Product Documentation

Provision the CRM 2011 service

Jun 05, 2015

To provision the CRM 2011 service to resellers

  1. From the Services Manager menu bar, click Customers and select the reseller for whom you want to provision services.
  2. Select Services. The Customer Services page appears.
  3. From the services list, select Reseller.
  4. Select the Customer Relationship Management 2011 check box and then click the service name. The Reseller Service Setup page appears.
  5. Select the customer plans that the reseller can offer to customers.
    Note: The customer plans selected determine the CRM servers that are allocated to the reseller for provisioning customers.
  6. To customize the customer plan, click the plan name to display the Configure Service Settings page and make the appropriate changes.
    Note: Changes you make to the customer plan are applied to all customers subsequently provisioned with the plan.
  7. Click Apply Changes to save your changes to the customer plan.
  8. Click Apply Changes to save your changes to the service.
  9. Click Provision to enable the reseller to offer the CRM service to customers.

To provision the CRM 2011 service to customers

  1. From the Services Manager menu bar, click Customers and select the customer for whom you want to provision services.
  2. Select Services. The Customer Services page appears.
  3. Click Customer Relationship Management 2011 create an instance. Enter an instance name and a display name and then click Create. The Instance Setup page appears.
  4. Under Service Configuration, select the customer plan to provision to the customer.
    Note: The customer plan determines the servers on which the customer's user data is stored and how Services Manager sets up the database. The plan selection also determines any additional service options that require configuration before the service can be provisioned to customers.
  5. Under CRM Configuration, perform the following actions:
    1. In CRM Server, select the CRM server that hosts the customer's instance.
    2. Ensure the following settings are selected and that the correct values have been entered:
      • SQL Collation
      • Currency Code
      • Currency Name
      • Currency Symbol
      • Currency Precision

      The Currency Code setting cannot be changed after the CRM service is provisioned to the customer.

  6. Click Provision to provision the customer with the CRM service.

To import CRM organizations created outside Services Manager

The CRM Import Tool for CRM 2011 enables service providers to import CRM organizations that were not initially created through Services Manager. Service providers can link the organization to a customer in Services Manager and, where possible, match the organization's users to the domain user ID of the customer's users in Services Manager.

  1. From the Services Manager menu bar, click Services > CRM 2011 > CRM Import. The CRM Customer Allocation page displays a list of the organizations configured on the CRM server. If an organization is allocated to a customer, the customer's name appears in the list.
  2. Select the CRM organization you want to import. The Customer Import Manager page displays.
  3. Under Customer Details, perform the following actions:
    1. In CRM Description, enter the name of the CRM site.
    2. In Customer Search, enter the name of the CRM customer you want to import and select the customer name.
  4. Click Provision. The Customer Import Manager page displays a table of the users that match the domain user IDs of the customer's CRM users. By default, these users are selected for provisioning.
  5. Click Provision Users to provision the selected users with the CRM service. Services Manager updates the selected users' services with the provisioned CRM organization.