1. In-house job can be either engineering works (software development, web design) or workshop. When in-house job is engineering works than the Software entity is linked to in-house job, and when in-house job is workshop, an HW Device is linked to the job.

2. The entity SW License is renamed as Software and linked to Accounts with Many To Many relationships with HW device. (one Software can reside on many HW Devices, one HW Device can have many Software).

3. Remote job is integrated with Log Me In Rescue. Make sure you download the template for Log Me In invite Email.

4. Customers using web portal that do not have access to reports, allotments status or invoice can request to get their permissions updated by clicking a button on the web portal page. This action will change one or more of the three new fields added to the Web Portal entity. Refer to a workflow that triggers request to allow customers viewing a web...

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1. On the Microsoft CRM server open the “Deployment Manager” tool from the Start Menu.
2. If you have the right permissions you should see “Organizations” on the menu on left hand size of the Deployment Manager tool window. Click it to list the organizations available.
3. A list of organizations will appear in the main window.
4. Double click the correct organization to open it.
5. In the window that appears the “Unique Name” value is your Org Name.