Dynamics 365 Integration for Gmail User Manual

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Dynamics 365 Integration for Gmail

Dynamics 365 Integration for Gmail User Manual

?Akvelon, Inc. 2019, All rights reserved.

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Dynamics 365 Integration for Gmail

Contents

Overview.................................................................................................................................................. 3 Installation of Dynamics CRM Integration for Gmail 5.2 ......................................................................... 3 Getting started ......................................................................................................................................... 5 Minimum set of CRM privileges to work with the extension .................................................................... 8 View CRM Activities ................................................................................................................................ 8 Email tracking ........................................................................................................................................ 12 Configuring "Dynamics CRM Integration for Gmail".............................................................................. 22

CRM Connection ............................................................................................................................... 22 Support multiple Gmail boxes............................................................................................................ 24 Calendar Synchronization.................................................................................................................. 25 Tracking of separate appointments ................................................................................................... 28 Configure Search Results .................................................................................................................. 34 Configure CRM activities ................................................................................................................... 37 Auto-expand sidebar.......................................................................................................................... 39 Synchronization of Email Contacts .................................................................................................... 40 Import/Export Configuration File ........................................................................................................ 41 Buying app subscription ........................................................................................................................ 41 Remove the extension from Chrome .................................................................................................... 42 Troubleshooting..................................................................................................................................... 42 Contact support ..................................................................................................................................... 44 Feedback............................................................................................................................................... 44

?Akvelon, Inc. 2019, All rights reserved.

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Overview

Dynamics 365 Integration for Gmail

Welcome to the Akvelon "Dynamics CRM Integration for Gmail" user manual. With this guide, you can learn how to install, configure and use Akvelon "Dynamics CRM Integration for Gmail."

"Dynamics CRM Integration for Gmail" is an extension for Google Chrome, which allows you to create and interact with CRM entities without leaving Gmail.

"Dynamics CRM Integration for Gmail" provides ability to do the following things without leaving Gmail:

? Track emails and conversations into Dynamics CRM ? Create CRM entities ? View, filter, sort, search and create CRM activities ? Synchronize appointments between Dynamics CRM and Google calendar ? And others

Currently "Dynamics CRM Integration for Gmail" only supports "Dynamics CRM Online".

Installation of Dynamics CRM Integration for Gmail

5.2

If you use Dynamics CRM Integration for Gmail v4.0.4, update to 5.2 will be applied automatically within few hours. To get information about current version, go to chrome://extensions/ in your Google Chrome, version number follows after Dynamics CRM Integration for Gmail in list of extensions

Figure 1 Version number

?Akvelon, Inc. 2019, All rights reserved.

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Dynamics 365 Integration for Gmail

As an option, you can remove current version and install 5.2 manually:

1. Go to: chrome://extensions/ via Google Chrome 2. Find "Dynamics CRM Integration for Gmail" in the extensions list 3. Click the recycle icon (See Remove the extension from Chrome for more detail) 4. Follow the installation steps below

Installation steps:

1. Sign in to Gmail using your Google account. NOTE: to use "Dynamics CRM Integration for Gmail" you have to stay logged into Gmail account.

2. Open the following link integration/opdeoodggbccmpenpleeenkbhckopmpk in your Chrome browser.

3. Click "Add to Chrome" to install 14-day trial (see Figure 2).

Figure 2 "Dynamics CRM Integration for Gmail" extension in the Chrome Web Store

NOTE: You need to set up CRM connection and other settings after update from 4.0.4 to 5.0 due to significant changes in the extension.

?Akvelon, Inc. 2019, All rights reserved.

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Dynamics 365 Integration for Gmail

Getting started

1. Open Gmail and log in to your account. If Gmail is already opened and you are logged in, please press Ctrl+F5 on your keyboard in order to refresh page and enable the extension.

When the Gmail page is loaded, the sidebar of "Dynamics CRM Integration for Gmail" will appear on the right side (see Figure 3).

Figure 3 The extension's sidebar 2. Open "Settings" tab, select Dynamics CRM Type and enter your Dynamics CRM credentials

(see Figure 4) in the "CRM Connection" section: ? URL to your CRM organization, example: ? Username, example: jacob@myorg. ? Your password for Dynamics CRM Online in the "Password" field

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