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 Posted 6/27/2008 1:38:43 PM |
| | | Many times CRM is accessed from a secure login form to allow users to access CRM from outside the domain (traveling, work from home, etc.). In this case it is necessary to make a modification to the Sitemap in CRM in order for BI Analytics to be accessible. Here are the changes that need to be made to make BI Analytics accessible from the secure login form: - Click the “Settings” button in CRM
- Click “Customization” from the list that appears above the buttons
- Click “Export Customizations” in the pane on the right
- Scroll down the list and select Site Map
- If using CRM 3.0: From the menu, click on “More Actions”, then “Export Selected Customization”
If using CRM 4.0: From the menu, click on “Export Selected Customization” - Save the file to the desktop
- Only if using CRM 4.0: Unzip the file (right-click on it and select Extract All Files)
- Make a copy of the file before editing
- Open the file with WordPad and scroll down to the bottom and find the section that begins with: <Area Description="BI Analytics for Dynamics CRM"… (it should look like the code below):
- Change all references to the machine name to the fully qualified name of the server (using the port address of the BI Analytics website also, if necessary) as in the example below:
- Save the changes to the file and close it
- In CRM Click “Customizations” in the list on the left
- Click “Import Customizations”
- Click the “Browse” button on the right, select the edited file and click the “Upload” button to import the edited sitemap file back into CRM
You should now be able to access BI Analytics from within CRM after logging in from a secure login form.
Tony Bell
Product Support
BI Analytics for Dynamics CRM
c360 Solutions
2 Concourse Parkway Suite 800
Atlanta, GA 30328
678.259.8678 Desk
678.274.7789 Cell
tony.bell@c360.com
www.c360.com |
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