> 3. '''Click''' ''Create''. The ''Create Masterdata'' page opens.</div> <div class="image-green-border"><br/> 4. '''Complete''' the information in the following sections:</div>
 *Masterdata Details&nbsp;
 *Attributes&nbsp;
 .&nbsp; '''Click '''''Next'' at the end of ''Masterdata Details'' section to go to the ''Attributes'' section and complete creating the Masterdata record.&nbsp; '''Masterdata Details&nbsp;'''<br/> 6. '''Select''' the ''Category ''from the drop-down list.&nbsp;<br/> 7.&nbsp;'''Select''' the Contract Type Masterdata that you created earlier. For the purpose of mapping the data between ICI and CRM, '''select '''''Client App Entity Mapping''.&nbsp;
-<div class="image-green-border">[[File:7.16-CRM-Create Masterdata3.PNG|720px]]</div> <div class="image-green-border"><br/> 8. '''Click''' ''Next''. The ''Attributes'' page opens.&nbsp;<br/> 9.&nbsp;'''Click''' the plus&nbsp;icon or select the following Attributes from the ''Available Attributes''.&nbsp;</div>
+<div class="image-green-border">[[File:MSCRM 4.PNG|520px]]</div> <div class="image-green-border"><br/> 8. '''Click''' ''Next''. The ''Attributes'' page opens.&nbsp;<br/> 9.&nbsp;'''Click''' the plus&nbsp;icon or select the following Attributes from the ''Available Attributes''.&nbsp;</div>
 *Client Name
 *ICI Entity Name

@@ Line 132: / Line 132: @@
 &nbsp;
 == Creating a Masterdata Contract Type ==
-.&nbsp;'''Log on''' to the ICI application.&nbsp;<br/> 2.&nbsp;'''Click''' ''Configuration''&nbsp;> ''Create Contract Type'' on ICI Dashboard.
+.&nbsp;'''Log on''' to the ICI application.&nbsp;<br/> 2.&nbsp;'''Click''' ''Configure''&nbsp;>&nbsp;&nbsp;''Contract Type > Create'' on ICI Dashboard.
-<div class="image-green-border">[[File:7.12 Salesforce ICM 03.PNG|720px|7.12 Salesforce ICM 03.PNG]]</div>
+<div class="image-green-border">[[File:MSCRM 1.png|620px]]</div>
 The ''Select Contract Type'' page opens displaying the following options:&nbsp;
@@ Line 193: / Line 194: @@
 *Enable Sync
 *Contract Events&nbsp;
-<div class="image-green-border">[[File:7.12 Salesforce ICM 04.PNG|720px|7.12 Salesforce ICM 04.PNG]]<br/> &nbsp;</div> <div class="image-green-border">'''Team'''</div> <div class="image-green-border">9. Click the plus&nbsp;icon to add an approver to the Contract Type Masterdata team.&nbsp;</div> <div class="image-green-border"><br/> &nbsp;</div> <div class="image-green-border">'''Verify'''<br/> 10.&nbsp;'''Verify''' the information you entered. '''Click''' ''Create''.<br/> 11. Send the Contract Type for approval.&nbsp;<br/> 12. After the Masterdata is approved, '''publish''' the Masterdata Contract Type to make it available for Agreement creation.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:MSCRM 2.PNG|520px]]<br/> &nbsp;</div> <div class="image-green-border">'''Team'''</div> <div class="image-green-border">9. Click the plus&nbsp;icon to add an approver to the Contract Type Masterdata team.&nbsp;</div> <div class="image-green-border"><br/> &nbsp;</div> <div class="image-green-border">'''Verify'''<br/> 10.&nbsp;'''Verify''' the information you entered. '''Click''' ''Create''.<br/> 11. Send the Contract Type for approval.&nbsp;<br/> 12. After the Masterdata is approved, '''publish''' the Masterdata Contract Type to make it available for Agreement creation.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-−
-−
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 == Creating Masterdata for Mapping the Entities ==

@@ Line 86: / Line 86: @@
 You can use the ''Advanced Search'' option to search for existing entities. You can save these searches and pin them as ''Favorites ''for easy access. Saved searches can be opened for easy access to the search results.
 === Performing a Search to Save ===
-. '''Click''' the ''Search'' tile at the top right corner on ''My Dashboard'' page. The ''Advanced Search'' page opens.&nbsp;<br/> 2. In the ''Please select Entities to Search field'', '''enter''' or '''select''' appropriate entities from the list and '''type''' the keywords to search in the ''Enter Search here'' field.
+. '''Click''' the ''Advanced&nbsp;''button at the&nbsp;right of the search toolbar&nbsp;''My Dashboard'' page. The ''Advanced Search'' page opens.&nbsp;<br/> 2. In the ''Please select Entities to Search field'', '''enter''' or '''select''' appropriate entities from the list and '''type''' the keywords to search in the ''Refine&nbsp;Search here'' field.
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;[[File:Performing a Search to Save-1.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Select''' from each of the following options:&nbsp;</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;[[File:SF 12.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Select''' from each of the following options:&nbsp;</div>
 *''Metadata'': the search is performed in the metadata of the selected Agreement.&nbsp;
 *''Full Text'': the search is performed within the contents of the document of the selected Agreement.
-<div class="image-green-border">4. After selecting either of the above options, '''click '''the ''Search'' icon. The list of search results is displayed.&nbsp;</div> <div class="image-green-border">5. To refine your search further, navigate to the ''Search'' For field. '''Click''' ''Select Field'' and '''select''' an option from the list displayed. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, '''selecting '''the field ''Status'' displays the number of Agreements that have the ''Status as Draft'', ''Approved'', ''Terminated'', ''Superseded'' and so on. If you select the status as ''Draft'' (select the checkbox next to Draft), all Agreements in ''Draft'' state are displayed.<br/> 6. A list of these Agreements is displayed as the search result in a tabular format. Enhance your search using wild cards as follows:<br/> •&nbsp;&nbsp; &nbsp;Type a search term in between the star characters *...*. It displays the existing items which include the respective search term.<br/> •&nbsp; &nbsp; Type *...Prefix* to a search term. It displays the existing items which end with this term.<br/> •&nbsp; &nbsp; Type *...Suffix * to a search term. It displays the existing items which start with this term.<br/> •&nbsp;&nbsp; &nbsp;Type a search term in double quotes "...". It displays the existing items which include the search term.<br/> •&nbsp;&nbsp; &nbsp;Type...(space)...&nbsp;multiple search terms with a space in between. It displays the existing items which include the search terms.</div>
+<div class="image-green-border">4. After selecting either of the above options, '''click '''the ''Search'' button. The list of search results is displayed.&nbsp;</div> <div class="image-green-border">5. To refine your search further, navigate to the ''Search'' For field. '''Click''' ''Select Field'' and '''select''' an option from the list displayed. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, '''selecting '''the field ''Status'' displays the number of Agreements that have the ''Status as Draft'', ''Approved'', ''Terminated'', ''Superseded'' and so on. If you select the status as ''Draft'' (select the checkbox next to Draft), all Agreements in ''Draft'' state are displayed.<br/> 6. A list of these Agreements is displayed as the search result in a tabular format. Enhance your search using wild cards as follows:<br/> •&nbsp;&nbsp; &nbsp;Type a search term in between the star characters *...*. It displays the existing items which include the respective search term.<br/> •&nbsp; &nbsp; Type *...Prefix* to a search term. It displays the existing items which end with this term.<br/> •&nbsp; &nbsp; Type *...Suffix * to a search term. It displays the existing items which start with this term.<br/> •&nbsp;&nbsp; &nbsp;Type a search term in double quotes "...". It displays the existing items which include the search term.<br/> •&nbsp;&nbsp; &nbsp;Type...(space)...&nbsp;multiple search terms with a space in between. It displays the existing items which include the search terms.</div>
 &nbsp;

@@ Line 315: / Line 315: @@
 You can now disable the “New Contract”, “New Request” buttons by unselecting the checkbox under “Entity Configurations” on the “ICI Setting” page. This ensures that the “New Contract” and “New Request” buttons are not displayed on the “Opportunity” page.&nbsp;
 <div class="image-green-border">[[File:7.16 MSCRM Enhancement 01.png|720px]]&nbsp;</div> <div class="image-green-border"><br/> You can now update labels for the “New Contract” and “New Request” buttons. In case you want to enable them then the checkbox next to them under “Active” column should be selected. This ensures that the “New Contract and “New Request” &nbsp;buttons are displayed with the label you have provided, for the Account / any other entity page.</div> <div class="image-green-border">&nbsp;<br/> For example, you can rename the New Contract button to “New AC Contract” then the button will start appearing with the updated label.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 MSCRM Enhancement 02.png|720px]]<br/> &nbsp;<br/> You can add new configurations for any other entity by clicking “Click to add entity configuration” under “Entity Configurations” on “ICI Setting” page.&nbsp;</div> <div class="image-green-border">&nbsp;</div>
-== [[File:7.16 MSCRM Enhancement 02.png|720px]]<br/> &nbsp;<br/> Adding/deleting entity configurations ==
-<div class="image-green-border">To add entity configuration for a new entity:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1. '''Select '''the entity from the “Select Entity” dropdown list. For example, select “Order”. The Order ID is selected by default.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 MSCRM Enhancement 04.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Enter '''a value in CT Saved Search URI. For example, CRM_OS_Contract. You can add the value for CR Saved Search URI.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">By default, the Id attribute of that entity is selected for the &nbsp;CT Saved Search and CR Saved Search fields. You can change the attribute as per your requirement. Ensure that the attribute you are setting here is a unique identifier for the entity records.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Prior to ICI version 7.16, saved searches were to be configured as a Json string. Post upgrade to 7.16, any saved search configurations need to be updated in the Entity Configurations section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Select '''or unselect the checkboxes next to “New Contract”, “New Request” options to enable or disable the buttons on the “Order” page, respectively.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': You can remove any of the entities by clicking “Delete” next to that entity.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">After making necessary changes to the configuration, '''click '''“Save”.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This saves the changes made to the configuration. &nbsp;<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]'''&nbsp;|&nbsp;'''[[Configuration|Configuration]]&nbsp;|&nbsp;[[Integrations|Integrations]]</div>
+== Adding/deleting entity configurations ==

@@ Line 293: / Line 293: @@
 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.
 === Configuration for allowing user to start or stop redirecting to ICI iframe in CRM ===
 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.
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Allow Redirect SP7.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]'''&nbsp;|&nbsp;'''[[Configuration|Configuration]]&nbsp;|&nbsp;[[Integrations|Integrations]]</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Allow Redirect SP7.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>