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AdvantageWorks provides world-class software solutions for commercial real estate, investment and financial services industries. AdvantageWorks Software Group, LLC is a privately held corporation located in Dallas, TX. The company is an affiliate of Ascendix Technologies, Inc., a premier consultancy and implementer of Customer Relationship Management (CRM) systems, founded in 1996.  Read more about Ascendix.

Product	Professional Pack	Enterprise Pack
Split View	X	X
Editable Grid	X	X
Relationship Navigator	X	X
Dashboard		X
Quick Search		X

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Contents 1 Installation 1.1 Backup 1.2 Create AdvantageWorks Application Pool 1.3 Install AdvantageWorks for Microsoft Dynamics CRM 1.4 Import Customizations 1.4.1 Entities 1.4.2 Site Map 1.4.3 ISV Config 1.5 ISV Customizations 1.5.1 Deploy ISV Redirection File 1.5.2 Enable ISV Customizations 1.6 Update Security Roles 1.7 Install License Files 1.8 IFD Considerations 1.9 Next Steps 2 Support 2.1 Online 2.2 Email 2.3 Telephone 2.4 Mailing Address

Installation

To install the AdvantageWorks components for Microsoft CRM you must first download the installation package, obtain the necessary license files, and follow the included installation instructions.

Note: This instructions apply to Microsoft Dynamics CRM 4.0 only. For Microsoft CRM 3.0 installations please click here.

Backup

Important: Always perform a backup before installing any 3rd party product.

Create AdvantageWorks Application Pool

1. Open IIS by typing inetmgr in a command prompt.
2. Right-click on (local computer)\Application Pools
3. Click on New and Application Pool
4. Name the pool AdvantageWorks
5. Select the default template
6. Click the OK button
7. Right-click on the newly created AdvantageWorks application pool and select Properties
8. Click on the Performance tab
9. Under Idle Time Out change the Shutdown worker processes after being idle for (time in minutes) setting to 1500

Install AdvantageWorks for Microsoft Dynamics CRM

1. Run the included installer by double-clicking on the MSI file
2. Click the Next button to start the install
3. Select the installation address:
   1. Select web site where Microsoft Dynamics CRM is installed for the Site (usually labeled Microsoft Dynamics CRM)
   2. Leave Virtual Directory as _AdvantageWorks – this is different than the virtual directory name used for Microsoft Dynamics CRM 3.0 and must include the leading underscore “_”) character
   3. Select the application pool created above for Application Pool

Import Customizations

Entities

Import and publish the custom entities via Microsoft Dynamics CRM 4.0 using the Import Customizations feature. The Entities XML file is placed by default in the following directory:

C:\Program Files\AdvantageWorks\Customizations

Site Map

A sample Site Map file is provided illustrating how to configure the AdvantageWorks components. The sample Site map XML file is placed by default in the following directory:

C:\Program Files\AdvantageWorks\Customizations

Important: Importing the sample Site Map will overwrite any changes to the existing Site Map. If existing changes exist in the target environment, the sample must be merged with the existing Site Map to preserve previous changes.

ISV Config

A sample ISV Config file is provided illustrating how to configure the AdvantageWorks components. The same ISV Config XML file is placed by default in the following directory:

C:\Program Files\AdvantageWorks\Customizations

Important: Importing the sample ISV configuration file will overwrite any changes to the existing ISV configuration file. If existing changes exist in the target environment, the sample must be merged with the existing ISV configuration file to preserve previous changes.

ISV Customizations

Deploy ISV Redirection File

A file is included instructing Microsoft Dynamics CRM how to call into the AdvantageWorks components from the Site Map and ISV configuration file, allowing for the AdvantageWorks components to be located relative the main application path in IIS. This eliminates the need to include the server main in the URL pointing to the AdvantageWorks components, which facilitates internet facing deployment scenarios.

To deploy the redirection file copy the Redirect.aspx file from the following directory:

• C:\Program Files\AdvantageWorks\ISV

To the ISV folder located in the Microsoft Dynamics CRM web folder:

• <serverroot>\ISV

Note: The location of this folder will depend on how Microsoft Dynamics CRM was installed, but can usually be found in one of the following locations:

• C:\Inetpub\ISV
• C:\Program Files\Microsoft Dynamics CRM\CRMWeb\ISV

Enable ISV Customizations

To enable the customizations in the ISV configuration file the system settings must be updated as follows:

1. From the CRM server, open Internet Explorer and navigate to [1]
2. In the navigation bar select the Settings area, and then the Administration sub-area
3. Click System Settings
4. When the dialog opens, click the Customizations tab
5. Under Custom Menus and toolbars select the Clients where ISV customizations should be enabled

Update Security Roles

After the AdvantageWorks entities have been imported, access must be granted via the security roles as follows:

Tab	Entity	Create	Read	Write	Delete	Append	Append To	Assign	Share
Customization	Entity
Customization	Attribute
Customization	Relationship
Customization	Form
Customization	View
Custom Entities	AdvantageWorks License
Custom Entities	AdvantageWorks Relationship Type
Custom Entities	AdvantageWorks Relationship *
Custom Entities	AdvantageWorks Setting

* AdvantageWorks Relationship Type can be changed to user, business unit, or as appropriate.

Install License Files

If you do not have license files, please contact AdvantageWorks to obtain a license for the installed components.

1. From the CRM server, open Internet Explorer and navigate to http://localhost/loader.aspx
2. In the navigation bar select the Settings area, and then the AdvantageWorks sub-area
3. Click Install License Files
4. For each license file supplied do the following:
   1. Click the New button
   2. Enter the license file name as the name, omitting he file extension. For example, a license file named AdvantageWorks.SplitView.lic becomes AdvantageWorks.SplitView
   3. Enter the contents of the license file in the XML field
   4. Click the Save and Close button

IFD Considerations

When installing the AdvantageWorks components in an Internet Facing Deployment the following additional configuration steps are necessary:

• The AdvantageWorks virtual directory must allow anonymous access (via the Directory Security tab in IIS)
• The AdvantageWorks virtual directory anonymous user must be set to a CRM admin user
• The CRM admin user set as the anonymous use must be added to the PrivUserGroup in Active Directory
• Delete the line from the AdvantageWorks Web.Config that removes the CrmAuthentication module from the HttpModules section

Next Steps

Once installed you can configure each of the products listed:

• Split View
• Editable Grid
• Relationship Navigator
• Dashboard
• Quick Search

Support

Our goal is to make the use of any of our products or solutions a pleasant experience.  If you need assistance installing or utilizing any AdvantageWorks product, please visit us via any of the following methods.

Online

• AdvantageWorks Website
• AdvantageWorks Blog

Email

• Non-technical inquiries
• Technical support

Telephone

(972) 889-8090

Mailing Address

AdvantageWorks Software Group, LLC.
13140 Coit Road, Suite 310
Dallas, TX 75240