Microsoft Dynamics CRM Online Demonstration Kit

The Microsoft Dynamics CRM Product Management team is happy to announce the availability of the Microsoft Dynamics CRM Online Demonstration Kit.  This Kit was optimized to facilitate a stand-alone Microsoft Dynamics CRM Online environment.

Scenarios
Included in this Kit is more comprehensive data, Dashboards, Workflows and Dialogs illustrating core CRM capabilities in expanded scenarios.  Read on below to find detailed instructions on how to download and setup these assets.

What’s covered in this kit:

• Extensive Sample Data
• 13 Dashboards
• 17 Workflows
• 2 Dialogs
• 1 Web Resource (phone number auto-formatting jscript)
• 1 Option Set (Timeframe drop-down list to use across entities)
• 2 E-mail Templates

Cheers,

Eric Boocock, Senior Technical Product Manager

The following files are included in the Kit and can be downloaded here:

• CRM Solution (managed, unmanaged)
• Sample Data
• Demonstration Script
• Demonstration Kit Overview

* For more details on managed vs. unmanaged solutions click here.
* Download the Sample Data and unzip the folder before starting the setup process.

Setup Process

Note: If you encounter any errors during the data import process address them before continuing to import additional entities as future dependencies may be compromised.

1. Import the basic CRM Administrative data (Users, Sites, Queues, Subjects, Products, etc.) accepting all the Import Wizard default settings.
   • Workplace > Imports, click in the Ribbon
     • Import 1-Admin, once successful proceed,
     • Import 2-Admin, once successful proceed,
     • Import 3-Admin, once successful proceed,
2. Import the CRM Solution
   • Settings > Solutions, click in the toolbar
     • Select Solution Package: Browse to the Solution CRM2011Scenarios_1_0_0_0, click Next,
     • Solution Information: click Next,
     • Import Options: Do NOT check the box to activate processes, click Next,
       (The data is properly formatted and if you activate the processes workflows will alter the data.) 
     • Importing Solution: click Publish All Customizations, click Close.
3. Enable All Users
   • Settings > Administration > Users, change view to Disabled Users, Multi-select all Users and click in the ribbon.
   • Confirm Users Activation: click OK
4. Activate the following Sales Processes
   
   • Settings > Processes, multi-select the processes and click in the toolbar.
5. Import Sales, Marketing & Service data (repeating step # 1 above)
   • Import 4-Marketing, once successful proceed,
   • Import 5-Sales, once successful proceed,
   • Import 6-Sales, once successful proceed,
   • Import 7-Service, once successful proceed,
6. Import custom Data Map for Activities
   • Settings > Data Management > Data Maps, click in the toolbar
   • Browse and select Activities_customized_PhoneCall (in Sample Data folder), click OK
7. Import final data set – Activities (repeating step # 1 above except selecting the imported custom data map from previous step)
   • Upload Data File: Browse to and select Import 8-Activities, click Next
   • Review File Upload Summary: click Next
   • Select Data Map: Select the Customized Data Map Activities_customized_PhoneCall, click Next
     
   • Accept remaining Import Wizard defaults to complete the import.
8. Recalculate Goals
   • Sales > Goals, select Central Region Revenue and click in the Ribbon. This will recalculate all the Goals.
9. Activate all Processes
   • Settings > Processes, multi-select all workflows and click in the toolbar
10. Change Product Default Price Lists to Retail
    • Settings > Product Catalog > Products
      • Open Kit of Product A & B, Set Default Price List = Retail, click Save & Close
      • Open Product A (SKU JJ202), Set Default Price List = Retail, click Save & Close
      • Open Product B (SKU AX305), Set Default Price List = Retail, click Save & Close
11. Run workflow to set Account Products Owned
• Sales > Opportunities > Won Opportunities, multi-select all records, click  in the Ribbon, select Set Account Relationship Type…, click OK
12. OPTIONAL:There are 10 Users included within the Sample Data. To login as one of these Users you must assign them a valid Windows Live ID and accept the invitation
    • Settings > Administration > Users, open User record
      • Click in the Ribbon
      • Enter the new Windows Live ID, click Submit
      • Send new Invitation